Current Vacancies at Momentum Metropolitan Holdings Limited

Requirements    

• Matric, plus relevant IT certificate
• Diploma or Degree in Information technology or similar with be advantageous.
• Minimum 4 years' experience with Microsoft Exchange, Mimecast, and Microsoft Office 365 applications administration required or other email security products.
• 5 years’ experience in a similar role.
• MS-900 Certification
• ITIL exposure or accreditation

Duties & Responsibilities    

• Support O365, Email Security, Mimecast and the M365 environment; this includes on prem versions of Exchange where needed.
• Maintain the information security and governance of O365, Email Security, Mimecast and the M365 environment.
• Support the vision, strategy and roadmap for the Office 365 product suite.
• Support the Office 365 suite of applications and their capabilities and stay abreast of product evolution.
• Understand both the engineering and business side of Office 365 and ultimately responsible for representing the end-user’s needs.
• Collaborate with other teams to ensure email security best practices are followed.
• Proactively monitor and analyze email traffic for security threats.
• Investigate and respond to email security incidents.
• Provide a secure environment, by actioning controls to manage and mitigate risks.
• Support data and application migration from legacy system(s) to Microsoft cloud.
• Work within standard ITIL service management processes of Changes, Incidents, Service Requests and Problems, and utilise appropriate change and release procedures to ensure the smooth operation of business services.
• Provide general application support to all functional areas and business units.
• Keep up to date with changing technologies and the benefits and advantages they may offer.
• Promote ongoing innovation and enhance offerings.
• Provide training as required.

Governance and Key Relationships

• Build influential relationships with various business units across the organisation

Experience 

• Vast Experience in technical advisory and technical implementation questions regarding 0365 and other M365 tools.
• Extensive knowledge of Email Security and associated products (example Mimecast, Dmarc analyzer)
• PowerShell scripting to configure Azure and M365
• Good knowledge of current trends and practice in the use of digital and information technology.
• Great hands-on & technical experience implementing and supporting digital workplace technologies.
• Experience building technology roadmaps.
• Strong understanding of digital workplace technologies (hardware and software services and SaaS tools).
• Strong understanding of adjacent technologies (identity, security, endpoint management, vulnerability management, asset management, IT service management, analytics, etc.).
• Excellent working knowledge of IT general practices and methods with in-depth technical knowledge covering Active Directory, Desktop Engineering, Identity and Access Management, Device Management, Endpoint Security, and other related skills to be successful in this role.
• Proven ability to work in a fast-paced and matrixed environment.
• Meet changing deadlines and priorities on large scale global projects. 

Competencies    

• Solution Orientated
• Cognitive / Problem Resolution Abilities needed to follow complex and unique processes and adapt to change rapidly.
• Excellent organisational skills and an ability to effectively problem solve within a digital environment.
• Must be self-motivated, able to work on own initiative, prioritise workload, multi-task, meet deadlines and be able to work under pressure.
• Must work well with others as part of large team across geolocations.
• Must demonstrate ability to build strong, highly skilled teams including adopting and implementing agile principles.
• Passionate for continuously learning new technologies.
• Displays attributes that enhance the Group IT Operations culture, values and vision.
• The ability to work within a very demanding environment and handling stress in a positive manner and maintain a high degree of confidentiality.

Communications.

• Will have excellent communication skills (written and verbal) and be able to communicate effectively with all stakeholders, including a variety of backgrounds and technological experience levels.

Change Management.

• The ability to effectively guide and sustain people, process, and technology change in a dynamic and complex operating environment.
• Does not shy away from big ideas.
• Willing to roll up the sleeves and help, or diving into details when necessary.
• Digital dexterity. The ability to learn and utilize digital workplace technologies to catalyse new ways of work.
• The ability to see and explain how digital workplace technology can improve employee experience and engagement.
• Pragmatic and detail oriented. Consistently takes a thorough, accurate, organized and productive approach.
• Ability to gain agreement and support for ideas and initiatives.
• Business-results orientation. Seeks to understand business needs and works to anticipate, identify, and meet end-user needs.

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Role Purpose    

As a Service Specialist within our RISO Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.

Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurised servicing environment. In addition, you will be responsible for accurately processing client instructions (not yet performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.

As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing. You may be given a primary role in one of these channels, but all Service Specialists are appointed to perform work in all the servicing channels.

