Office Consultant - Sandton at Momentum Metropolitan Holdings Limited

Role Purpose    

• To assist with providing and efficient and effective service to clients by providing support to the consulting team.

Requirements    

• Relevant Bachelor’s Degree or Diploma
• 0-3 years’ experience within employee benefits environment
• Knowledge of the financial services, health, insurance and investment industry.

ATTRIBUTES

• Sense of urgency
• Analytical thinking
• Planning and Organising
• Interpersonal Relationships

Duties & Responsibilities    
INTERNAL PROCESSES

• Build and maintain effective relationships with internal and external clients
• Assist with first line queries ensuring that they are resolved or escalated timeously
• Maintain a network of relationships with internal clients ensuring effective service delivery to consultants
• Maintain a consistent service delivery to consultants that will result in client retention and satisfaction
• Assist with action items from client meetings ensuring the timelines as agreed on are clearly stated
• Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings
• Co-ordinate all the components (logistics, catering ) of events, meetings and functions within budget and specifications
• Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting.

CLIENT SERVICES

• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client
• Give input in the development of initiatives to improve or enhance the client
• Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
• Ensure client retention by ensuring successful service delivery to consultants
• Ensure accurate reports and documentation are provided to the clients as per agreement

PEOPLE 

• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external parties.

Competencies    

• Client Commitment
• Drive for results
• Collaboration
• Self-awareness and Insight
• Diversity and Inclusiveness