Bulk Support Administrator - Centurion at Momentum Metropolitan Holdings Limited

Requirements

• Minimum three years' experience in Investment Administration, ideally with Momentum Wealth and Momentum Wealth International experience.
• Grade 12 or equivalent with Math and/or Accounting.
• BCom Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Strong computer skills
• Knowledge of Insurance and Investment products.
• Familiarity with Wrap Funds.
• Offshore administration experience is a bonus.

Duties & Responsibilities

• Process instructions accurately and promptly to exceed client expectations.
• Provide daily and monthly reports.
• Clear shared email box queries daily.
• Monitor and clear personal Jira workflow queue daily.
• Help with various tasks, responsibilities, and projects.
• Keep procedure documents updated continuously.
• Take ownership of personal development and growth.
• Adhere to agreed-upon service level agreements and turnaround times internally and externally.
• Deliver excellent client service to all parties.
• Stay vigilant for process or business risks and report them.
• Develop and maintain internal and external relationships.
• Independently and proactively resolve queries.
• Communicate with internal and external parties.
• Handle various corporate actions across platforms, including distributions, fund mergers, liquidations, and capital distributions.
• Rebalance wrap funds across platforms.
• Perform a variety of functions within investment administration.
• Promote and embody Momentum Metropolitan Holdings Limited values: Accountability, Diversity, Excellence, Innovation, Integrity, and Teamwork.