Ushen Govender

I first started in the voluntary space of the Life and Retirements department. In May 2024 I joined the compulsory space and after honing my product and servicing knowledge with the new transaction types within space I became the second in command (2IC) in my team in September 2024

As the 2IC I am responsible for handling the administration for the team including; managing the team calender, planning the allocation schedule and planning the out-of office schedule for the team when someone is on leave or training.

I am also responsible for assisting my teammates with complex transaction processes/queries, onboarding new team members and handling any external queries when my team leader is out of office.

I have taken the opportunity in my stride and the opportunity has help greatly improve my leadership, administration and team play abilities.

Processing transfers of retirement products (Retirement Annuities, Pension, Provident and Living Annuity Funds) from various FPS into Allan Gray.

Processing of amendments to existing retirement products

Providing clients/financial advisors with excellent service throughout the transfer process, including validating instructions, timeously requesting any outstanding requirements, providing updates on major events and responding to any questions or requests.

Keeping accurate records of all client interactions with client's and advisors.