Employee Benefits Consulting Assistant

About the role

This role delivers technical and operational support within an employee benefits advisory space, focusing on tailored retirement fund solutions for stand-alone funds, umbrella fund employers and fund members. You will work closely with a senior consultant across a defined portfolio of clients, supporting effective scheme management through careful documentation and structured client service. The position is based in Woodmead, Johannesburg, with a hybrid arrangement and remote working options.

Key responsibilities

• Compile, organise and distribute meeting agenda packs, minutes and action item schedules for client meetings.
• Perform financial calculations, interpret scheme data and run comparative benefit analyses to support client advisory needs.
• Prepare client reports, presentations and consulting documentation to support strategic decisions.
• Liaise with product and service providers to source quotations, coordinate documentation and assist with scheme reviews.
• Track and manage post-meeting deliverables so action items are completed within agreed timeframes.

Required profile

• 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 ability, including interpreting financial data and comparing benefits.
• Demonstrated experience preparing agendas, minutes, action item schedules and presentation packs in a financial services or consulting setting.
• High attention to detail, strong self-motivation and professional written and verbal communication skills.
• Residence within commuting distance of the City of Johannesburg, Gauteng.
• Desirable: prior experience liaising with employee benefits product and service providers to coordinate reviews and quotations.

Required skills

• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint

Working conditions

• Hybrid work, with office available in Woodmead, Johannesburg.
• Working hours 8 am to 4 pm (flexible).