Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at
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Role Purpose
Draft, register and resolve queries relating to legal documents of both freestanding and umbrella retirement fund clients as well as risk, annuity and investment insurance policies.
Requirements
Experience and Qualifications
- Matric
- 1 - 3 Years' employee benefits or other insurance experience would be advantageous, but is not a requirement.
- Previous legal drafting, legal secretarial or paralegal experience in any industry would be advantageous, but is not a requirement.
Duties & Responsibilities
- Accurately draft and maintain freestanding and umbrella retirement fund rules and special rules as well as risk, annuity and investment insurance policies that comply with legislation, client requests, as well as fund administrator and insurer conditions.
- Ensure that the special rules are registered with the Financial Sector Conduct Authority (FSCA) and timeously respond to FSCA queries.
- Once competent, assist with checking of drafts completed by less experienced contract specialists.
- Attend to requests received in central mailbox and ensure that requests are resolved timeously and effectively.
- Continuously update postbooks, workflow and document management systems regarding own work.
- Maintain consistent service delivery to ensure client satisfaction.
- Ensure turnaround times are met as set out in our service level agreement.
- Maintain extensive Momentum Corporate product knowledge to effectively and accurately respond to queries.
- Adhere to organisational best practices and legislative requirements.
- Ensure all risks are mitigated and escalated where necessary.
- Ad hoc drafting project work.
Skills
- Accountability
- Meticulous attention to detail
- Analytical and problem-solving skills
- Ability to work independently and as part of a team
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