Investment Distribution Support Administrator Temp - 12 Months Contract (KZN) at Momentum

Role Purpose    

• The Investment 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:
•  Grade 12/Matric 
•  Relevant NQF 7 Business-related qualifications (preferred)

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 the impact of non-adherence 
•  Quotes fulfilment and tracking 
•  Professional presentation of the quote and relevant supporting documentation that support 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 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 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 clean and relevant. Drive submission of requirements to ensure cases issue 
•  Having regular engagement sessions with 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, and pipeline business 
•  Co-accountability for Momentum Distribution Service target achievement with a 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 being 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 

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 the 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 of 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