Associate Benefit Consultant (Tygervalley)

Overall purpose of the roleTo assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior / Principal Consultant. The position will entail servicing standard umbrella Fund clients.Key ResponsibilitiesAttend and coordinate Trustee Meetings and/or Joint Forum MeetingsAssist in the preparation of Agenda packsAssist in drafting minutes of Board and sub-committee meetingsAssist the senior consultant in managing funds in terms of their service level agreementAssist in investigating complaints and obtaining supporting documentationProject manage communication projectsAssisting with drafting member communicationFacilitating and co-ordinating interaction between internal departmentsSelf-developmentTechnical excellence in servicing corporate clientsEmbodying TCF in client interactionDemonstrating client centricityBuild client relationships and ensure client retentionAwareness of regulatory legislation and developments within the industryQualifications And ExperienceDegree or equivalent NQF levelCFP advantageousFAIS accreditation advantageousMinimum of 1-3 years Benefit Consulting Experience is requiredKnowledge and skillsKnowledge of Employee Benefits and wider financial services industry and processComputer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)Own car and drivers license Core competenciesCultivates Innovation by creating new and better ways for the organisation to be successful.Client Focus - Building strong Internal and external customer relationships and delivering customer-centric solutions.Drives Results - Consistently achieving results, even under tough circumstances.Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.Resilience - Rebounding from setbacks and adversity when facing difficult situations.Personal qualitiesOrganisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.Displays Care – Showing care and consideration to our clients that extends beyond professionalism.Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.