Register Here to Apply for Jobs or Post Jobs. X

Mobile Client Liaison Officer

Job in Cape Town - South Africa
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To view & apply for jobs on this site that accept applications from your location / country, tap here:
Company: Salt Employee Benefits
Full Time position
Listed on 2021-05-17
Job specializations:
  • Finance
    Reconciliation
Job Description & How to Apply Below
The role of the MCLO is to:

Primarily deal with walk-in members to the various sites in the regions where they have been allocated.
Receive claim documentation to all exited members of the fund.
Provide members with Fund information when required.
Assist deceased families with funeral and death claims.
Ensure compliance/adherence by participating employers to the Pension Fund’s Act of 1956.

Ensure that all allocated employers pay contributions by the 7th of each month.
Ensure that all allocated employers send the related contribution schedules by the 15th of each month.
Inform and ensure that transgressing employers are charged LPI and pay it over to the Fund.
Ensure accuracy of data


To ensure employers who comply with the Act as per above are issued with Compliance Certificates.
To train and keep participating employers up to date with Fund and industry information that affects both employers and their employees.
To ensure that they create and maintain relationships with all relevant stakeholders of the Fund.
To manage the relationship between participating employers and the back office.
To understand operational requirements and be able to explain to participating employers.
Be responsible for new employer registration in their designated working regions.
Ensure complete and accurate documents are sent to the back office for registration of the employer.

Areas of Responsibilities
Key Activities
Member Walk-Ins

Receive members and help them with submission of claim.

First ensure that the member is a member of the Fund
Ensure that the member is not still employed in the industry
Check that the contributions are up to date
Check that all claim documents are available:

Claim documents are completed and signed and stamped by both employer and member
Copy of  available and clear
Copy of bank statement is available and clear
Letter from SARS is available and show Tax number


Advise member is there are any discrepancies regarding the membership or any of the above.
Help member to understand what the member needs to do.


Advise members who come to enquire about their membership on their status
Where a member has shown proof that they were employed and the employer has not paid, refer to the relevant CLO and/Compliance Manager for further investigation.
Provide members with benefit statements, where available.
Help member submit the funeral claims to the funeral claim administrator.
Educate members on benefits of the fund and process.
Provide a weekly report to the manager for consideration and review.


Planning for Weekly Trip

Do a yearly travel plan split per month.
All travel plans to be approved by the manager and ultimately by the head of department before you embark on a trip.
Any deviation from plan must be motivated and plans changed accordingly.

Investigate Employer Compliance – Non Compliant Employer

Run or request an employer reconciliation from relevant department/administrator
Determine the extent of non-compliance or compliance by:

Analyzing the reconciliation to see if the employer has paid and sent all schedules to the Fund.
Ensure for those months where no updates or cycles were run that the contributions received equal the schedules received.
Ensure that the schedule received has all required information and it is correct i.e. , all names and surnames, date of joining employer, date of joining fund, salary, the correct contribution rate has been applied.
Ensure that the Late Payment Interest (LPI) is calculated for all outstanding or short paid contributions.
Engage employer to recover all unpaid contribution and outstanding schedules
Refer all unresponsive employers to the Compliance Manager for further action to be taken.
Train employer on Fund processes and industry expectations.
Work closely with the Compliance Manager or Legal Consultant to ensure that litigation is done timeously on employers who are not co-operating.
Complete a CLO Engagement Form or Consultant Visit Report. Keep a record of this and provide to your manager for review.



Compliant Employers

Maintain working relationship with all compliant employers and ensure that all compliant employers are communicated with monthly.
Provide support to all compliance employers with all operational needs.
Ensure that all claim forms for compliant employers have been collected and sent to the back office for processing.
Train and keep employers up to date with operational and industry developments.
Train and get all compliant employers on EPIC.
Complete a CLO Engagement Form or Consultant Visit Report. Keep a record of this and provide to your manager for review.

Fund awareness and member education

Attends industry forum meetings organized by Department of Labour and PSIRA to identify trends in the industry to curb non-compliance.

Attend Union meetings on request to advise on Fund processes and industry requirements.
Distribution of updated PSSPF information via brochures, as required.



Essential Knowledge, skills and Experience

Matric certificate or Recognition of Prior Learning
Good command of English
Valid Driver’s Licence
Communication Skills
At least 2 years employee benefits / retirement fund administration
Everest experience will be advantageous
Working knowledge of Microsoft Office packages especially Microsoft Excel, Word and Powerpoint and Outlook.
Analytical
Results and solutions driven
Customer-centric approach
Accuracy
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To view & apply for jobs on this site that accept applications from your location / country, tap here:
 
 
 
Search for further Jobs Here:
(Enter less keywords for more results. Suggestions may be selected)
Location
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
LOGIN Area - Jobsite