Employee Benefits Adviser Assistant

3 days ago

Woodmead, South Africa PSG Wealth Financial Planning Full time

**VACANCY | EMPLOYEE BENEFITS ADVISER ASSISTANT | WOODMEAD, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
To provide the practice management with support in managing and following up on matters relating to Employer Funds with Providers, as well as supporting members employed by those clients. This is to support, help and guide employers to make the prudent financial decisions centered around ethical and sound advice. To protect and secure the futures of their most important assets

**Responsibilities**:

- Prepare and organise documents for client meetings
- Assist with the preparation of reports for presentations
- Submitting and following up on claims - death, disability, and withdrawal
- Providing benefit information & client queries
- Monitor and follow up on outstanding billings/schedules which includes resolving billing disputes and queries
- Maintain and update client records in the database on Mypractice
- Ensure that client portfolio is managed from end to end
- Diarising and following up on all pending matters
- Pension & Provident Funds
- Group Risk
- Medical Aid
- Section 14 transfer process as well as individual recognition of transfers
- Gap Cover
- Administer and follow up on Medical Underwriting

**Minimum requirements**:

- Matric
- BCom General or B.Admin Degree ( Advantageous)
- 3-5 Employee Benefits years experience
- Employee Benefits experience (Advantageous)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Passion for administration
- Detail oriented
- Communication skills
- Telephonic etiquette
- Strong administration, organising, prioritising and planning skills
- Strong work ethic, able to work with high volumes and pressure
- Problem solver
- Integrity
- Resilient

Application Question(s):

- Do you have a Bcom Degree ?

**Experience**:

- Employee Benefits : 3 years (preferred)

Work Location: In person

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