Employee Benefit Consultant

SUMMARY:
Company is looking for a Consultant to consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior Consultant

POSITION INFO:

JOB DESCRIPTION

Management Committee Meetings

• Ensuring agendas are drafted, and all annexures are given to Senior Consultant for approval 3 weeks prior to the meeting
• Ensure that agendas for meetings are collated, bound and distributed correctly 1 week before the meeting
• Attend management committee and ad-hoc meetings, take minutes, ensure minutes are typed and given to the

Administration

• Distribution of information to management committee representatives, insurance companies and asset manager
• Performing rebrokes – obtain quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client
• Efficient servicing of client needs and management of client expectations

Assist the consultant in managing funds

• Deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant.
• Taking queries from members
• Efficient servicing of client needs and management of client expectations

Facilitating and co-ordinating internal departments

• Internal liaison between departments to ensure that funds run smoothly on a daily basis
• Ensure that all relevant departments are aware of management committee and ad-hoc meetings dates, and that they kept informed of subsequent changes, ensure that each department is aware of exactly what is required of them for these meetings, and ensure that the requirements are met timeously
• Ensuring cohesive and consolidated servicing effort from all departments for the client’s benefit

Self-development and People

• Development knowledge of the employee benefits industry and investment matters
• Acquaint oneself with relevant legislation i.e. Pension funds Act, Taxation, FAIS Act etc
• Keep abreast of changes in employee benefits industry
• Continued Education – self development

JOB REQUIREMENTS

Formal Qualifications

• BCom Degree/BA Law
• CFP/CFA advantageous
• FAIS accreditation advantageous

Experience Required:

• Minimum 2 years employee benefits consulting, risk benefits and investments experience required

Additional Requirements:

• Valid driver’s licence and own car
• FAIS accreditation (advantageous)
• Ability to handle pressure and tight deadlines
• Presentations skills

NB! This job is now closed. You can apply for other jobs by uploading your CV.