Employee Benefits Consulting Assistant

Delivering technical and operational support
within an employee benefits advisory space, this role focuses on crafting tailored
retirement fund solutions for Stand alone funds, Umbrella Fund employers and
fund members. Collaborating closely with a senior consultant across a defined
portfolio of clients, you will assist with effective scheme management
through meticulous documentation, and structured client
service.

Operating within commutable
distance to Woodmead, the arrangement accommodates remote
working whilst providing direct exposure to comprehensive employee benefit
structures and industry-leading service providers.

Key Responsibilities

• Compile,
  organise, and distribute detailed meeting agenda packs, minutes, and
  action item schedules for client meetings.
  
• Perform
  financial calculations, interpret scheme data, and conduct comparative
  benefit analyses to support client advisory requirements.
  
• Prepare
  comprehensive client reports, presentations, and consulting documentation
  to facilitate strategic decision-making.
  
• Liaise
  with product and service providers to source quotations, coordinate
  documentation, and assist with scheme reviews.
  
• Track
  and manage post-meeting deliverables to ensure all action items are
  executed within agreed timeframes.
  

Requirements

Essential Requirements

• Relevant
  tertiary qualification at NQF Level 6 or higher in Finance, Economics,
  Actuarial Science, Employee Benefits, Business, or a related field.
  
• Foundational
  knowledge of retirement funds, group risk benefits, and employee benefits
  structures.
  
• Proven
  analytical and numerical capability with experience interpreting financial
  data and performing benefit comparisons.
  
• Demonstrated
  experience preparing agendas, minutes, action item schedules, and
  presentation packs within a financial services or consulting environment.
  
• High
  attention to detail, strong self-motivation, and professional written and
  verbal communication skills.
  
• Residence
  within commutable distance of the City of Johannesburg, Gauteng.
  

Desirable Requirements

• Prior
  experience liaising with employee benefits product and service providers
  to coordinate reviews and quotations.
  

Required Software Skills

• Microsoft
  Excel
  
• Microsoft
  Word
  
• Microsoft
  PowerPoint
  

Benefits