Assistant Consultant

7 days ago

Sandton, South Africa Momentum Metropolitan Holdings Full time

-Introduction
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
- 1 to 3 years Financial Service Exprience
- Employee Benefit Consulting experience (Advantageous)
Duties & Responsibilities
- Under the guidance of Principal or Senior Consultant provide and effective service to clients
- Assist the Principal and 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
- Facilitate re-broke process of all clients in portfolio and prepare re-broke report
- Manage the section 14 process and ensure that they are processed within timeline as per legislation
- Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines
- Under the guidance of the Principal or Senior Consultant, provide accurate, current advice and information regarding solutions to all clients/stakeholder
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Give input in the development of initiatives to improve or enhance the client experience
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
- Ensure implementation, tracking and measurement of all client deliverables in line with service level agreement
- Ensure accurate reports and documentation are provided to the clients as per agreement
- Look out for new business opportunities and or cross selling opportunities under the guidance of the Senior or Principal Consultant.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients
Competencies
- Analytical thinking
- Sense of urgency
- Planning and Organising
- Interpersonal Relationships
- Influencing

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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