Assistant Consultant

About

Description

The Momentum Group is seeking an Assistant Consultant to provide client services in South Africa. The role is permanent and requires a bachelor's degree or equivalent, an RE5 Exam, and 3 to 5 years of experience in Employee Benefit Consulting. The candidate will manage a portfolio of clients, facilitate trustee and advisory body meetings, and provide advice on employee benefits-related matters. Responsibilities include assisting the Principal or Senior Consultant with day-to-day activities, building relationships with service providers, ensuring consistent service delivery, and assisting with client invoicing and commission calculations. The candidate will also prepare agendas, minutes, and file notes for client meetings, and follow up on action items from meetings. Competencies include analytical thinking, a sense of urgency, planning and organizing, interpersonal relationships, and influence.

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

Qualifications

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

Application instructions:

• Click on the green button to apply