Ad is valid till: 31 October 2024
ID 924749

Assistant Consultant MMH241001-1

Role Purpose

Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.

Requirements
  • Relevant bachelors degree or equivalent
  • 1 to 3 years Financial Service Experience
  • Employee Benefit Consulting experience (Advantageous)
  • Registered FAIS rep (Advantageous)
Duties and Responsibilities
  • Under the guidance of Principal or Senior Consultant provide effective service to clients.
  • Assist the Senior Consultant and/or Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously.
  • Build a network of relationships with service providers to ensure effective service delivery to clients. Provide consistent service delivery to ensure client retention and satisfaction.
  • Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients.
  • Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer.
  • Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting.
  • Follow up on action items from client meetings ensuring that they are executed within agreed timelines.
  • Facilitate re-broke process of all clients in portfolio and prepare re-broke report.
  • Manage the section 14 process and ensure that they are processed within timeline as per legislation.
  • Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines.
  • Under the guidance of the Principal or Senior Consultant, provide accurate, current advice and information regarding solutions to all clients/stakeholder.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  • Give input in the development of initiatives to improve or enhance the client experience.
  • Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility.
  • Ensure implementation, tracking and measurement of all client deliverables in line with service level agreement.
  • Ensure accurate reports and documentation are provided to the clients as per agreement.
  • Look out for new business opportunities and or cross selling opportunities under the guidance of the Senior or Principal Consultant.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
As an applicant, please verify the legitimacy of this job advert on our company career page.-289468363

Occupation:
Finance jobs
Job location, contacts
Location:
Johannesburg
Gauteng
Company name:
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