Administrator: Tracing (agents)

KEY RESULT AREAS:

The purpose of the post is to assist in the tracing of beneficiaries to enable the processing of unclaimed and unpaid benefits for the organisation.

The incumbent of this position will be responsible for a wide variety of financial administrative tasks which includes the following, but not limited to:

Trace beneficiaries:

• Find contact details on ITC and other platforms in order to identify members and beneficiaries for unclaimed benefits
• Contact potential candidates, confirming their personal particulars, in order to validate their status as beneficiaries
• Engage government departments and other community platforms to trace beneficiaries and members on unclaimed benefits list.
• Rectify errors by updating the system with the correct information provided by the clients.
• Send unclaimed benefit cases and documents successfully traced to Pretoria Head Office tracing division.

Prepare cases for processing:

• Provide administrative support by collating the documentation required to process cases not traced to unclaimed benefits;
• Check the system against documentation provided in order to avoid issues with processing;
• Send death benefit form to client in accordance with benefit to which he/she is entitled;
• Capture accurate information onto database with respect to beneficiaries eligible for re-issues based on documentation provided.

Verify cases:

• Perform data integrity checks, following standard processes;
• Generate weekly and monthly unclaimed benefit reports, reflecting the status of cases for the attention of the Supervisor and Manager.

REQUIREMENTS:

• An appropriate three-year tertiary qualification/degree/national diploma (at least 360 credits) (Finance related) with 18 months proven experience in accounting/financial management of which at least 6 months should be in Tracing or Debtors OR
• A Senior Certificate/Grade 12 coupled with three years appropriate proven experience in accounting/financial management field of which 6 months should be in Tracing or Debtors
• Computer literacy that would include a good working knowledge of Microsoft Office products, especially Microsoft Excel and Word.
• Geographical knowledge of the area applying for is essential
• Proficiency in English is a requirement and the ability to speak any of the other official languages in the province (applying for) will be essential (Xhosa)
• The applications of individuals currently residing in the geographical area (town/city) of the Eastern Cape applying for, may receive preference (note that proof of residence may be requested when shortlisted)
• A Valid driver’s license will be an added advantage

COMPETENCIES:

• Knowledge of PFMA
• Knowledge of Public Service Act (PSA)
• Integrity
• Analytical skills
• Customer orientation
• Ability to prioritize
• Time management skills
• Effective communication skills (written and verbal)
• Ability to work in a team
• Problem solving skills
• Deadline driven