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

Role Purpose    

• The Investments 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 with particular knowledge of Investments (Compulsory and Discretionary)
• Experience in Section 14 and Section 50 Transfers
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Outlook and Windows)

Duties & Responsibilities    

Internal Processes: Sales and Service Experience 

• Understanding of end-to-end processes across product lines
• Ensure the efficient processing of new business received from Financial Advisers
• Sound knowledge of FICA and POPIA adherence and impact of non-adherence
• Professional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the seamless running of the new business process
• Keeping Financial Adviser assistants in the loop on new business submitted
• Ensure accurate capturing of new business
• Identify possible bottlenecks in the new business process and escalate accordingly
• Digitally enabled with Momentum systems to load and track new business
• Follow-up on pending new business with Financial Advisers and Transferring Companies
• Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Understanding of all digital capabilities on Adviser Connect
• Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect
• 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 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 appropriate forum  

Competencies    

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

Closing Date    

• 2026/02/15