Regional Operations Administrator (Temp) at Momentum Metropolitan Holdings Limited

Role Purpose    

• Responsible for the life cycle administration of franchises, advisers and assistant to ensure smooth onboarding, ongoing maintenance and off boarding processes

Requirements    

Experience and Qualifications:

• 2-5 years' process administration experience in the financial services industry.
• Experience in the financial services industry (preferred).
• Being in a high stake process environment (an advantage).
• Grade 12.
• Relevant NQF 5 qualification.

Duties & Responsibilities    

Role responsibilities:

• General Administration
• Liaison with the advisers and prospects to gather, capture and maintain information for purposes of onboarding, maintenance, and off boarding by following processes and utilizing the relevant systems.
• This will ensure effective servicing and accurate information at all times.
• Check application accuracy, assisting candidates with the completing of the online applications.
• Capturing and processing new franchise applications.
• Fit and proper – Ensure all fit and proper documentation are received before submitting to Compliance.
• System access – Provide information and request all the required system access.
• Book transfers – Ensure all requirements are met for a transfer and facilitate the transfers accordingly.
• Loan applications – Facilitate the loan application through the different channels, ie Management, Debit Management and Payments.
• Product Provider take-on – Facilitate the creation on all the relevant systems.
• Product provider broker code applications – Follow each Provider’s process in requesting broker codes and follow up until code is issued.
• Drafting franchise house, adviser, debt repayment plans and supervision agreements and ensure sign-off by all parties.
• Maintenance of Fit and Proper records (e.g. CPD, etc)
• Maintenance of the Representative Register
• Tasks – Creating tasks for all transactions and followed up until resolved.
• Business Support
• Support of the Franchise Support Roles within Momentum Consult concerning query resolution, credit cards and claims, travel arrangements (General Managers).
• Onboarding of Product Providers by following the due diligence process.
• Attending regional events and assisting on the day with the reception of the advisers.
• Enable client CENTRICITY WITHIN area of responsibility
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements applicable to 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.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Self-management and Teamwork
• 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, industrial and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Contribute to financial controls and planning
• Control and check expense claims for authorisation.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies:

• Planning and organising
• Deciding and initiating action
• Working with people
• Attention to detail
• Working in a fast paced environment
• Teamwork
• Fluent in English
• Must be comfortable to call Advisers, Managers, Colleagues

Closing Date    

• 2026/01/18