The overall purpose of the role:

Key Responsibilities:

• To support the Client Relations Managers in the delivery of client service excellence.  
• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
• Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
• Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction

Key Responsibilities (continues):

• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
• Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
• Member app/web – actively promote members to make use of the app/web
• Preparation of meeting agendas and reports and follow-up of action items
•  Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the role
• Undertake additional training as required to fulfil the role
• Actively participate in internal forums, training, and social events
• Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system

Qualification and Experience:

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office
• Needs to understand, write, and speak Afrikaans.

Knowledge and Skills:

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous.
• Certificate of Proficiency will be advantageous.
• Knowledge of internal workflow systems and Client Portal will be advantageous.
• Proficiency in MS Office (Word, Excel, and Outlook)

Personal Qualities:

• Flexible and Adaptable – Rebounding from setbacks and adversity when facing difficult situations.
• Courage – Stepping up to address difficult issues, saying what needs to be said.
• Manages Complexity – Demonstrated ability and proven record to make complex decisions.
• Ensures Accountability – Holding self and others accountable to meet commitments.
• Plans and Aligns – Planning and prioritizing work to meet commitments aligned to organizational goals.

Core Competencies:

• Cultivates Innovation by creating new and better ways for the organization to be successful.
• Client Focus – Building strong customer relationships and delivering customer-centric solutions.
• Drives Results – Consistently achieving results and meets deadlines, 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.