Delivering technical and operational support
within an employee benefits advisory space, this role focuses on crafting tailored
retirement fund solutions for Stand alone funds, Umbrella Fund employers and
fund members. Collaborating closely with a senior consultant across a defined
portfolio of clients, you will assist with effective scheme management
through meticulous documentation, and structured client
service.
Operating within commutable
distance to Woodmead, the arrangement accommodates remote
working whilst providing direct exposure to comprehensive employee benefit
structures and industry-leading service providers.
- Compile,
organise, and distribute detailed meeting agenda packs, minutes, and
action item schedules for client meetings.
- Perform
financial calculations, interpret scheme data, and conduct comparative
benefit analyses to support client advisory requirements.
- Prepare
comprehensive client reports, presentations, and consulting documentation
to facilitate strategic decision-making.
- Liaise
with product and service providers to source quotations, coordinate
documentation, and assist with scheme reviews.
- Track
and manage post-meeting deliverables to ensure all action items are
executed within agreed timeframes.
Requirements
Essential Requirements
- Relevant
tertiary qualification at NQF Level 6 or higher in Finance, Economics,
Actuarial Science, Employee Benefits, Business, or a related field.
- Foundational
knowledge of retirement funds, group risk benefits, and employee benefits
structures.
- Proven
analytical and numerical capability with experience interpreting financial
data and performing benefit comparisons.
- Demonstrated
experience preparing agendas, minutes, action item schedules, and
presentation packs within a financial services or consulting environment.
- High
attention to detail, strong self-motivation, and professional written and
verbal communication skills.
- Residence
within commutable distance of the City of Johannesburg, Gauteng.
Desirable Requirements
- Prior
experience liaising with employee benefits product and service providers
to coordinate reviews and quotations.
Required Software Skills
- Microsoft
Excel
- Microsoft
Word
- Microsoft
PowerPoint
Benefits
Work Arrangement
Hybrid (Office available in Woodmead, Johannesburg;
candidate must be within commutable distance).
Working hours 8 am - 4 pm (flexible)
Skills Required
- Relevant tertiary qualification at NQF Level 6 or higher in Finance, Economics, Actuarial Science, Employee Benefits, Business, or a related field
- Foundational knowledge of retirement funds, group risk benefits, and employee benefits structures
- Analytical and numerical capability, including interpreting financial data and performing benefit comparisons
- Experience preparing agendas, minutes, action item schedules, and presentation packs in a financial services or consulting environment
- High attention to detail, self-motivation, and professional written and verbal communication skills
- Residence within commuting distance of Johannesburg, Gauteng
- Microsoft Excel proficiency
- Microsoft Word proficiency
- Microsoft PowerPoint proficiency
- Experience liaising with employee benefits product and service providers to coordinate reviews and quotations
What We Do
RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.
