Admin Pensions Consultant

Position Name Admin Pensions Consultant
 Reports to Regional Manager
 Division Employee Benefits
 Key Performance Objectives

  • Compile fee notes for Finance to send to clients/Funds, where necessary
  • Ensure that the team adheres to all aspects of the Consultant’s Best Practice guide
  • In conjunction with Consultants and team Manager, develop relationships with clients
  • Keep written record of all communication with client and interaction i.e. meetings, telephone conversations
  • Attend regular meeting with Senior Consultant to discuss workflow and problem areas
  • Attend regular meetings with administrators/service providers regarding status of Funds
  • Assist and reply timeously to clients with written and verbal interaction
  • Liaise internally and externally regarding setting up of meetings
  • Prepare and compile reports and file notes as and when required
  • Attend training sessions scheduled by NMG or external providers
  • Maintain and update workflow spreadsheet for all clients and ensure  compliance
  • Follow up on medical requirements for member and underwriting decisions
  • Prepare and bind agenda packs with the assistance of the Consultant
  • Monitoring of work flow and deliverables to clients
  • Attend Trustee/manco meetings and other adhoc meetings as required
  • Prepare skeleton minutes for consulting team and peer review final minutes
  • Monitor action items from Trustee/manco meeting minutes and all other documentation to ensure compliance
  • Perform any related duties as requested by Management
  • Back office query resolutions
  • Handle member admin and consulting queries
  • Constant follow up and feedback to relevant parties
  • Monitor time keeping and leave planning
  • Relief receptionist in terms of reception duty roster
 Minimum Qualification

  • A matric certificate


  • Consulting/Administration/supervisory Experience.
  • Minimum 1-2 years’ experience in the employee benefits environment
  • MS Office with Word, Excel and PowerPoint skills
  • Presentation skills

Other requirements

  • Preferable – Driver’s license and own transport
  • Speaking of an African language will be advantageous
Competencies (skills required). 

  • Interpersonal skills
  • Problem Solving
  • Conflict Management
  • Communication Skills
  • Planning and Organising Skills
  • Business Acumen
  • Presentation Skills