Hlengiwe Velile Masuku

• Drafting form H for section 14 .
• Drafting annexure for section 50.
• Loading disinvestment on both Living Annuity and retirements death claims on compass system.
• Apply for tax using Ebtax or tax automation on compass system for transfer and death claims .
• Loading claim payment on transfers ,death claims ,Divorce order and Maintenance claims .
• Doing draft payment and EFT payment for global payment on death claims .
• Updating status on CRM with each task performed and
• making sure all task on CRM has task notes.
• Ensure all required supporting document are attached on CRM, sending payment letter to FPC and other service provider.
• Attending to all quires received via email and giving correct feedback.
• Responsible for uploading of trustees resolution into the signing hub.
• Updating retirement death death report.
• Doing report project and testing for team.
• Check and releasing of payment in the system.

Loading disinvestment on withdrawals, retirement and discretionary product on compass system.

Apply for tax using Ebtax or tax automation on compass system.

Loading claim payment on withdrawals, retirement clams and updating status on CRM with each task performed.

Making sure all task on CRM has task notes.

Ensure all required supporting document are attached on CRM, sending payment letter to FPC and other service provider.

Attending to all quires received via email and giving correct feedback.

Responsible for managing the claims process that claims are pay-out within the correct turnaround time.

Doing draft payment and EFT payment for global payment.