Senior Legal AdministratorCape Townxc2xb7 Responsible for processing and client service activities relating to the range of retirement and post retirement products we administer within peregrine administration services.Technical oversightxc2xb7 Regulatory compliance - ensure systems and processes are compliant and understand regulatory rules and controls wrt to legal administration (compulsory product processing and events death, divorces, disability)xc2xb7 Work with the legal and compliance team to un-pack regulatory changes impacting legal administration and put into system and processxc2xb7 Attend /represent at internal governance and management forums e.g. trustees board for the retirement funds, PAS Mancoxc2xb7 Work with processes and training to update key processesxc2xb7 Work with processes and training to keep the knowledge base up to date with regulatory and business rules related to legal administration.Process managementxc2xb7 Processing of death, disability, divorce order and maintenance claims as required.xc2xb7 Processing of retirement, pre-retirement and emigration withdrawals asxc2xb7 required.xc2xb7 Processing of transfers related to Retirement Funds and Living Annuities.xc2xb7 Processing of maintenance instructions including switches, change of details and Annuity Revaluations.xc2xb7 Resolution of complex casesxc2xb7 Apply or cancel relevant Tax Directive and ROT applications on ITax as and when required.xc2xb7 Complete manual ROT request and forms related to transfers.xc2xb7 Liaise with external Suppliers regarding transfers, withdrawals and claims from Retirement and Living Annuity Products within SLA.xc2xb7 Review and authorisation of the legal administration team cases.xc2xb7 Ensure all workflow items are actioned, i.e., processed or pended daily and clear notes updated on workflow systemxc2xb7 Assist the operations team leader to manage legal administration operational risk by;xc2xb7 Case reviewsxc2xb7 Review of workflow items near /over SLAxc2xb7 Review of pending casesxc2xb7 Review of key risk metrics like o/s ROTs and complaintsxc2xb7 Relevant qualification or B Com degree, financial or business managementxc2xb7 Min 5 years experience in LISP retirement productsxc2xb7 Knowledge of financial services industry and productsxc2xb7 Knowledge of retirement funds and life products6.3lcJob Types: Full-time, PermanentEducation:
Bachelors (Preferred)
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