Assistant Consultant
Pretoria

BCom degree or similar

Reports to a Senior Consultant.

Consulting to the trustees/management committees of funds; assist in the daily managing of the funds with the ultimate objective of providing overall assistance and backup to the Senior Consultant.

· Trustee Meetings
· Administration
· Assist the consultant in managing funds
· Facilitating and co-ordinating internal departments
· Self development and People

· Ensuring agendas are drafted, and all annexure’s 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 trustee and sub- committee meetings, attend management committee and ad-hoc meetings, take minutes, ensure minutes are typed and given to the Senior Consultant 1 week after meeting, and circulate minutes within 2 weeks of meeting

· Matters arising to be auctioned within one month after meeting

· Liaising with communications department to ensure distribution of documentation

· 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

· Communicate client instructions, problems or queries raised to all relevant departments, either by telephone, visit, memo or email, ensuring that a record is placed on file and that the matter is satisfactorily dealt with

· 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

· Inter-Department and Consultant Relationships

· Contribution to the team Provision of completed agendas in the agreed timeframe at a standard of quality and in a format that the associate consultant would be prepared to provide to his/her client.

· Provision of completed minutes in the agreed timeframe at a standard of quality and in a format that the associate consultant would be prepared to provide to his/her client.

· Completed action items and confirmation / communication of same to clients

· Efficient servicing of client needs and management of client expectations

· Ensuring cohesive and consolidated servicing effort from all departments for the client’s benefit