Requirements    

Experience and Qualifications

• Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
• Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
• Knowledge and experience of digital capabilities will be an advantage.
• Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
• Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
• Grade 12 or equivalent with Maths and/or Accounting.
• B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Momentum Investments product, process, procedure, and system knowledge will be an advantage.
• Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
• Dual-screen navigation and typing skills at an advanced level.
• Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.

Knowledge – will be an advantage

• Extensive financial services industry knowledge.
• Sound knowledge of client service policies, procedures and processes.
• Knowledge of business-related rules and regulations.
• Knowledge of relevant regulatory and compliance requirements.
• Knowledge of the operational running of call and service centers.
• Relevant product knowledge.
• Knowledge of complaints handling processes and procedures.

Duties & Responsibilities    

• Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
• Maintain a consistent differentiated client experience within a pressurised, fast-paced and deadline driven environment.
• Compose thoughtful, personalised telephonic and/or email responses for a variety of client needs.
• Maintain client confidentiality, at all times.
• Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
• Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
• Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
• Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
• Support the RISO team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
• Adhere to product, legislative and compliance processes, and procedures at all times.
• Adhere to Client Centric and Treating Customers Fairly Principles.
• Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
• Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
• Make active daily contributions to help achieve team goals, targets, and successes, taking co-responsibility for the team’s deliverables as a collective team.
• Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
• Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
• Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
• Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
• Live the Momentum Metropolitan values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.

Competencies    

• Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
• Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
• Has the ability to work well both under supervision as a member of a team, as well as independently.
• Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organisation and relating well to individuals at all levels.
• Highly organised, professional, efficient and effective, with a sense of urgency and excellent time management.
• Very high attention to detail and quality work output.
• Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Metropolitan’s affairs.
• Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity; coping with pressures and setbacks by working productively in a stressful environment.
• Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
• Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
• Analysing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.

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Role Purpose    

Perform detailed analysis, document processes and perform user acceptance testing to support development of innovative solutions to enable business objectives.

Requirements    

• Relevant IT qualification
• Grade 12 or equivalent qualification
• Business Analysis certification(e.g., BABOK, CBAP)
• 1 - 2 years relevant experience

Duties & Responsibilities    

INTERNAL PROCESS

• Keep abreast of latest IT trends and practices to optimise service offering and minimise risk.
• Gather and interpret requirements from key stakeholders/customers in line with business analysis frameworks.
• Analyse and understand the business’ requirement and through a structured process document, validate and translate these into requirement specifications and functional specifications to be used by developers in crafting technical solutions and by testers to test and confirm successful delivery of solutions to the requirement.
• Contribute to translating the business goals into design in line with systems architecture.
• Act as a liaison between key stakeholders/customers and the project team to determine customer needs and translate these into business requirements. Oversee the quality delivery of requirements and business process specifications that meet the agreed deliverables in line with best practices and business process.
• Collaborate closely with solution teams and a variety of end-users to ensure requirements compatibility and end user satisfaction.
• Participate in the solution design process to make recommendations to create and enhance solutions that are innovative, repeatable and sustainable and solve complex business problems.
• Participate in User Acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements.
• Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
• Test and validate the functionality of all technical solutions in line with business requirements on completion of development to ensure that business requirements are met in the implemented solutions.
• Define reporting requirements and integration points on affected components using diagrammatic representations.
• Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.

CLIENT

• 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.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

PEOPLE

• Contribute to creating a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Contribute to and drive a culture that guides and directs best practice, fostering an environment of continuous learning, people growth and improvement and cohesiveness.
• Effectively manage your performance within the team in order to ensure business objectives are achieved.
• Be a role model for innovation, change agility and collaboration behaviours within the team.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.

Competencies    

• Process mapping
• Negotiation skills
• Communication skills (written and verbal)
• Problem solving skills (critical thinking)
• Stakeholder engagement
• Facilitation and presentation skills
• Prioritisation and planning skills

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Role Purpose    

Analyse data by using statistical models in order to support the actuarial team in probability and cost calculations that impact the financial viability of products and pricing models.

