Sandra Rudd
Senior Administrator at RISE- Claim this Profile
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English Full professional proficiency
Topline Score
Bio
Rupert Smith
Sandra is a diligent process driven individual. During the period Sandra was assigned to our account we could always rely on her to deliver requirements on time, and to go the extra mile when required.
Rupert Smith
Sandra is a diligent process driven individual. During the period Sandra was assigned to our account we could always rely on her to deliver requirements on time, and to go the extra mile when required.
Rupert Smith
Sandra is a diligent process driven individual. During the period Sandra was assigned to our account we could always rely on her to deliver requirements on time, and to go the extra mile when required.
Rupert Smith
Sandra is a diligent process driven individual. During the period Sandra was assigned to our account we could always rely on her to deliver requirements on time, and to go the extra mile when required.
Credentials
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Master Diploma in Teaching English to Speakers of Foreign Languages
TEFL Training CollegeFeb, 2017- Nov, 2024 -
Certificate of Proficiency
THE INSURANCE INSTITUTE OF SOUTH AFRICA -
Certrificate in Retirement Fund Management
University of South Africa/Universiteit van Suid-Afrika -
Intermediate Certificate in Business Studies
THE INSURANCE INSTITUTE OF SOUTH AFRICA
Experience
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RISE
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South Africa
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Financial Services
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1 - 100 Employee
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Senior Administrator
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May 2016 - Present
Permanent staff effective 01/08/2016 Coordinate monthly processing of funds. This includes updating, reconciling and maintaining of all employee records and benefits. (Mainframe system – Everest) Maintain and manage fund allocations. Identify funds where payments are outstanding, and issues credit control letters and invoices for late payment interest in accordance with processes and procedures ecessary reporting in terms of Section 13(a) Issue benefit statements as per service level agreements Deal with clients / brokers / sales consultants and internal specialist departments through correspondence, telephone and e-mail. Maintain good relationships and regular interaction with clients and participating employers Ensure that workflow system, control sheets and reports are maintained and updated at all times Resolve queries and complaints and ensure that requests are dealt with in a timeous manner. Show less
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Fussell & Associates (Pty) Ltd
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South Africa
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Financial Services
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1 - 100 Employee
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EB Fund Administrator
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Oct 2008 - Jun 2015
Co-ordinate and maintain a full fund portfolio (Pension, Provident, Funeral and Risk only funds)This includes monthly processing of each fund - confirmation of fund payments, calculate and invoice employers that incur late payment interest ,reconciliation of data, processing member records, cash flows, investments, checking fund values and ensuring the fund is administered in accordance with the fund rules and legislation Processing of unit-linked funds - daily unit pricing of fund, investments and disinvestments. Ensure pricing and fund/member values correct as values are determined daily by the markets. Claim processing - death, retirement, resignation, retrenchment & funeral - review and monitor claims until payment. Request relevant or outstanding documentation, process disinvestments, apply for tax directives, issue payment letters and liaise with clients regarding queries. Prepare and issue benefit statements. Draft and issue member booklets & summaries Ensure that administration reports, cash flow statements, minutes of meetings together with all actioned items are collated and distributed timeously to Fund Managers, Trustees, Consultants and Employee Representatives. Managing client year plan to ensure proper management of all regulatory and governance requirements. Processing of Section 14's - Prepare documentation, compile membership and fund values. Maintaining good relationships with employers, brokers, fund investment managers and members Operating mainframe system : Compen, ADSA and then Everest Show less
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Liberty Group South Africa
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South Africa
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Insurance
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700 & Above Employee
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Call Centre Agent
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Jan 2008 - Sep 2008
On contract as a call centre agentEstablish client requirements, verify information and inform clients by explaining procedures.Determine eligibility by comparing client information to requirements.Ensure all calls logged, updated and replied to correctly within turnaround times.Good product, telephone and computer system knowledge for effective and efficient service to clients.Understanding of all departments’ procedures and work processes.
