Job Description

Overall purpose of the role

To 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 / Principal Consultant. The position will entail servicing standard umbrella Fund clients.

Key responsibilities

Attend and coordinate Trustee Meetings and/or Joint Forum Meetings Assist in the preparation of Agenda packs Assist in drafting minutes of Board and sub-committee meetings Assist the senior consultant in managing funds in terms of their service level agreement Assist in investigating complaints and obtaining supporting documentation Project manage communication projects Assisting with drafting member communication Facilitating and co-ordinating interaction between internal departments Self-development Technical excellence in servicing corporate clients Embodying TCF in client interaction Demonstrating client centricity Build client relationships and ensure client retention Awareness of regulatory legislation and developments within the industry Qualifications and experience
Degree or equivalent NQF level CFP advantageous FAIS accreditation advantageous Minimum of 1-3 years Benefit Consulting Experience is required Knowledge and skills
Knowledge of Employee Benefits and wider financial services industry and process Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint) Own car and drivers license Core competencies
Cultivates Innovation by creating new and better ways for the organisation to be successful. Client Focus - Building strong Internal and external customer relationships and delivering customer-centric solutions. Drives Results - Consistently achieving results, even under tough circumstances. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Resilience - Rebounding from setbacks and adversity when facing difficult situations. Personal qualities

Organisational Savvy

- Maneuvering comfortably through complex policy, process and people related organizational dynamics.

Manages Complexity

- Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.

Drives Engagement

- Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.

Business Insight

- Applying knowledge of the business and marketplace to advance the organisation's goals.

Displays Care

- Showing care and consideration to our clients that extends beyond professionalism.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.