Assistant Consultant

2 weeks ago


Sandton, South Africa Momentum Corporate Full time

**Introduction**

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.

**Requirements**:

- Relevant bachelor’s degree or equivalent
- RE5 Exam
- 3 to 5 years’ experience in Employee Benefit Consulting

**Duties & Responsibilities**
- Under the guidance of Principal or Senior Consultant provide effective service to clients
- Assist the Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
- Build a network of relationships with service providers to ensure effective service delivery to clients
- Provide a consistent service delivery to ensure client retention and satisfaction
- Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
- Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
- Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
- Follow up on action items from client meetings ensuring that they are executed within agreed timelines
- Under the guidance of Principal or Senior Consultant provide effective service to clients
- Assist the Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
- Build a network of relationships with service providers to ensure effective service delivery to clients
- Provide a consistent service delivery to ensure client retention and satisfaction
- Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
- Follow up on action items from client meetings ensuring that they are executed within agreed timelines

**Competencies**
- Analytical thinking
- Sense of urgency
- Planning and Organising
- Interpersonal Relationships
- Influencing



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