Distribution Support Administrator - Menlyn Mmh250512-1

Momentum; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading company in financial services is seeking a Distribution Support Administrator to provide essential administrative support to IFAs and consultants. The role involves managing processes, engaging with stakeholders, and ensuring high-quality service delivery. Ideal candidates will possess an office administration qualification and relevant experience in financial services, particularly within the insurance sector.

Qualifications

• 1-2 years experience in financial services is essential.
• Experience in the insurance industry is preferred.
• Experience within the MDS Sales environment is an advantage.

Responsibilities

• Provide administrative support to IFAs and maintain accurate records.
• Manage pipeline and ensure timely case submissions.
• Engage with Business Consultants and support sales enablement activities.

Skills

Administrative Support

Process Efficiency

Client Service

Collaboration

Problem Solving

Education

Office Administration Qualification or Business-Related Degree (NQF 7)

Tools

Power BI

Campaign Master

Job description

Join to apply for the Distribution Support Administrator - Menlyn MMH-1 role at Momentum.

Role Purpose

The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff, and consultants.

Requirements

1. Qualifications: Office administration qualification or business-related degree (NQF 7).
2. Experience: 1-2 years in financial services (essential); insurance industry experience (preferred); experience within the MDS Sales environment (advantage).

Duties and Responsibilities

1. Internal processes: Understand end-to-end processes for various product lines, ensure process efficiency, compliance adherence, and professional presentation of quotes and documents.
2. Handle new business applications from receipt to processing, maintaining accurate records and engaging with Financial Advisors/Practice staff.
3. Manage pipeline, update activity logs, and ensure timely case submissions.
4. Engage regularly with Business Consultants, prepare reports, and support sales enablement activities.
5. Support training on digital tools like Power BI and Campaign Master.
6. Act as primary contact for online navigation support and support other branches as needed.
7. Identify and report system/process issues for improvements.
8. Participate in escalations and maintain a positive, professional client/stakeholder relationship.
9. Deliver high-quality processing, resilience in follow-ups, and prompt case resolution.
10. Client Advisor Stakeholder Engagement: Maintain professional relationships, deliver on SLAs, and contribute to a culture of exceptional client service.
11. Collaboration and Self-development: Build relationships, influence change, develop industry knowledge, and innovate.
12. Finance: Seek operational efficiencies, manage resources responsibly, and communicate risks and recommendations.

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