Operations: Implementation Assistant at Momentum

Role Purpose    

• To provide a support function in the Operations Department in Momentum Trust. As it relates to the projects and processes of the Wills, Trusts, and Estates Departments to enhance the performance and efficacy of client service delivery.

Requirements    

• Degree in business management, marketing, legal, or related
• Experience within Fiduciary Services environment
• Understanding of Momentum Trust operational systems will be an advantage
• Previous experience in Dynamics and SharePoint essential
• Experience in understanding Wills, Trusts, and Estates operational needs
• Experience in liaising with relevant IT support teams regarding data delivery and implementation of systems

Duties & Responsibilities    

• Assist the Wills, Trusts, and Estates teams involving the implementation of projects and systems.
• Liaise with the Wills, Trusts, and Estates teams and various IT Support teams to complete and implement the operational requirements.
• Follow-up with IT Support teams on the development of operational systems.
• Testing of operational systems to be implemented in the business.
• Working closely with Head of Operations to contribute to and oversee the implementation of the Momentum Trust’s operational requirements.
• Give input on the Momentum Trust business systems and ensure that changes are implemented that will improve efficiencies.
• Contribute to the automation and continuous improvement of data and reporting processes.
• Establish and integrate business processes within set expectations and agreed performance standards as required by the Wills, Trusts, and Estates teams that ensure efficient and effective client service delivery.
• Interrogate data through the testing of various operational systems within set parameters of the Momentum Trust business.
• Maintain in-depth knowledge of all aspects relevant to Momentum Trust businesses to be able to present credible and meaningful insights and propose solutions, where required.
• Implement data solutions that enable or enhance data availability within the relevant systems.
• Gathering information and evaluating output requirements and formats.
• Possesses an advanced level understanding of Momentum Trust’s business processes, workflows, methodologies, and operational practices.
• Collaborate with application developers, and users to ensure a shared understanding of the business model and the detailed functional requirements. 
• Manages the progress of projects by tracking activity, resolving issues, and recommending actions.
• Provides senior management and project management with regular updates on deliverable timeline and project status. 
• Responsible for conducting team sessions to gain insights into user needs.
• Timeously escalate client complaints and queries to the relevant stakeholders.
• Collate, compile and distribute documents to the required standards within defined time-frames.
• Take responsibility to compile relevant reports.
• Build and maintain relationships with internal and external stakeholders.
• Make recommendations to improve the client experience within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Contribute to effective and consistent service delivery and support to all clients in line with the company's values and Treating Customers Fairly (TCF) principles.
• 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.
• Live the Momentum values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions.

Competencies    

• Excellent telephone manner and etiquette
• Excellent communication skills, both verbal and written
• Methodical and organised
• Ability to prioritise
• Customer/ Stakeholder Commitment
• Reporting and Interpretation
• High attention to detail
• Ability to meet deadlines
• Problem-solving skills
• Multi-tasking
• Analytical skills
• Planning and organizing skills
• Interpersonal skills
• Critical thinking
• Advanced Excel skills
• Examining Information
• Providing Insights
• Exploring Possibilities