Employee Benefits Consulting Assistant

Job Description

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

Work Arrangement

Hybrid (Office available in Woodmead, Johannesburg; candidate must be within commutable distance).

Working hours

8 am - 4 pm (flexible)

Apply Now

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