Delivering technical and operational support within an employee benefits advisory space, this role focuses on crafting tailored retirement fund solutions for Stand alone funds, Umbrella Fund employers and fund members. Collaborating closely with a senior consultant across a defined portfolio of clients, you will assist with effective scheme management through meticulous documentation, and structured client service.
Operating within commutable distance to Woodmead, the arrangement accommodates remote working whilst providing direct exposure to comprehensive employee benefit structures and industry-leading service providers.
Key Responsibilities
Compile, organise, and distribute detailed meeting agenda packs, minutes, and action item schedules for client meetings.
Perform financial calculations, interpret scheme data, and conduct comparative benefit analyses to support client advisory requirements.
Prepare comprehensive client reports, presentations, and consulting documentation to facilitate strategic decision-making.
Liaise with product and service providers to source quotations, coordinate documentation, and assist with scheme reviews.
Track and manage post-meeting deliverables to ensure all action items are executed within agreed timeframes.
Requirements
Essential Requirements
Relevant tertiary qualification at NQF Level 6 or higher in Finance, Economics, Actuarial Science, Employee Benefits, Business, or a related field.
Foundational knowledge of retirement funds, group risk benefits, and employee benefits structures.
Proven analytical and numerical capability with experience interpreting financial data and performing benefit comparisons.
Demonstrated experience preparing agendas, minutes, action item schedules, and presentation packs within a financial services or consulting environment.
High attention to detail, strong self-motivation, and professional written and verbal communication skills.
Residence within commutable distance of the City of Johannesburg, Gauteng.
Desirable Requirements
Prior experience liaising with employee benefits product and service providers to coordinate reviews and quotations.
Required Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Benefits
Work Arrangement
Hybrid (Office available in Woodmead, Johannesburg; candidate must be within commutable distance).