Account Executive Stellenbosch - Stellenbosch
Express Employment Professionals SA - Midrand
Our client, a Financial Services company located in Stellenbosch, has a position open for an Account Executive (Employee Benefits). The successful candidate should reside in the Stellenbosch / Cape Town area. Our client offers a comprehensive wealth management service, designed to meet their clients needs. The successful candidate will be able to: 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 company standard operating procedures. Prepare and conduct member presentations, individual discussion with new members explaining benefits, when required. Conduct risk and retirement re-brokes. Prepare and distribute agenda packs for meetings. Manage monthly reconciliations. Provide ongoing feedback to clients. Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from meetings. Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service and support. Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients. Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes. Attend required internal and external forums and training courses. Compliance to Internal Processes: Deliver service and commitments to clients thus building and maintaining a trust relationship with clients. Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc. The successful candidate should meet the following minimum requirments: Matric AND NQF Level 5 and / or CFP qualifications. 3-5 years' experience in the Employee Benefits industry. RE5 qualification will be a requirement. Computer literacy (MS Office). Afrikaans and English. The successful candidate will have to show excellent analytical, prioritisation, problem-solving, planning, organising, time management and deadline driven skills. R50 000 - R60 000 per month.
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