Assistant Retirement Fund Consultant

4 weeks ago

Melrose, South Africa Fussell & Associates Full time

Join a dynamic Financial Services Company based in Melrose North, Gauteng

Responsibilities and Duties:
Assist Retirement Fund Consultant with preparation of Agenda, Draft minutes of meeting, Action matters arising, Build relationships with HR contacts, Resolving client queries, Preparation of member presentations, Annual rate reviews - market review process, Completion of compliance

Knowledge, skills and attributes:
Must be FAIS compliant with minimum 120 credits, Minimum 2 years retirement and risk client service consulting experience, be able to work as part of a team, ability work accurately with attention to detail, good communication skills, self-disciplined and deadline focused, Srong critical thinking and analytical problem solving, Fluent in English, Office 365 compliant, Dynamic and enthusiastic yet professional.

Ability to commute/relocate:

- Melrose, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Certificate (required)

**Experience**:

- Retirement Funds: 2 years (required)

License/Certification:

- driver's license (required)
- RE5 certificate (required)

Application Deadline: 2023/05/31

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