Role Purpose
Providing an efficient and effective service to clients by supporting the Senior Consultant in their fund engagement obligations.
Requirements
Experience And Qualifications
Matric (Grade 12).
Relevant Degree or Diploma.
1 to 3 years of Employee Benefits experience.
1 year of experience in minute-taking and agenda preparation.
Fund Administration experience is advantageous.
Duties & Responsibilities
Assist with first-line queries from clients and internal stakeholders, ensuring that they are resolved or escalated timeously.
Build and maintain a network of relationships with internal stakeholders, ensuring effective service delivery to consultants and clients.
Maintain a consistent service delivery to the consultants' team that will result in client retention and satisfaction.
Assist with and follow up on action items from client meetings, ensuring the timelines and required outcome as agreed with the client are clearly stated.
Preparation of agendas, board packs, minutes, and file notes for client meetings, ensuring quality, accuracy, and timeous reporting.
Provide documentation to the Legal Department for submission to the Financial Services Conduct Authority (FSCA) and follow up regularly to ensure timeous finalization.
Ensure maintenance of relevant databases (share drive) and records for the team, for ease of reference and retrieval of data (save documents).
Maintain an S14 register and assist with the monitoring of all section 14 applications, ensuring that the process followed is in line with legislation.
Update the Fund year plan and meeting schedule for the area of responsibility.
Maintain a register of all Pension Fund Adjudicator (PFA) complaints and ensure adherence to agreed timelines.
Competencies
Client Commitment.
Drive for results.
Self - awareness.
Diversity and Inclusiveness.
Impact and Influence.
Closing Date
2026/06/26