Investment Distribution Support Administrator

Momentum; Pretoria; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Momentum is seeking a Distribution Support Administrator to provide essential administrative support to Independent Financial Advisors (IFAs). The ideal candidate will possess an office administration qualification and experience in the financial services sector, contributing to improved efficiency and client engagement. This role involves managing inquiries, supporting new business processes, and fostering productive relationships with stakeholders.

Qualifications

• 1-2 years experience in financial services (essential).
• Insurance industry experience (preferred).
• Experience within the MDS Sales environment will be an advantage.

Responsibilities

• Provide administrative support to IFAs and consultants.
• Manage pipeline effectively to drive submissions and case issuance.
• Conduct professional internal and external engagements.

Skills

Communication

Problem Solving

Planning and Organising

Networking

Education

Office administration qualification or business-related Degree/NQF 7

Job description

Momentum, a financial services provider of choice since 1966, 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 Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff, and consultants.

Requirements

Qualifications:

• Office administration qualification or business-related (Degree/NQF 7)

Experience:

• 1-2 years experience in financial services (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage.

Duties & Responsibilities

Internal processes: Sales and Service Experience

• Understanding end-to-end processes for various product lines.
• Identify and address processes that do not support business efficiency and ease of operation.
• Understand compliance process adherence and impact of non-adherence.
• Present quotes and supporting documents professionally to uphold an 'advice-led' approach.
• Handle new business process end-to-end with minimal revisions.
• Process application forms and engage with Financial Advisors/Practice staff promptly.
• Engage with practice staff to ensure smooth processing, conveying requirements clearly.
• Keep all cases and applications correctly recorded and up to date.
• Log activities and engage with systems to view progress.
• Manage pipeline effectively to drive submissions and case issuance.
• Engage regularly with Business Consultants and prepare reports for updates.
• Support consultants in marketing calls and training on digital tools.
• Serve as primary contact for online navigation inquiries.
• Support other branches nationally when needed.
• Identify and report system/process failures for improvements.
• Escalate faults and issues to relevant stakeholders.
• Maintain a positive, proactive attitude in service escalations.
• Ensure high-quality processing and resilience in follow-ups.

Client Advisor: Stakeholder Engagement

• Conduct professional internal and external engagements.
• Maintain strong relationships with stakeholders.
• Provide authoritative expertise to clients and stakeholders.
• Meet service level agreements and manage client expectations.
• Recommend improvements for client service and fair treatment.
• Support online capability training for MDS, IFA, and practice staff.
• Keep consultants informed about pipeline and new business activities.

Collaboration and Self-development

• Build productive relationships with peers and stakeholders.
• Participate in change initiatives positively.
• Continuously develop professional and industry knowledge.
• Contribute to innovation with new ideas.

Finance: Business Efficiencies and Effectiveness

• Identify opportunities to improve efficiency.
• Manage resources responsibly.
• Contribute to risk identification and communicate recommendations.

Competencies

• Relating and Networking: Build relationships and networks, use humor appropriately.
• Planning and Organising: Set objectives, plan ahead, manage time and resources.
• Coping with Pressures and Setbacks: Work effectively under pressure, maintain positivity.
• Achieving Personal Work Goals: Pursue demanding goals, seek development opportunities.
• Following Instructions and Procedures: Follow instructions, adhere to policies and schedules.
• Adhering to Principles and Values: Uphold ethics, demonstrate integrity, promote diversity.
• Working with People: Understand others, build team spirit, communicate proactively.
• Writing and Reporting: Write clearly and effectively, structure information appropriately.