Job Description

Closing Date 2025/08/08
Reference Number MMH250729-5
Job Title Assistant Consultant
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.
Requirements

• Relevant bachelor's degree or equivalent
• RE5 Exam
• 3 to 5 years' experience in Employee Benefit Consulting

Duties & Responsibilities

• Under the guidance of Principal or Senior Consultant provide effective service to clients
• Assist the Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
• Build a network of relationships with service providers to ensure effective service delivery to clients
• Provide a consistent service delivery to ensure client retention and satisfaction
• Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
• Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
• Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
• Follow up on action items from client meetings ensuring that they are executed within agreed timelines
• Under the guidance of Principal or Senior Consultant provide effective service to clients
• Assist the Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
• Build a network of relationships with service providers to ensure effective service delivery to clients
• Provide a consistent service delivery to ensure client retention and satisfaction
• Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
• Follow up on action items from client meetings ensuring that they are executed within agreed timelines

Competencies

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

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.