Office Consultant
5 months ago
**Introduction**
**Role Purpose**
To assist with providing and efficient and effective service to clients by providing support to the consulting team.
**Requirements**:
- Relevant Bachelor’s Degree or Diploma
- 0-3 years’ experience within employee benefits environment
- Knowledge of the financial services, health, insurance and investment industry.
**ATTRIBUTES**
- Sense of urgency
- Analytical thinking
- Planning and Organising
- Interpersonal Relationships
**Duties & Responsibilities**
**INTERNAL PROCESSES**
- Build and maintain effective relationships with internal and external clients
- Assist with first line queries ensuring that they are resolved or escalated timeously
- Maintain a network of relationships with internal clients ensuring effective service delivery to consultants
- Maintain a consistent service delivery to consultants that will result in client retention and satisfaction
- Assist with action items from client meetings ensuring the timelines as agreed on are clearly stated
- Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings
- Co-ordinate all the components (logistics, catering ) of events, meetings and functions within budget and specifications
- Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting.
**CLIENT SERVICES**
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client
- Give input in the development of initiatives to improve or enhance the client
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
- Ensure client retention by ensuring successful service delivery to consultants
- Ensure accurate reports and documentation are provided to the clients as per agreement
**PEOPLE**
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development.
**FINANCE**
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external parties.
**Competencies**
- Client Commitment
- Drive for results
- Collaboration
- Self-awareness and Insight
- Diversity and Inclusiveness
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