Lucille Paulse

Experience

• 

  Alexander Forbes Financial Services

  May 1996 - Oct 2017

  Senior Fund Administrator

  Financial success and Operational Effectiveness • Maintaining expenses in line with Branch standards and limits• Maintaining & managing Fund Allocations• Eliminating PI Claims-ensure that all calculations are done correctly and pay correctly in terms of amount Ensure accurate execution of all tasks within "role specific below" and within SLA and agreed standards• Fund administration (where applicable) (non pensioners) - job role specificEmbracing TCF• Ensure that TCF is understood and practiced at all times.• Draw on TCF management information (and potentially contribute towards the input thereof) to monitor progress in TCF and address short-comings relevant to my area with urgency.• Keep abreast of latest TCF information and guidelines as from time to time.Client Service• Ensure effective and efficient service delivery to both Internal and external clients.• Ensure quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.• In this service orientated business, clear and precise communicating is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients.• The image of Alexander Forbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.• Attend and conduct client meetings as and when required.• Resolve client queries arising from client meetings.Role Specific• Process monthly bills (reconciliations) – portfolio of pension and provident funds.• Ensure contributions are received by the 7th of the month and schedules by the 15th of the month.• Allocate contributions within the service level agreement of 5 days agreed standard. Show less

• 

  First Light Administration Services (Pty) Ltd

  Sept 2002 - Jan 2003

  Fund Adminstrator
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  Grant Thornton South Africa

  Nov 2017 - May 2018

  Supervisor
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  Sygnia Asset Management

  Jun 2018 - now

  • Reinsurance Claims Administrator

    Feb 2022 - now

  • Retirement Fund Administrator

    Jun 2018 - Apr 2022