Job SummaryGroup Savings Operations Consultant – Umbrella FundOur client is seeking a candidate that can work actively within a team but also independently.
The candidate will be responsible for ensuring that all incoming work is seen to timeously and any pending work is followed up on effectively and finalized.
Responsibilities include communication regarding instructions received and building relationships with internal stakeholders and Scheme Advisers, Employers and Payroll Administrators.This person will need to be flexible, energetic, trustworthy, organized, self-disciplined and enjoy working in a team environment.Job ResponsibilitiesValidating and processing of incoming instructions in respect of:New business setup and amendments of Umbrella Fund Schemes and Special Rules.Payroll Administrator Training.Monitoring of Regular Contribution and Member records in line with legislative requirements.Day to day queries received from the BDM, Scheme Adviser or Employer.Ensuring Scheme setup and amendments are correct and in-line with legislation as well as Employer setup for staff.Ensuring that all incoming work is captured within the required turnaround times and SLA.Maintaining and building relationships with allocated Scheme Advisers and Employers.Support fellow team members and Team CoordinatorAd hoc duties may be required from time to timeJob SpecificationMatricRelevant Qualification is an added advantageTwo years' experience in Employee BenefitsComputer literacy required – Word, Excel, Outlook, TeamsKey Attributes & CompetenciesAccuracy and Attention to DetailExcellent time management skillsExcellent data analysis skills and problem-solving skillsExcellent Verbal and communication skillsAbility to function well under pressureClient and Service focusedSelf-motivatedAbility to cross collaborate and work effectively as part of a team, but also independentlyAbility to accept responsibility for all tasks done