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Legal Administrator / Legal Assistant job vacancy in Cape Town.
Requirements:
- EXPERIENCE IN THE INVESTMENTS/ASSET MANAGEMENT SECTOR IS ESSENTIAL
- Degree – financial or business management ET
- Min 5 years’ experience in LISP retirement products
- Knowledge of financial services industry and products
- Knowledge of retirement funds and life products
Duties and Responsibilities:
- Responsible for processing and client service activities relating to the range of retirement and post-retirement products we administer within peregrine administration services.
Technical oversight - 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) - Work with the legal and compliance team to un-pack regulatory changes impacting legal administration and put into system and process
- Attend / represent at internal governance and management forums e.g. trustees board for the retirement funds, PAS Manco
- Work with processes and training to update key processes
- Work with processes and training to keep the knowledge base up to date with regulatory and business rules related to legal administration.
Process management - Processing of death, disability, divorce order and maintenance claims as required.
- Processing of retirement, pre-retirement and emigration withdrawals as required.
- Processing of transfers related to Retirement Funds and Living Annuities.
- Processing of maintenance instructions including switches, change of details and Annuity Revaluations.
- Resolution of complex cases
- Apply or cancel relevant Tax Directive and ROT applications on ITax as and when required.
- Complete manual ROT request and forms related to transfers.
- Liaise with external Suppliers regarding transfers, withdrawals and claims from Retirement and Living Annuity Products within SLA.
- Review and authorisation of the legal administration team cases.
- Ensure all workflow items are actioned, i.e., processed or pended daily and clear notes updated on workflow system
- Assist the operations team leader to manage legal administration operational risk by;
- Case reviews
- Review of workflow items near / over SLA
- Review of pending cases
- Review of key risk metrics like o/s ROTs and complaints