Investment Distribution Support Administrator

Momentum Distribution Services; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider seeks an Investments Distribution Support Administrator in Gauteng, South Africa. This role involves providing administrative support and ensuring smooth processing of new business from Financial Advisers. Candidates should have a Relevant Degree and 1-3 years of office administration experience in financial services. Proficiency in Afrikaans and English is essential. Competitive compensation and opportunities for growth are offered.

Qualifications

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry.
• Particular knowledge of Investments is required.
• Experience in Section 14 and Section 50 Transfers is important.

Responsibilities

• Ensure efficient processing of new business from Financial Advisers.
• Maintain professional relationships with stakeholders.
• Support training needs for Financial Adviser staff.

Skills

Proficient in Afrikaans

Proficient in English

Knowledge of Microsoft Suite

Education

Relevant Degree (NQF 7)

Job description

Introduction

Momentum, a financial services provider of choice since

known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients.

Additional Information

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 Investments Distribution Support Administrator provides quick and accurate administrative support, 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.

Qualifications & Experience

• Relevant Degree (NQF 7) Business-related qualifications
• Experience: Proven minimum of 1 - 3 years' office administrator experience in the financial services industry with particular knowledge of Investments (Compulsory and Discretionary)
• Experience in Section 14 and Section 50 Transfers
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Outlook and Windows)

Duties & Responsibilities

• Internal Processes: Sales and Service Experience
• Understanding of end-to-end processes across product lines
• Ensure the efficient processing of new business received from Financial Advisers
• Sound knowledge of FICA and POPIA adherence and impact of non-adherence
• Professional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the seamless running of the new business process
• Keeping Financial Adviser assistants in the loop on new business submitted
• Ensure accurate capturing of new business
• Identify possible bottlenecks in the new business process and escalate accordingly
• Digitally enabled with Momentum systems to load and track new business
• Follow-up on pending new business with Financial Advisers and Transferring Companies
• Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Understanding of all digital capabilities on Adviser Connect
• Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect
• Comfortable to be a first point of call on Financial Adviser / practice staff online navigation enquiries
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience
• Stakeholder Engagement: Ensure all internal and external engagements are conducted in a professional manner and maintain meaningful business relationships with all stakeholders
• Provide authoritative expertise to clients and stakeholders
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• 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, facilitates feedback and provides exceptional client service

Collaboration and Self-development

• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development

Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency
• Manage company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness