Investment Distribution Support Administrator – Cape Town at Momentum Metropolitan Holdings Limited

Role Purpose    

• The 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. 

Requirements    
Qualifications:

• Relevant Degree (NQF 7) Business-related qualifications

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
• Understanding of end-to-end systems 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 quote and relevant supporting documentation that support the ‘adviceled’ process
• Accountable for the new business process – end to end completed with least amount of comeback
• Process application form and engage with Financial Adviser /practice staff asap after receipt
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress – those documents pull through correctly
• Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls – to follow through in support
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
• 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 report
• 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
• 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 

Competencies    

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