Vacancies

Job specification Fund Accountant – Employee Benefits Administration Area: GTC Johannesburg Key responsibilities Fund Audit’s and Fund Accounting Managing project deliverables Preparation of working papers Preparation of Annual Financial Statements Query resolution Financial control Monthly bank reconciliations High priority bank reconciliations sign off by 10th of every month. Standard priority bank reconciliations sign off by 15th of every month. Submit bank recon tasks for checking by month end. GTC and ex FLA funds Downloading of bank statements for Nedbank from Banking platform. Downloading of bank statements for Standard Bank from Banking platform. Downloading of bank statements for FNB from Banking platform. Request for bank statements to be uploaded on WF tasks. Everest Importing bank statements into Everest for Nedbank. Importing statements into Everest for FNB. Investigations and reconciliations (PAYE account 2000/178, Management Fee account, Creditors/Investments paid with cash 2000/8) for... Read More

Job specification Death Claim Administrator – Employee Benefits Administration  Area: GTC Johannesburg Key responsibilities Manage death claim notifications. Liaise with employers on death claim documentation and related matters. Liaise with insurers on claims, which includes the submission of claims, monitoring payment, and resolving queries. Conduct a section 37C investigation, which includes engagement with stakeholders and potential beneficiaries, both written and oral. Engaging directly with a Board of Trustees on the section 37C findings. Preparing Board resolutions on allocations and distributions. Processing of claims on business process systems, including tax applications. Liaising with beneficiaries on distribution and payments. Setting up trusts and beneficiary funds and liaising with the relevant service providers. Liaise with third-party professionals such as attorneys, executors, courts, trustees of trust funds. Preparing death claim reports for trustee meetings. Preparing reports for and presenting reports to Principal Officers or... Read More

Job specification Client Experience Consultant Contract position: Durban Key responsibilities Calling on members exiting, entering, retiring, and nearing retirement from retirement funds. Providing the initial contact for benefit advice counselling. Providing in and outbound telephony support across all business units Contacting members who responded to the system generated SMS interface within 24 hours of the member responding. Referring leads to the GTC sales representatives that are generated when engaging with members during the benefit counselling process. Communicating with fund consultants and/or employers (companies that member’s work for) in order to obtain outstanding contact information of members. Customer service and support throughout the client lifecycle. Comply with the GTC processes and procedures relating to the counselling process which includes complying with the Workflow system requirements. Skills and experience required National Senior Certificate/Matric required. Technology or marketing degree required.   Financial Services experience... Read More

Job specification Wealth managers needed Area: GTC national offices GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. GTC’s proprietary technology platform sees that retirement fund members are communicated with through a combination of automated process and people engagement. For those members seeking financial advice (ordinarily having recently joined or leaving a company sponsored retirement fund), these leads are passed on from GTC’s counsellors to wealth managers responsible for new business. GTC seeks wealth managers to fulfil this advisory role. This position is within the GTC offices around the country and accommodate financial planners with varying degrees of experience and expertise. Key... Read More

Job specification Junior Fund Accountant – Employee Benefits Administration Area: Johannesburg  Key responsibilities Investigate and clear all bank reconciliation items daily Prepare weekly and monthly bank reconciliations based on predefined deadlines. i.e. High priority bank reconciliations sign off by 10th of every month Standard priority bank reconciliations sign off by 15th of every month Downloading of bank statements for Standard Bank & FNB from Banking platform Importing bank statements into Everest Investigations and reconciliations (PAYE account 2000/178, Management Fee account, Creditors/Investments paid with cash 2000/8) for GTC Group Pension and Provident Main accounts Process accounting journals (i.e. invoices and bank recon) Importing payments to banking system Quarterly Accounting (Preparation) Preparation of Management Accounts Preparation of C48 Form for Retirement Funds Preparatory work in anticipation of year end Preparing the quarter end audit file as per the agreed format and checklist... Read More