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Senior Administrator & New Business Administrator
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Jan 2000 - Dec 2007
Position : New Business Administrator Process installation of new funds onto the Liberty Life System.Prepare installation packs, with all relevant information and documentation pertaining to new fund.Processing of commission to financial advisors within service level agreement.Position: Senior AdministratorReconcile, process and maintain monthly administration of funds on system in accordance with relevant legislationIssue regular member statements, fund summaries, data for annual financials and administration reports.Provide and prepare documentation, letters and other communication requirements for clients.Operating mainframe system : Compass & BCD (Blueprint Corporate Design) and Fedsure - QuantumOriginally commenced employment with Fedsure, then company was acquired by Investec (09/2001), then by Liberty Life (10/2003).Reason for leaving – Resignation Show less
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PSG Financial Services
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South Africa
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Financial Services
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700 & Above Employee
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Senior Portfolio Administrator
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Jun 1998 - Dec 1999
Monthly processing and maintenance of free standing Pension and Provident funds Collection of monthly payments from employers, payment of investments and premiums to insurers. Preparation and issuing of member statements and quotes. Reconciliation of membership and cash flows. Process withdrawal, retirement and death claims. Preparation and drafting of Section 14 documentation for submission to FSB. Timeous and effective client and member communication and service delivery. Prepare and calculate commission and issue statements to financial advisors. Multisure merger with PSG Channel Administrators - 1 March 1999 Show less
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Commercial Union Life Assurance Company Limited
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United Kingdom
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Legal Services
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1 - 100 Employee
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Employee Benefits Administrator
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Nov 1995 - Aug 1998
Administration of group risk funds. Maintain membership and employee information on system. Generate fund renewals and quotations for brokers. Deal with and control commission, reassurance, premiums due and received. Process benefit statements Reason for leaving – retrenchment (company closed) Administration of group risk funds. Maintain membership and employee information on system. Generate fund renewals and quotations for brokers. Deal with and control commission, reassurance, premiums due and received. Process benefit statements Reason for leaving – retrenchment (company closed)
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MIBFA
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South Africa
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Insurance
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200 - 300 Employee
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Senior Claims Administrator
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Jan 1992 - Nov 1995
Administration of industrial funds within the metal industries Process, calculate and action payment for withdrawal, retirement and death claims. Assist at reception with client queries, complaints and requests Checking of processed claims and cheque information before dispatching. Issue duplicate IRP5’s (manually) Member and SARS tax queries Reason for leaving – resignation Administration of industrial funds within the metal industries Process, calculate and action payment for withdrawal, retirement and death claims. Assist at reception with client queries, complaints and requests Checking of processed claims and cheque information before dispatching. Issue duplicate IRP5’s (manually) Member and SARS tax queries Reason for leaving – resignation
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Old Mutual South Africa
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South Africa
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Financial Services
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700 & Above Employee
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Grade 14 Administrator in Employee Benefits – Insured Benefits Regional Department
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Jan 1991 - Jun 1991
Administration of group risk funds Organise, coordinate and maintain collection of monthly fund payments, membership reconciling, payment of reassurance, commission, premiums due and received Facilitate policy renewals and quotations for brokers. Reason for leaving – resignation (Husband transferred back to Johannesburg & birth of 2nd child) Administration of group risk funds Organise, coordinate and maintain collection of monthly fund payments, membership reconciling, payment of reassurance, commission, premiums due and received Facilitate policy renewals and quotations for brokers. Reason for leaving – resignation (Husband transferred back to Johannesburg & birth of 2nd child)
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Electrical Industrial Council
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Cape Town, CBD
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Administrative Assistant
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Oct 1990 - Dec 1990
On contract as an administrative assistant Office support by fielding telephone calls, receiving customers and scheduling appointments. Providing clerical and administrative support to office staff, assisting with medical aid claims, detailing changes and general enquiries. On contract as an administrative assistant Office support by fielding telephone calls, receiving customers and scheduling appointments. Providing clerical and administrative support to office staff, assisting with medical aid claims, detailing changes and general enquiries.
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MIBFA
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South Africa
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Insurance
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200 - 300 Employee
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Claims Administrator
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Apr 1989 - Aug 1990
Administration of industrial funds within the metal industries Process, calculate and action payment for withdrawal, retirement and death claims. Assist at reception with client queries, complaints and requests Reason for leaving – resignation (Husband transferred to Cape Town) Administration of industrial funds within the metal industries Process, calculate and action payment for withdrawal, retirement and death claims. Assist at reception with client queries, complaints and requests Reason for leaving – resignation (Husband transferred to Cape Town)
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Department of Posts & Telecommunication
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Joubert Park, Johannesburg
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Clerk
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Jan 1985 - Jan 1988
Issue telephone contracts General office administration Client queries, complaints and requests Reason for leaving – resignation (birth of 1st child) Issue telephone contracts General office administration Client queries, complaints and requests Reason for leaving – resignation (birth of 1st child)
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Education
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University of South Africa/Universiteit van Suid-Afrika
Progamme in Retirement Fund Management / Introductory Programme / ICBS & COP, Retirement Fund Management -
1980 - 1984
Mondeor High School
Matric, Academic Shool -
2017 -
TEFL Training College
Master Diploma in Educational Studies, TESOL & TEFL -
University of South Africa/Universiteit van Suid-Afrika
Certificate in Retirement Management , ICBS & COP, Finiancial Services
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