Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. What will you do?
Liaising with internal and external service providers, in order to provide employee benefit consulting services to a portfolio of retirement fund clients (standalone and umbrella), within the retirement fund industry’s legislated framework.
Prepare trustee packs (agendas which consist of all items to be discussed at the meeting) and submit to Principal Consultant for sign-off. Prepare risk benefit market tests on clients on instruction from the Principal Consultant and in line with ACA's best practice Attend all internal consulting forums and requisite arranged internal and external training sessions. Build and maintain functional relationship with other divisions and external service providers to ensure excellent client service i.e. with insurance companies, investment managers etc. Prepare investment return summaries by requesting information around a fund's updated asset values and investment performance per portfolio and preparing a summary thereof and submit to Principal Consultant for sign-off. Complete all general daily tasks set by Principal Consultant (filing, follow ups etc.).
What will make you successful in this role?
Responsibilities + Skills
Business writing skillsVerbal communication skillsOrganisational skillsComprehension & retention of technical informationComprehension & execution of instructionsGood team playerDeadline driven
B-degree in Commerce or Law (NQF level 6)B.Com. Honours is preferredRegulatory Exam completed
2 years experience in employee benefits consulting3 years experience in employee benefits is preferred