Agreements Support Administrator Mmh250210-3

Momentum, a financial services provider of choice, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients.

We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Agreements Administrator role is to coordinate and support the day-to-day operational functioning within the area of responsibility by providing administrative assistance.

Assist to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.

Requirements

Qualifications

1. Grade 12, Matric (Essential)
2. Office/Business administration qualification NQF 7/bachelor's degree

Experience

1. 1-2 Year experience in the financial services industry (essential)
2. Capturing experience will be an advantage.
3. MS Word, Excel, and Outlook
4. Insurance industry experience (preferred)
5. Experience within the MDS Sales environment will be an advantage

Knowledge

1. Internal MMI systems & processes (preferred)

Duties & Responsibilities

Internal Processes

1. Manage the successful on-boarding and off-boarding of Sales Roles per Distribution Channel.
2. Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
3. Report on the operational activities within the area of responsibility to inform operational efficiencies.
4. Assist in the preparation of regularly scheduled reports, as required.
5. Reconcile and maintain supplier accounts and records to ensure good standing.
6. Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
7. Create, maintain, and enter information into relevant databases to ensure accurate record-keeping for various applications.
8. Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
9. Transfer of intermediary client books according to regulations.
10. Establish own work procedures or schedules to manage and keep track of daily activities and tasks.

Client

1. Provide authoritative expertise and advice to clients and stakeholders.
2. Build and maintain relationships with clients and internal and external stakeholders.
3. Make recommendations to improve client service and fair treatment of clients within area of responsibility.
4. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.

People

1. Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption, and maximize employee productivity.
2. Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
3. Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
4. Effectively manage own performance within the team to ensure business objectives are achieved.
5. Contribute to innovation, change agility, and collaboration within the team.

Key Competencies

1. Relating and Networking: Establishes good relationships with customers and staff.
2. Planning and Organising: Sets clearly defined objectives.
3. Coping with Pressures and Setbacks: Works productively in a high-pressure environment.
4. Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm.
5. Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority.
6. Adhering to Principles and Values: Upholds ethics and values.
7. Working with People: Demonstrates an interest in and understanding of others.
8. Writing and Reporting: Writes clearly, succinctly, and correctly.