Agreements Operations Specialist - Sales Support

Momentum; Johannesburg; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Momentum Johannesburg seeks an MDS Agreements Administrator to coordinate day‑to‑day operations and provide administrative support to Financial Advisers and stakeholders. This role ensures compliance with SLAs and regulatory requirements while maintaining accurate records and timely service.

The position involves onboarding/offboarding sales roles, handling queries, preparing reports, reconciling supplier accounts, maintaining filing systems, and supporting client services with disciplined

Qualifications

• Grade 12/Matric is required.
• NQF 7 business-related tertiary qualification is required.
• 1-2 years' administration experience is essential.
• Experience in MDS Sales environment is an advantage.
• Proficient in Afrikaans and English (both written and verbal).

Responsibilities

• On-board and off-board Sales Roles per Distribution Channel.
• Manage incoming queries and SLAs by directing and escalating queries.
• Report on operational activities to inform efficiencies.
• Assist in preparation of regularly scheduled reports.
• Reconcile and maintain supplier accounts and records.
• Establish and maintain filing systems for document retrieval.
• Create and maintain information in relevant databases.
• Operate email systems and coordinate internal/external correspondence.
• Transfer intermediary client books in accordance with regulations.
• Establish own work procedures to manage daily tasks.

Skills

Afrikaans

English

MS Office

Education

Grade 12/Matric

NQF 7 business qualification

Tools

MS Office (Word, Excel)

Job description

Momentum Johannesburg seeks an MDS Agreements Administrator to coordinate day‑to‑day operations and provide administrative support to Financial Advisers and stakeholders. This role ensures compliance with SLAs and regulatory requirements while maintaining accurate records and timely service.

The position involves onboarding/offboarding sales roles, handling queries, preparing reports, reconciling supplier accounts, maintaining filing systems, and supporting client services with disciplined