Service Consultant
Momentum Group FundsatWork
- Administering provident and pension, risk only, census and employer portal funds
- Reconciliations on each fund
- Collection of debit orders and EFT payments
- Processing of claims on my portfolio (withdrawals, death, retirement etc)
- Applying for tax
- Claim payment
- Recognition of Transfers
- Section 14s
- Revision packs
- Client queries and client service for my entire portfolio of about +/-120funds
- I also do Quality Controlling of the other administrator's work.