FORMAL QUALIFICATIONS :

- Bcom Degree/BA Law/CFP/CFA advantageous
- Must have RE 5 Examination
- Must have an NQF 5

REQUIRED EXPERIENCE :
- Minimum 2 years employee benefits consulting, risk benefits and investments experience require

MAIN PURPOSE :
- 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.
- To act as the main contact person for the client in the absence of the Senior Consultant, and as the secondary contact if the senior consultant is present, in ensuring that the funds run effectively on a daily basis.

Level Summary
Position requires an individual with a minimum BCom degree and 2 years EB Consulting experience to report to a Senior Consultant.
This role entails 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.
Key Performance Area:

1. Trustee Meetings

Input (method used):
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 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
Output (result expected):
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 2. Administration
Input (method used):
Distribution of information to management committee representatives, insurance companies and asset managers
Processing payment of invoices (when applicable)
Performing rebrokes annually - obtain quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client
Processing section 14's - collating information, obtaining approval from financial services board, transferring members between funds
Assist in drafting annual reports and preparation of financial statements
Distributing rule amendments
Obtaining signatures from clients when necessary
Issuing standard documents, such as quarterlies, surveys, etc timeously to clients
Output (result expected):
Efficient servicing of client needs and management of client expectations
Assist the consultant in managing funds
Input (method used):
Deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant.
Taking queries from members
Liaising with trustees and other internal departments
Communication to members, - draft communications, distribute information booklets, liaising with couriers of companies
Communication to pensioners
Output (result expected):
Efficient servicing of client needs and management of client expectations
Facilitating and co-ordinating internal departments
Input (method used):
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
Output (result expected):
Ensuring cohesive and consolidated servicing effort from all departments for the client's benefit
Technical and behavioural competencies

Technical:
Strong knowledge of Employee Benefit Industry
Strong knowledge of Client Services
Relationship building & networking skills at all levels
Excellent oral & written communication skills
Behavioural (Interpersonal and Intrapersonal):
Attention to Detail
Organising and co-ordinating skills
Deadline driven
Assertive
Personal Growth Orientation (continuous self improvement)
Stress management
Result and Solution Focused
Resilient
Responsible & accountable
Customer Service Orientation
Relationship Building
Teamwork
Cognitive Competencies:
Analytical Thinking
Problem Solving

TCF
Fulfil his/her duties in such a manner that the relevant TCF outcomes are delivered
Constructively speaks up about any TCF short-coming in any part of the business
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences

ALL CANDIDATES THAT HAVE THE BELOW MINIMUM REQUIREMENTS WITHIN AN INSURANCE INDUSTRY WILL BE CONTACTED
Bcom Degree/BA Law/CFP/CFA advantageous
Must have RE 5 Examination
Must have an NQF 5
Minimum 2 years employee benefits consulting, risk benefits and investments experience require

SUITABLE CANDIDATES WHICH MEET THE ABOVE MINIMUM REQUIREMENTS SHOULD REPLY WITH A DETAILED WORD CV AND CURRENT SALARY