The Employee Benefits Portfolio Administrator will be responsible for the effective coordination and administration of employee benefits portfolios. The role requires strong technical knowledge of retirement fund processes, including claims, transfers, month-end activities, and reporting. The incumbent will work closely with internal teams, clients, and external stakeholders to ensure service...
A well established financial institution is seeking to hire a Employee Benefits Administrator. Formal Education: - Matric. - Relevant qualification would be advantageous. Experience: - 2 years experience in financial industry - Understanding of employee benefits programs, including payrolls, pensions, and life insurance. Language Requirements: - English and Afrikaans (Read, Write,...
Are you an experienced and strategic leader in the employee benefits space? Our client is looking for a Senior Employee Benefits Consultant to join a national group of investment specialists. This is a senior role for an individual with a proven track record of driving growth and managing client relationships. You will play a pivotal role in expanding a national client base and providing...
Our client in the financial industry in Claremont, Cape Town, is looking for a CORPORATE EMPLOYEE BENEFITS SPECIALIST/GROUP SALES with solid sales background in long- OR short-term insurance. Your primary focus will be to drive sales of the Client's Staff Cover product. *** Only candidates who are able to speak English and Afrikaans fluently should apply *** Your duties will include: -...
A financial services group is seeking an experienced Employee Benefits Consultant to analyze and improve client benefits. The ideal candidate will have a relevant degree, 3-5 years of experience, and exceptional communication skills. This role requires proactive relationship-building with clients and service providers and the ability to manage a team effectively. Valid driver's license and own...
A financial services entity is seeking a full -time, permanent, results -driven Portfolio Coordinator – Employee Benefits Administration with solid experience across claims processing, portfolio administration, month -end processes, and client support. The role requires someone with a proven ability to manage Section 14s, disinvestments, EFTs, investment trades, and reconciliations while...
Key Responsibilities Operations and Regional Management - Compile and submit monthly operations reports to senior management - Review advisor reports, meeting notes, presentations, and project deliverables - Manage regional capacity, staff leave, travel arrangements, and travel claims approvals - Attend strategic client and provider meetings and influence outcomes - Compile strategic reports,...
Description To generate and sustain new revenue streams across the banking product suite, through the origination and structuring of medium to high complex and medium value deals in the allocated sector/product to enable improved profitability, market share and competitive positioning. Dear Future, Deal Maker (Employee Benefits. Group retirement and risk schemes) The role requires you to drive...
Weare seeking a detail-oriented and client-focused Employee BenefitsConsultant to support the Principal and Senior Consultant inmanaging a portfolio of clients. This role requires strong industryknowledge, a proactive approach to problem-solving, and the ability tobuild lasting relationships with clients and service providers. Requirements ✔ Diploma or equivalent qualification ✔ 3-5years’...
Experience & Qualifications - Bachelors degree in Business Analytics, Economics, Finance, Statistics, Actuarial Science, or a related field. - Graduate in mathematical related fields OR - 2–4+ years experience in data analytics, business analysis or a similar analytical role, ideally within employee benefits, retirement funds, healthcare consulting or financial services. - Advanced Excel...
Responsibilities: - To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning. - Excellent technical knowledge on both risk and retirement - To ensure an effective employee benefits environment and adhere to all FAIS requiremen - Independently manage and consult on client...
We have exciting career opportunities available for an Employee Benefits Clerk. applicant should have a minimum of 2 - 5 years experience in the following: - A Matric is a Must have. - Section 14 is a must have - Clear Itc Record - Good Communication Skills (Professional written & verbal)and Intermediate MS Office/PC skills. - Good interpersonal skills and ability to work in a team. - Ability...
Responsibilities: - Independently manage and consult on client portfolio. - Establish and maintain relationships with key decision makers at the participating Employer - Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund. - Effective management of service providers and adherence to the companies...
A well-established financial services company isseeking an experienced Employee Benefits Consultant to join their teamon a full-time, permanent basis. This advisory role focuses on managingthe full spectrum of death, disability, and funeral claims, ensuringcompliance with legislation and company standards. The successful candidatewill act as a trusted advisor to clients, providing expert guidance...
About the Role This is a senior role for an individual with a proven track record in the employee benefits space. The successful candidate will: Manage and service existing employee benefit clients, signing over client relationships as required by our financial advisors. Drive growth by securing new employee benefit clients through referrals from our affiliate companies and broader group. ...
The Junior Fund Administrator will support the day-to-day administration of employee benefits funds, with a focus on claims processing, contributions, reporting, and system maintenance. The role requires strong numerical ability, attention to detail, and adherence to internal processes and regulatory requirements. The incumbent will work closely with internal teams to ensure accurate processing...
Revenue generation Non-COID (New Business) - Sell Non-COID and other products through self-generated sales leads through networking, referrals and warm/cold calling - Follow up on leads in respect of sales opportunities - Manage business intelligence and business generated leads in a professional and timely manner Customer Service and Relationship Management - Make Lead analysis initiatives...
Description To generate and sustain new revenue streams across the banking product suite, through the origination and structuring of medium to high complex and medium value deals in the allocated sector/product to enable improved profitability, market share and competitive positioning. Dear Future, Deal Maker (Employee Benefits. Group retirement and risk schemes) The role requires you to drive...
Responsibilities: - Conduct employee orientations and explain the company's benefits package - Collect and analyze data related to employee benefits, such as enrollment, usage, and satisfaction - Assist with employee evaluation processes, including performance reviews and feedback sessions - Utilize software to manage employee benefits administration - Develop and deliver training programs on...
An established leader in the industry is seeking a seasoned professional to lead their Western Cape consulting division and oversee operational functions at their Cape Town branch. This is a strategic and hands-on role that combines high-level client consulting, team leadership, and operational oversight. You’ll be responsible for delivering service excellence to clients, retaining and growing...