Synopsis:
Leading financial services provider based in Sandton is looking to appoint a suitably skilled and experienced individual to consult with participating employers, assist with daily management and logistics of client portfolio and coordinate and facilitate between departments

Minimum Requirements:
• Matric
• BComm (Economics, Econometrics, Insurance, etc) OR BA Law
• IISA certifications
• FPI or part and studying towards – an advantage
• Valid Driver’s License and own car essential

Job Description:
Suitably skilled and experienced individual to consult with participating employers, assist with daily management and logistics of client portfolio and coordinate and facilitate between departments. Responsibilities include:
• Client renewal meetings, including:
o Ensuring agenda’s are drafted and all annexure are given to consultant for approval 3 weeks prior to renewal meeting
o Ensuring meeting agendas are collated, bound and distributed correctly 1 week before meeting
o Taking minutes / file notes and ensuring minutes / file notes are typed and given to consultant 1 week after meeting and minutes are circulated 2 weeks after meeting
o Matter arising to be auctioned within 1 month of meeting
• Administration, including:
o Distributing information to clients, insurance companies and other service providers
o Processing invoice payments where applicable
o Rebrokes – obtaining quotes for new and existing business from insurers, preparing analysis of quotation and recommendations for discussion with client
o Processing Section 14 – collating information, obtaining approval from Financial Services Board and transferring members between funds
o Distributing rule amendments
o Obtaining signatures from clients as required
o Issuing standards documents, including quarterlies, surveys, etc timeously
o General typing and administration
• Assisting consultant managing funds with:
o Resolving queries telephonically, in writing or site visits and required and approved by consultant
o Noting down queries from members
o Liaising with clients and internal departments
o Communicating draft member booklet, booklet schedules, general communication and information booklets to members
o Liaising with courier companies and assisting with packing packs
• Facilitating and coordinating internal departments, including;
o Liaising with communications department to ensure distribution of documentation, including member porters, etc
o Liaising between departments daily to ensure funds run smoothly
o Ensuring all relevant departments are aware of meeting dates, and are informedof subsequent changes
o Ensuring each department is aware of exact requirements for meetings, and ensuring requirements are met timeously
o Communicating client instructions, problems or queries are raised to relevant departments and that record thereof is captured to CRM
o Ensuring all clients instructions, problems or queries referred are satisfactorily dealt with and resolved