Reference Number MMH240216-5
Job Title Distribution Support Administrator - Menlyn (12 Month Fixed Term Contract)
Position Type Temporary
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Pretoria, Menlyn
Introduction
Momentum, a financial services provider 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.
Role Purpose
The Distribution Support Administrator (DSA) provides quick and accurate administrative support to independent financial advisers (IFA), IFA practice staff and consultants; and serves as a source of information to enable the distribution teams (consultants) to deliver a professional service to Financial Advisers and other stakeholders. The DSA executes all transactions and requests professionally, within high-performance guidelines, playing a pivotal role in the Momentum Distribution Services (MDS) value chain proposition to IFAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.
Requirements
Qualifications:
- Relevant Degree (NQF 7) Business-related qualifications
- 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.)
- Understanding of end-to-end processes across Momentum's product lines.
- Understanding of end-to-end system capabilities across product lines.
- Challenge processes that do not serve the business - ease of business.
- Good understanding of Compliance process adherence and the impact of non-adherence.
- Quotes fulfilment and tracking.
- Professional presentation of the quote and relevant supporting documentation that supports the 'advice-led' process
- Accountable for the new business process - end to end completed with the least amount of comeback
- Process the application form and engage with the Financial Adviser /practice staff immediately 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 the activity manager
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep it clean and relevant. Drive submission of requirements to ensure cases issue
- Having regular engagement sessions with the Business Consultant to update on the 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 the consultants.
- 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, 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 reports
- Provide support to other branches (nationally) when the need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience
- 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 to ensure client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- 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 by developing, sharing and implementing new ideas.
- Take ownership of driving career development.
- 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.
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
