Corporate Distribution Support Administrator (Johannesburg)

Momentum Metropolitan Holdings Limited; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company in Johannesburg seeks a Corporate Distribution Support Administrator. In this role, you'll provide essential administrative support, ensuring compliance and facilitating effective engagements with Financial Advisers. The ideal candidate will have experience in office administration and strong proficiency in both Afrikaans and English. This position is critical for enhancing service delivery within corporate health programs.

Qualifications

• Grade 12 / Matric is mandatory.
• NQF 7 Business-related qualification preferred.
• 1 - 3 years' office administrator experience in financial services required.

Responsibilities

• Provide administrative support for corporate health programs.
• Engage with Financial Adviser practice staff for smooth processing.
• Log activities, quotes, and engagements timely.

Skills

Proficient in Afrikaans

Proficient in English

Office administration

Customer service

Education

Grade 12 / Matric

Relevant NQF 7 qualification

Tools

Microsoft Suite

Power BI

Job description

Job title : Corporate Distribution Support Administrator (Johannesburg)

Job Location : Gauteng, Johannesburg

Deadline : September 06, 2025

Role Purpose

The Corporate Distribution Support Administrator provides quick and accurate administrative support to enable the corporate health specialist and employee benefits consultant to deliver professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative / compliance requirements, gaining comprehensive, hands-on experience in the overall corporate health and employee benefits support function.

Requirements

Qualifications :

• Grade 12 / Matric
• Relevant NQF 7 Business-related qualifications (preferred) Business Management, Marketing or finance-related NQF 7 qualification / BCom or BCom Honours degree (preferred)

Experience :

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Duties & Responsibilities

Internal Processes : Sales and Service Experience

• Understanding of end-to-end processes across product lines and corporate health and employee benefits
• Understanding of system capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quotes and supporting documentation
• Accountable for the new business process - end to end with minimal errors
• Provide administrative and operational support for corporate health programs
• Process application forms and engage with Financial Adviser / practice staff promptly
• Engage with Financial Adviser practice staff to ensure smooth processing, conveying the reasons for requirements
• Exposure to the independent financial advisor market and Momentum distribution services
• Ensure all cases and applications are correctly recorded and updated
• Log activities, quotes, and engagements timely
• Use systems to view progress and ensure documents are correctly pulled through
• Manage pipeline effectively to ensure cases are issued
• Engage regularly with Business Consultants on quotations, pipeline, and sales updates
• Prepare Consultants for engagement with reports and feedback
• Support Momentum Distribution Service target achievement
• Assist Consultants with marketing calls and support activities
• Utilize reports such as Power BI, lapse, arrear, and reinstatement reports
• Train Financial Adviser practice staff on digital tools
• Be the first point of contact for online navigation enquiries

Handle application processing and engage promptly, log activities, analyze data, support communication initiatives, collaborate cross-functionally, and ensure training is recorded.

Stakeholder Engagement

• Conduct professional engagements and maintain relationships with stakeholders
• Deliver on service level agreements and improve client service
• Build rewarding relationships and facilitate feedback

Collaboration and Self-development

• Develop productive relationships, participate in change, and pursue ongoing learning and development

Business Efficiencies and Effectiveness

• Identify efficiency opportunities, manage resources, and contribute to risk management

Competencies

• Relating and Networking
• Planning and Organising
• Coping with Pressures and Setbacks
• Achieving Personal Work Goals and Objectives
• Following Instructions and Procedures
• Deciding and Initiating Action
• Delivering Results and Meeting Customer Expectations

Deadline : 14th August, 2025

Administrative / Management jobs