Agreements Support Administrator at Momentum Metropolitan Holdings Limited

Role Purpose    

• The purpose of the MDS Agreements Administrator role is to coordinate and support the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. Assist 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:

• Grade 12/Matric
• Relevant NQF 7 Business-related tertiary level qualification

Experience:

• 1-2 years' administration experience (essential).
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (both written and verbal)

Knowledge:

• MS Office Suite (Word, Excel)
• Knowledge of specific products, systems, processes and procedures
• Relevant regulatory and compliance requirements

Duties & Responsibilities    
Internal Processes:

• Manage the successful on-boarding and off boarding of Sales Roles per Distribution Channel.
• Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
• Report on the operational activities within the area of responsibility to inform operational efficiencies.
• Assist in the preparation of regularly scheduled reports, as required.
• Reconcile and maintain supplier accounts and records to ensure good standing.
• Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
• Create, maintain and enter information into relevant databases to ensure accurate record-keeping for various applications.
• Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
• Transfer of intermediary client books according to regulations.
• Establish own work procedures or schedules to manage and keep track of daily activities and tasks

Client:

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• 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, facilitate feedback and provide exceptional client service.

People:

• Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption and maximize employee productivity.
• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
• Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Effectively manage own performance within the team in order to ensure business objectives are achieved.
• Contribute to innovation, change agility and collaboration within the team.

Competencies    

• Managing tasks
• Producing output
• Meeting timescales
• Following procedures
• Adopting practical approaches
• Checking things
• Making decisions
• Upholding standards
• Team working
• Thinking positively
• Examining information
• Showing Composure
• Documenting facts