Requirements    

• 12 years experience in actuarial analysis
• Degree in Actuarial Sciences, Statistical Analysis, Mathematics or related field

Duties & Responsibilities    

INTERNAL PROCESS

• Analyse data from various sources to assess completeness and accuracy, identifying potential errors and irregularities, to ensure accuracy of insights and analysis.
• Source and analyse competitor products and pricing models to provide insight into product and pricing models.
• Perform statistical investigations, modelling and data analysis using specialised software, to support the actuarial team.
• Assess data and build statistical models to make predictions, conduct costbenefit analyses or develop risk projections based on a variety of factors.
• Calculate insurance reserves for relevant products, to determine financial viability of solutions.
• Prepare reports and present insights derived from analyses, to support decisionmaking and inform appropriate actions through various options and scenarios.
• Provide technical actuarial support to the actuarial team and internal stakeholders to support various initiatives.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external 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.
• Conduct relevant research to inform assumptions, projections and advise provided to the business, and to develop own expert opinion.

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 selfconfident, selfmotivated 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.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Examining Information : Analyses and processes information asks probing questions strives to find solutions to problems,
• Interpreting Data : Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively,
• Providing Insights : Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments, Exploring PossibilitiesIs conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles,
• Articulating Information : Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information,
• Meeting Timescales : Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,
• Checking Things : Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed,
• Producing Output : Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi:tasking to produce output,

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Role Purpose    

Render a comprehensive service to clients, processing all the administrative tasks according to agreed standards and turnaround time’s thereby improving client retention and repeat business opportunities.

Requirements    

• Matric or NQF 4 equivalent
• 2-3 years client service administration experience
• Financial services experience

Duties and Responsibilities

• Accurately capture client information on the relevant system
• Execute client requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Engage with client in a client centricity manner to improve client retention and repeat business activities.
• Resolve client queries and follow up to ensure queries are resolved timeously and effectively.
• Ensuring accurate completion of documentation as per service level agreement in order to meet client needs.
• Effectively utilize client service interactions to improve client retention and repeat business activities.
• Effectively use administration systems to ensure accuracy of documentation.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Handling of urgent complex enquiries and requests received telephonically and via email.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times.
• Manage the delivery on service level agreements made with clients and internal and external stakeholders 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.
• Process the relevant policy transactions per client interaction.
• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Implement and provide input into governance processes, systems and legislation within area of specialization.
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
• Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

Competencies    

• Business Acumen
• Client/Stakeholder Commitment
• Drive for Results
• Diversity and Inclusiveness
• Collaboration
• Impact and Influence
• Self-Awareness and Insight

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Role Purpose    

As a Bulk Support Administrator in Investment Operations, your role is to ensure excellence through accurate and timely administration of all Bulk Support Functions. Key responsibilities include investigating queries, rebalancing wrap funds, and processing various corporate actions on different platforms.

Additional Expectations:You may be required to work in alignment with our international business hours and some South African public holidays.

Requirements    

• Minimum three years' experience in Investment Administration, ideally with Momentum Wealth and Momentum Wealth International experience.
• Grade 12 or equivalent with Math and/or Accounting.
• B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Strong computer skills
• Knowledge of Insurance and Investment products.
• Familiarity with Wrap Funds.
• Offshore administration experience is a bonus.

Duties & Responsibilities    

• Process instructions accurately and promptly to exceed client expectations.
• Provide daily and monthly reports.
• Clear shared email box queries daily.
• Monitor and clear personal Jira workflow queue daily.
• Help with various tasks, responsibilities, and projects.
• Keep procedure documents updated continuously.
• Take ownership of personal development and growth.
• Adhere to agreed-upon service level agreements and turnaround times internally and externally.
• Deliver excellent client service to all parties.
• Stay vigilant for process or business risks and report them.
• Develop and maintain internal and external relationships.
• Independently and proactively resolve queries.
• Communicate with internal and external parties.
• Handle various corporate actions across platforms, including distributions, fund mergers, liquidations, and capital distributions.
• Rebalance wrap funds across platforms.
• Perform a variety of functions within investment administration.
• Promote and embody Momentum Metropolitan Holdings Limited values: Accountability, Diversity, Excellence, Innovation, Integrity, and Teamwork.

Competencies    

• Detail-oriented
• Problem-solving skills
• Accountability and ownership
• Analytical abilities
• Driven by results
• Strong focus on service
• Team player
• Ability to handle stress
• Excellent communication skills
• Act with urgency
• Proficient in MS Office
• Good interpersonal skills
• Embrace values-based behavior