Legal Assistant

Position Name Legal Assistant
 Reports to Legal / Contracts Manager
 Division NMG Administration
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 respect of 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

  • Liaising with the PFA offices;
  • Maintaining and updating a spreadsheet of all the Complaints;
  • Submission of all responses to PFA Complaints;
  • Manage Meeting request process;
  • Reschedule of Conciliation Hearings and Requesting teleconferences if necessary;
  • Applying for extensions;
  • Managing queries;
  • Opening of Electronic Complaint folders;
  • 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
General

  • General queries to and from external clients;
  •  General assistance in absence of Contracts Manager to internal & external parties;
  • General assistance to Contracts Manager;
  • Statistics for Management Committee meetings;
  • Reports for Management Committee and Board meetings.
Key Attributes

  • Commitment;
  • Attention to detail;
  • Ability to work independently with sufficient training;
  • Excellent verbal and written communication skills;
  • Good understanding of industry rules and regulations and the organisation compliance needs regarding Section 14 applications and Adjudicator cases;
  • Be resourceful with problem solving;
  • Willingness to learn and to assist with adhoc tasks when required;
  • Ability to multi-task when required.
Minimum Qualification

  • A three year relevant professional qualification or
  • Currently pursuing a qualification in the Legal field
Experience

  • At least 5 years’ experience in Employee Benefits (Legal drafting)
  • Advanced Excel and MS Word experience