Onsite Consultant

Alexforbes; Rustenburg; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Bursaries

Leadership programmes

E-learning forums

Financial planning support

Total rewards

Power of One

Retirement contributions

Medical cover

Wellness programmes

Savings account

Job summary

Alexander Forbes seeks an Onsite Consultant to support members, trustees, insurers and internal stakeholders with retirement fund administration and claims services in Rustenburg. You will handle queries, process claims, and maintain strict confidentiality while building strong client relationships.

This role demands at least two years in financial services, proficiency in MS Outlook/Excel/Word, and knowledge of POPIA.

Qualifications

• Grade 12 with NQF Level 5; tertiary qualification advantageous.
• Minimum 2 years in financial services.
• Experience with death, disability, retirement and withdrawal claims.
• Based in Rustenburg or willing to relocate.
• Multilingual: English, Setswana, IsiZulu advantageous.
• Proficient in MS Outlook, Excel and Word; report writing and presentations.

Responsibilities

• Respond to fund-related administrative queries, including death, disability, and withdrawal claims
• Assist members with claims processes such as withdrawals, retirements, disability, and funeral benefits
• Conduct death claims investigations and compile investigation reports
• Liaise with insurers, trusts, and beneficiary funds regarding member matters
• Compile monthly reports for the Senior Consultant
• Facilitate financial planning referrals between members and Financial Planners
• Handle walk-in member queries and provide on-site support
• Maintain accurate record keeping in compliance with POPIA requirements
• Attend and participate in disability and death claims meetings, including leading discussions where required
• Perform general administration duties including filing, call handling, and stakeholder communication

Skills

Client relationships

Confidentiality

Claims admin

POPIA awareness

MS Office

Report writing

Multilingual (English)

Education

Grade 12 with NQF Level 5

Tertiary qualification advantageous

Tools

MS Outlook

Excel

Word

Job description

The Onsite Consultant plays a critical client-facing and administrative role, supporting members, trustees, insurers, and internal stakeholders with retirement fund administration and claims-related services. The role ensures accurate, compliant, and professional handling of member queries and claims, while maintaining strong client relationships and upholding the highest standards of confidentiality, integrity, and service excellence.

Education

• Grade 12 (Matric) with NQF Level 5
• Tertiary qualification advantageous

Experience

• Minimum 2 years' experience in the Financial Services industry
• Understanding of death, disability, retirement, and withdrawal claims within retirement funds
• Experience dealing directly with members and stakeholders
• Based in Rustenburg or willing to relocate
• Multilingual ability (English, Setswana, and IsiZulu advantageous)
• Technical: MS Outlook, Excel, and Word proficiency; report writing and presentation skills
• Functional: Claims administration knowledge and legislative awareness (including POPIA)
• Operational: Strong administration, reporting accuracy, and attention to detail
• Behavioural: Professionalism, integrity, accountability, confidentiality, and ability to work under pressure
• Core: Client relationship management and effective communication

Key Responsibilities

• Respond to fund-related administrative queries, including death, disability, and withdrawal claims
• Assist members with claims processes such as withdrawals, retirements, disability, and funeral benefits
• Conduct death claims investigations and compile investigation reports
• Liaise with insurers, trusts, and beneficiary funds regarding member matters
• Compile monthly reports for the Senior Consultant
• Facilitate financial planning referrals between members and Financial Planners
• Handle walk-in member queries and provide on-site support
• Maintain accurate record keeping in compliance with POPIA requirements
• Attend and participate in disability and death claims meetings, including leading discussions where required
• Perform general administration duties including filing, call handling, and stakeholder communication

Why Join Alexander Forbes?

At Alexforbes, we don't just offer jobs - we build careers. Here’s what makes us stand out:

Growth & Development

• Bursary and Leadership Development Programmes
• E-Learning Forums and continuous learning opportunities
• Financial Planning Support tailored for staff

Rewarding Performance

• Total Rewards Package: Competitive incentives
• Power Of One recognition
• Retirement Fund Contributions starting at 13% of CTC
• Medical & Gap Cover

Work-Life Balance

• Wellness programmes
• My Savings Account

Join a company that values its people, invests in their growth, and rewards excell