Consultant-Alexander Forbes Group

Introduction...
Alexander Forbes is looking for a Consultant to consult to the trustee’s/management committees of funds, 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 Consultant.
Minimum Requirements...
Formal Qualifications

Bcom Degree/BA Law

CFP/CFA advantageous

FAIS accreditation advantageous

Experience Required:

Minimum 2 years employee benefits consulting, risk benefits and investments experience required

Additional Requirements:

Valid driver’s licence and own car
FAIS accreditation (advantageous)
Ability to handle pressure and tight deadlines
Presentations skills


Job Specification...
Main Purpose

To consult to the trustees/management committees of funds, 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 Consultant.

To act as the main contact person for the client in the absence of the Senior Consultant, and as the secondary contact if the senior consultant is present, in ensuring that the funds run effectively on a daily basis.

Level Summary

Position requires an individual with a minimum BCom degree and 2 years EB Consulting experience to report to a Senior Consultant

Scope
This role entails consulting to the trustees/management committees of funds; assist in the daily managing of the funds with the ultimate objective of providing overall assistance and backup to the Senior Consultant.


Key Performance Area:

Management Committee Meetings
Administration
Assist the consultant in managing funds
Facilitating and co-ordinating internal departments
Self development and People

1. Management Committee Meetings

Input:

Ensuring agendas are drafted, and all annexures are given to Senior Consultant for approval 3 weeks prior to the meeting
Ensure that agendas for meetings are collated, bound and distributed correctly 1 week before the meeting
Attend management committee and ad-hoc meetings, take minutes, ensure minutes are typed and given to the Senior Consultant 1 week after meeting, and circulate minutes within 10 days of meeting
Matters arising to be actioned within one month after meeting
Output:

Provision of completed agendas in the agreed timeframe at a standard of quality and in a format that the associate consultant would be prepared to provide to his/her client.
Provision of completed minutes in the agreed timeframe at a standard of quality and in a format that the associate consultant would be prepared to provide to his/her client.
Completed action items and confirmation / communication of same to clients
2. Administration

Input:

Distribution of information to management committee representatives, insurance companies and asset managers
Processing payment of invoices (when applicable)
Performing rebrokes – obtain quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client
Processing section 14’s – collating information, obtaining approval from financial services board, transferring members between funds
Distributing rule amendments
Obtaining signatures from clients when necessary
Issuing standard documents, such as quarterlies, surveys, etc timeously to clients
Output:

Efficient servicing of client needs and management of client expectations
3. Assist the consultant in managing funds

Input:

Deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant.
Taking queries from members
Liaising with trustees and other internal departments
Communication to members, - draft communications, distribute information booklets, liaising with couriers of companies
Output:

Efficient servicing of client needs and management of client expectations
4. Facilitating and co-ordinating internal departments

Input:

Internal liaison between departments to ensure that funds run smoothly on a daily basis
Ensure that all relevant departments are aware of management committee and ad-hoc meetings dates, and that they kept informed of subsequent changes, ensure that each department is aware of exactly what is required of them for these meetings, and ensure that the requirements are met timeously
Communicate client instructions, problems or queries raised to all relevant departments, either by telephone, visit, memo or email, ensuring that a record is placed on file and that the matter is satisfactorily dealt with
Output:

Ensuring cohesive and consolidated servicing effort from all departments for the client’s benefit
5. Self development and People

Input:

Development knowledge of the employee benefits industry and investment matters
Acquaint oneself with relevant legislation i.e. Pension funds Act, Taxation, FAIS Act etc
Keep abreast of changes in employee benefits industry
Inter-Department and Consultant Relationships
Contribution to the team
Output:

Continued Education – self development
Relationship with colleagues
Team work


Technical and Behavioural Competencies

Technical:

Developing knowledge of Employee Benefit Industry
Strong knowledge of Client Services
Relationship building & networking skills at all levels
Excellent oral & written communication skills
Behavioural (Interpersonal and Intrapersonal):

Attention to Detail
Organising and co-ordinating skills
Deadline driven
Assertive
Personal Growth Orientation (continuous self improvement)
Stress management
Result and Solution Focused
Resilient
Responsible & accountable
Customer Service Orientation
Relationship Building
Teamwork
Cognitive Competencies:

Analytical Thinking
Problem Solving

Apply Here http://bit.ly/2M4Xyt8

Job id : , #68697, 90 views,

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