Employee Benefit Consultant

Key Responsibilities :

• Serve as the main point of contact for clients in the absence of the Senior Consultant and act as secondary support when the Senior Consultant is present.
• Ensure the efficient daily operation of assigned funds.
• Draft agendas, minutes, and file notes for trustee and management meetings.
• Coordinate annual risk benefit renewals.
• Log and process Section 14 transfer applications.
• Draft rule amendments in accordance with regulatory requirements.
• Take and distribute minutes, agendas, and action items from meetings.
• Respond to client queries (telephonic, email, and written) within agreed service standards.
• Maintain high standards of accuracy and professionalism in all client and internal communications.
• Attend E-Learning Forum sessions as required for continued professional development.
• Take full ownership of assigned clients, including development and execution of client plans.

Requirements :