We have a vacant position in our Administration Department for the position of Legal Assistant in Johannesburg. The assistant will report directly to the Legal Manager and ensure the maintenance and update of the spreadsheet for all complaints, manage the Financial Services Board’s Deposit Account for NMG, which includes checking the invoices and providing the necessary proof of payments made, and liaise with consultants, actuarial, clients and administrators.
Duties:
Applications in respect of Section 14 of the Pension Funds Act
Source information pertinent to Section 14 documents;
Draft Section 14 Applications;
Liaise with Consultants , Actuarial, Client, Administrators and Rules drafter in respectof Section 14;
Liaising with the Financial Services Board (FSB);
Submission of the finalized S14 document to the FSB;
Follow ups with the FSB and/or other administrator ;
Updates to relevant parties regarding progress of the Application;
Attend to queries from the FSB;
Drafting Extension Applications;
Uploading documents on FSB on-line system;
Maintaining and updating a spreadsheet of all the section 14’s;
Spreadsheets & Statistics for various clients;
Research Historical Section14’s as applicable;
Implement legislative changes in terms of Section 14’s.
Pension Funds Adjudicator Complaints
Opening of Electronic Complaint folders;
Managing queries;
Applying for extensions;
Reschedule of Conciliation Hearings and Requesting teleconferences if necessary;
Manage Meeting request process;
Submission of all responses to PFA Complaints;
Maintaining and updating a spreadsheet of all the Complaints;
Liaising with the PFA offices;
Updates to all parties where necessary ;
Follow ups in respect of Complaints.
Financial Services Board
Facilitate delivery and collection of mail when necessary;
Submission of various fund appointments with covering letter;
Manage Financial Services Board’s Deposit Account for NMG, which includes
checking the invoices and providing the necessary proof of payments made.
Fund De-registrations
Preparation of Forms F, F1 and Resolutions required to de-register funds;
Submission of various documentation to the Financial Services Board to facilitate deregistration of funds;
Attend to all queries raised by the Financial Services Board during the de-registration process;
Notification to all parties once a fund has been de-registered
Updating of spreadsheets to record the current status of de-registration.
Rules
Drafting of Special Rules and Revised Special Rules,
Submission of signed rules/special rules to the Financial Services Board (FSB) for registration and approval;
Assisting with responses to any queries raised by the FSB during the registration and
approval process;
Notification to all parties of registration and approval of rules;
Updating of spreadsheets to record the current status of rules.
Amendments
Drafting of amendments as requested;
Submission of signed amendments to the Financial Services Board for registration and approval;
Assisting with responses to any queries raised by the FSB and SARS during the registration and approval process;
Notification to all parties of registration and approval of amendments;
Updating of spreadsheets to record the current status of the amendments
Foreign Registration
Arranging for foreign registrations as requested;
Arranging for renewal of foreign registrations as requested ;
Notification to all parties of renewal registration;
Updating of spreadsheets to record the current status of the renewal
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