Agreements Trans Administrator MMH261109-11

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

Role Purpose
The purpose of the MDS 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

• Grade 12/Matric
• Relevant NQF 7 Business-related tertiary level qualification

Experience

• 1-2 years' administration experience (essential).
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (both written and verbal)

Knowledge

• MS Office Suite (Word, Excel)
• Knowledge of specific products, systems, processes and procedures
• Relevant regulatory and compliance requirements

Duties and Responsibilities

Internal Processes

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

Client

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

People

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