Momentum Estate Plan Administrator at Momentum Metropolitan Holdings Limited

Role Purpose    

• Accurately capture data in order to support the department and processing all the administrative tasks according to agreed standards and turnaround times.

Requirements    

• Grade 12 
• 1-2 Years experience in administration or related position.
• Proficiency in data capturing and typing.

Duties & Responsibilities    

Internal Process

• Accurately update and check new business documentation align with business process and legislative requirements.
• Follow up on outstanding information and documentation to complete application.
• Verify and validate legal documentation to ensure accuracy and compliance
• Confirm banking details with financial institutions to ensure correctness and active status
• FICA – Conduct FICA compliance checks across all cases in accordance with regulatory requirements and world checks
• Review and verify compliance-related documentation to meet internal and external standards
• Accepting and processing medical underwriting cases in line with company policies
• Collate, compile and distribute documents to the required standards within defined time-frames.
• Ensure systems are kept in order and easily accessible.
• Maintain and control an effective office administration system.
• Attend to all calls and escalation queries in order to provide an excellent client experience
• Accurately finalize client complaints and queries to the relevant department.
• Respond to all client emails with clear, accurate, and detailed information.
• Accurately finalize all escalation mails from clients, brokers and branch managers
• Distribute documentation to the relevant stakeholder within the agreed timeframes.
• Providing feedback of trends and practices and POPIA breaches in the compliance requirement of business submitted.
• Improve, implement and maintain standardised new business processes and procedures.
• Ensure that all service level agreements are adhered to.
• Screen incoming calls and efficiently route them to the appropriate departments or parties when outside the scope of this department

Client Services

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
• Deliver on service level agreements and with clients, 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

People

• Develop and maintain productive and collaborative working relationships with peers, clients 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.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
• Be self-confident, self-motivated and relentlessly pursue targets and goals.

Finance

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.

Competencies    

• Attention to detail
• Communication skills
• Planning and Organising skills
• Analytical Skills
• Time management

Closing Date    

• 2026/07/13