Assistant Pensions Consultant at NMG Benefits

Job description

Key Performance Objectives

• Compile fee notes for Finance to send to clients/Funds, where necessary
• Ensure that the team adheres to all aspects of the Consultant’s Best Practice guide
• In conjunction with Consultants and team Manager, develop relationships with clients
• Keep written record of all communication with client and interaction i.e. meetings, telephone conversations
• Attend regular meeting with Senior Consultant to discuss workflow and problem areas
• Attend regular meetings with administrators/service providers regarding status of Funds
• Assist and reply timeously to clients with written and verbal interaction
• Liaise internally and externally regarding setting up of meetings
• Prepare and compile reports and file notes as and when required
• Attend training sessions scheduled by NMG or external providers
• Maintain and update workflow spreadsheet for all clients and ensure compliance
• Follow up on medical requirements for member and underwriting decisions
• Prepare and bind agenda packs with the assistance of the Consultant
• Monitoring of work flow and deliverables to clients
• Attend Trustee/manco meetings and other adhoc meetings as required
• Prepare skeleton minutes for consulting team and peer review final minutes
• Monitor action items from Trustee/manco meeting minutes and all other documentation to ensure compliance
• Perform any related duties as requested by Management
• Back office query resolutions
• Handle member admin and consulting queries
• Constant follow up and feedback to relevant parties
• Monitor time keeping and leave planning
• Relief receptionist in terms of reception duty roster

Minimum Qualification

• A matric certificate

Experience

• Consulting/Administration/supervisory Experience.
• Minimum 1-2 years’ experience in the employee benefits environment
• MS Office with Word, Excel and PowerPoint skills
• Presentation skills

Other requirements

• Preferable - Driver’s license and own transport
• Speaking of an African language will be advantageous
• Competencies (skills required).
• Interpersonal skills
• Problem Solving
• Conflict Management
• Communication Skills
• Planning and Organising Skills
• Business Acumen
• Presentation Skills