Employee benefit consulting support
Job specification Employee Benefits Consulting Support Area: GTC Johannesburg Key responsibilities Disabilities – Notification to Insurers, obtaining documentation, submission to Insurers, follow ups including liaison with the consultant, member, insurer and the employer as may be required, managing the review requirements, instructions to admin to change benefit categories, assist employers, members with queries. SevereiIllness/Dread disease – Notification to insurers, obtaining documentation, submission to insurers; follow ups including liaison with the consultant, member, insurer and the employer as may be required, managing review requirements, instructions to admin to change benefit categories, assist employers/members with queries. Loss of license claims – Notification to insurers, obtaining documentation, submission to insurers, follow ups including liaison with the consultant, member, insurer and the employer as may be required, managing the review requirements, instructions to admin to change benefit categories. Medical underwriting requirements – Contacting members,... Read More
Investment Administrator
Job specification Investment Administrator Contract position: Johannesburg and Cape Town Key responsibilities The accurate validation and processing of all client instructions into the administration system and ensuring the constant review and updating of the workflow system. Ensure trades are matched between client notification and counterparty confirmation Ensure broker / counterparty account and trade details reconcile with our records Ensure that the managers notification reconciles with the counterparty confirmation Accurately manage status of trades and requirements on workflow system. Maintain broker settlement details, contact details and brokerage rates Compile of incident reports and assist in implementing and maintaining process controls Resolve external and internal queries relating to all trades from brokers, clients and custodians Build and maintain healthy client and counterparty relationships to ensure resolution of settlement issues identified Ensure all incoming work is captured within required turnaround times and before... Read More
Wealth managers required
Job specification Wealth managers needed Area: GTC national offices GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. GTC’s proprietary technology platform sees that retirement fund members are communicated with through a combination of automated process and people engagement. For those members seeking financial advice (ordinarily having recently joined or leaving a company sponsored retirement fund), these leads are passed on from GTC’s counsellors to wealth managers responsible for new business. GTC seeks wealth managers to fulfil this advisory role. This position is within the GTC offices around the country and accommodate financial planners with varying degrees of experience and expertise. Key... Read More