Retirement Fund Consultant

Engage key representatives of the client to understand their context and needs Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g. changing member demographics, anticipated organisational restructures and frequently asked...

1. ENGAGE KEY REPRESENTATIVES OF THE CLIENT TO UNDERSTAND THEIR CONTEXT AND NEEDS Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g changing member demographics, anticipated organisational restructures and frequently asked...

**Bryanston** **Financial Services** **R417 211 - R531 518 CTC** Our client is looking for an experienced, due-diligent individual who excels in Customer services. **Duties and responsibilities**: **Engage key representatives of the client to understand their context and needs** **Partner with Employer representatives and HR professionals to identify...

**QUALIFICATIONS, COMPETENCY AND EXPERIENCE** - Matric, FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams) and continuous learning is expected - MS Office proficient and proficiency in English (second language proficiency preferable); driver’s license and own car - 3-year experience in Employee Benefits Consulting **KEY RESPONSIBILITIES AND...

QUALIFICATIONS, COMPETENCY AND EXPERIENCE Matric, FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams) and continuous learning is expected MS Office proficient and proficiency in English (second language proficiency preferable); driver's license and own car 3year experience in Employee Benefits ConsultingKEY RESPONSIBILITIES AND...

**MAINTAIN MEMBER/PENSIONER SYSTEMS DATA** - Prepare member data, according to standard procedure and submit to Home Affairs Department with a request for verification of member and pensioner existence. - Identify invalid records and refer for verification, requesting additional information from member - Send standard letters to the families of the...

**Provide specific administrative support to customer **queries** - Attend to various standard enquiries, as well as urgent pension related enquiries in the absence of the advisors; escalate as and when necessary. - Assist dependents with the completion of claim documents. - Complete and timeously submit EPPF death claim forms, attach certified documents in...

**1. Maintain Member / Pensioner Systems Data.** - Prepare member data, according to standard procedure and submit to Home Affairs Department with a request for verification of member and pensioner existence. - Identify invalid records and refer for verification, requesting additional information from member. - Send standard letters to the families of the...

**Shaping member experience strategy and best practice interventions for the EPPF** - Assist the fund in understanding the underlying experiences, needs and sentiment of each segment of members - Leverage member data in a meaningful way to support insights which shape the strategy and enable best preparation of members for the milestone of retirement in a...

**Key Responsibilities** - Demonstrate a good understanding of the Employee Benefits (medical scheme, retirement fund, group risk, employee wellness programme, expatriation health benefits etc.) industry and the products available in the market; - Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save onto the...

Shaping member experience strategy and best practice interventions for the EPPF Assist the fund in understanding the underlying experiences, needs and sentiment of each segment of members Leverage member data in a meaningful way to support insights which shape the strategy and enable best preparation of members for the milestone of retirement in a convenient...

**Resolve inbound customer queries** - Receive, handle and resolve all incoming customer queries and enquiries timeously in a professional manner, using information from the system across the various channels - Verify customers to make sure that you are addressing the member of the Fund before giving out information. - Explain benefit structure of Fund and...

1. Member segmentation and enhance the member experience Segment members, understand their profiles and map their ideal member journey, identifying touchpoints and moments of truth to deliver exceptional service and EPPF brand values. Identify the gaps or shortfalls in member experience across all touchpoints, for all kinds of customer interactions,...

**PROVIDE LEGAL AND ADMINISTRATIVE SUPPORT TO LEGAL ADVISOR** - Perform accurate legal research and analysis. - Interpret laws, rulings and regulations in legal documents. - Compile, proofread and revise drafts of legal documents and reports. - Daily record keeping with electronic and hard copy filing of documents. - Obtain relevant information for Legal...

Resolve inbound customer queries Receive, handle and resolve all incoming customer queries and enquiries timeously in a professional manner, using information from the system across the various channels Verify customers to make sure that you are addressing the member of the Fund before giving out information. Explain benefit structure of Fund and provide a...

**ROLE DESCRIPTION** **Oversee fund administration duties for administrators** - Prepare up to date, accurate, monthly reports and statistics for the Benefits Processing Manager - Maintain the statistical records of members and pensioners and prepare a submission to the EXCO meeting on a monthly basis. - Ensure that audit controls are in place and audit...

ROLE DESCRIPTIONOversee fund administration duties for administrators Prepare up to date, accurate, monthly reports and statistics for the Benefits Processing Manager Maintain the statistical records of members and pensioners and prepare a submission to the EXCO meeting on a monthly basis. Ensure that audit controls are in place and audit requests are closed...

KEY RESPONSIBILITIES AND ACCOUNTABILITYTECHNICAL CONSULTING (analyse, strategies and communicate) Conduct thorough analysis of clients' overall employee benefits (e.g., medical scheme, retirement fund, group risk, wellness programme, occupational health, expatriation cover etc.) with the objective of quantifying related costs, risks, inefficiencies,...

**1. Delivery of user service and support** - Provide excellent customer/ client experience. - Document and log calls from end users. - Analyse and take proper decision on the most suitable software and hardware to implement. - Demonstrates cost consciousness and awareness of personal contribution to costs and productivity. Identifies and escalates potential...

Member segmentation and enhance the member experience: - Segment members, understand their profiles and map their ideal member journey, identifying touchpoints and moments of truth to deliver exceptional service and EPPF brand values. - Identify the gaps or shortfalls in member experience across all touchpoints, for all kinds of customer interactions,...