Associate Consultant at Alexander Forbes

Job description

Main Purpose

Alexander Forbes is looking for an Associate Consultant who will be placed in the Institutional Consulting department. Their main duties are to assist the consultant in managing funds , sit in on Trustee meetings and assist with Administration

Minimum requirements:

• Matric/Grade 12
• BCOM graduate (Economics/Econometrics, Isurance etc)
• BSc Actuarial Science
• CFP Advantageous
• Must be FAIS accredited

Knowledge and experience

6-12 months employee benefits consulting experience advantageous

Tasks:

Assist the consultant in managing funds:

• Deal with external queries telephonically, by written correspondence or visits as required or approved by the consultant
• Taking queries from members
• Liaising with management committee representatives and other internal departments
• Provide ongoing feedback to the consultant on all aspects relating to day to day activities.
• Communication to members: draft communication, distribute information booklets, liaising with couriers of companies

Trustee meetings:

• Ensuring agenda are drafted, and all annexures are given to the consultant for approval 3 weeks prior to the meeting
• Matters arising to be actioned within one month after meeting.
• Attend management committee and sub-committee meetings, take minutes, ensure minutes are typed and given to consultant 1 week after meeting, and circulate minutes within 2 weeks of meeting.
• Ensure that agendas for meetings are collated, bound and distributed correctly 1 week before the meeting

Administration:

• Distribution of information to management committees, insurance companies ad asset managers
• Processing payment of invoices
• Processing section 14's: collating information, obtaining approval from financial services board, transferring members between funds
• Ad hoc typing
• Requesting, checking and distributing rule amendments
• Obtaining signatures from clients when necessary
• Issuing standard documents, such as quarterlies, surveys etc, timeously to clients

Behavioural competencies:

• Respectful
• Mature
• Willing to learn
• Self starter
• Self motivated
• Deadline driven
• Good time management skills
• Ability to handle pressure
• Good attention to detail
• Confidence in communication with team members and internal/external clients
• Strong sense of responsibility
• Team player
• Excellent PC skills - full MS office
• Problem soliving ability

Additional inherent requirements:

• Unpaid overtime may be required to meet deadlines
• Own transport and drivers license essential