Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Role Purpose
- Accurately control and process financial information for an investment portfolio. Prepare financial reports and analysis to enable business processes.
Requirements
- Degree in Accounting or Investment Management or Financial Management
- Honours Degree in Accounting or Investments or Financial Management (preferred)
- Studying toward CA, CFA, CIMA, ACCA (preferred)
- Completed accounting articles (preferred)
- At least 2 – 5 years’ experience in accounting and or investments
Duties & Responsibilities
- Performing of the Investment Accounting function for Guardrisk Insurance Company Limited, Guardrisk Life Limited and Guardrisk Microinsurance Limited which includes the unitised and dedicated investments investment portfolios, for cell captive & contingency policy clients
- Accurately, efficiently and timely accounting and reporting of investment related transactions of investment portfolios in the general ledger
- Review and /or prepare investment related payment documents and obtain the necessary source documentation and authorisation to effect payments timeously and within the determined service level agreement
- Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder
- Preparation of investment and disinvestment instructions authorised according to the sub delegation of authority
- Completion of asset manager FICA documentation and safekeeping of confidential information
- Compile and prepare monthly, quarterly and year end investment and interest reconciliations including monthly cashbook reconciliations
- Compile quarterly asset allocation report for submission to the Reserve Bank and asset spreading recons to be used by the balance sheet management department
- Compile adhoc monthly and quarterly reporting for internal and external stakeholders
- Completion of the new instrument data reconciliations to be included in the Group sector tree instrument allocation report
- Identify, report and resolve respective investment accounting or reporting issues
- Portfolio support and management/servicing by working closely with the portfolio accountants, portfolio manager and other stakeholders
- Assist with Special Projects relating to Investments assigned within the group
- Meeting company, investment and client accounting, payment and reporting deadlines
- Contribute to the enhancement of the investment systems and processes to enhance financial management
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Build and maintain relationships with asset managers, clients as well as internal and external stakeholders
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service
- Prepare and provide necessary documentation to complete timely audit for both the client and Guardrisk
- Contribute to the internal and external audit process and resolve any audit queries within the deadlines set
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Build and maintain relationships with asset managers, clients and internal and external stakeholders
- Deliver on service level agreements made with internal and external asset managers, stakeholders and clients
- Make recommendations to improvement client service within area of responsibility
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service
- 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
- Contribute to the budgeting process and provide the relevant reports and analysis to support the process.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Deadline:15th August,2025
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Deadline:31st August,2025
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Deadline:31st August,2025
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Role Purpose
- To provide administrative support to senior executives at Momentum Investments as well as their teams, ensuring efficient operation and management in setting the senior leaders up for success. The role involves handling sensitive information, managing schedules, coordinating meetings, and acting as a liaison between the leader and internal as well as external stakeholders but also doing tasks that will set the senior leader and their teams up for success.
Requirements
Qualifications, Experience and Knowledge
- Bachelor’s degree in Business Administration, Management, or related field.
- Minimum of 5-7 years of experience in a similar role, preferably in a financial services environment.
- Experience in supporting EXCO and MANCO leaders at the same time.
Duties & Responsibilities
Diary Management & Logistics:
- Schedule meetings, workshops, and extended sessions, confirming venues and arranging catering where required.
- Liaise and manage diary conflict with other PA’s.
- Prepare for meetings by ensuring venues are ready and virtual links are set up.
- Schedule recurring meetings upfront and ensure venue availability.
- Arrange special events and functions and offsite sessions for the functional team.
- Liaise with other PA’s in compiling the corporate calendar for Momentum Investments and scheduling meetings accordingly upfront.
- Schedule appropriate time for preparation of meetings within calendar.
Administrative Support:
- Manage and maintain schedules, including appointments and meetings ahead of time.
- Prepare and edit correspondence, communications, presentations, and other documents.
- Handle confidential information with utmost discretion.
- Manage corporate credit card transactions and expense claims.
- Handle JDE transactions, including payment of invoices and contractor salaries where applicable. Manage timeous response and payments of invoices.
- Track software licensing and other recurring payments.
- Provide support to track budget for the team effectively.
- Ensure credit cards are reconciled as per company policies.
- Manage and review discretionary budgets relating to events, training, stationery, equipment and other relevant categories.
Meeting Coordination:
- Coordinate meetings, including preparing agendas, taking minutes, and following up on action items.
- Ensure all necessary materials are prepared and distributed in advance.
- Ensure all preparation work has been completed before meeting occurrence.
- Ensure relevant channels (Teams etc) are developed as needed for specific requirements (like Teams sites for leadership teams).
Communication Management:
- Act as the primary point of contact between the senior leader and internal as well as external stakeholders.
- Screen and prioritise incoming communications, including emails and phone calls.
- Build relationships and demonstrate empathy with internal teams, vendors, and clients.
Presentation Development and Management:
- Create, edit, and enhance presentations for senior leaders to use in meetings, conferences, and other events.
- Ensure presentations are visually appealing, accurate, and aligned with the company’s branding and messaging.
Project Management:
- Assist in the planning and execution of special projects and initiatives.
- Track progress and ensure timely completion of tasks where needed.
Preparation for MANCO and Board Meetings:
- Monitor receipt of meeting packs and agenda documents.
- Print and prepare documents as required.
- Ensure action items and necessary materials are ready for meetings.
- Ensure appropriate time is booked within the calendar for preparation of meetings.
Travel arrangements and planning:
- Arrange complex and detailed travel plans and itineraries for travel.
- Arrange accommodation and ensure that the senior leader is set up to work effectively.
- Arrange relevant documentation e.g. visa applications where required.
Event support within the functional team:
- Coordinate logistics for functional team events and functions.
- Organise team events, birthday celebrations, and other functions that the senior leader considers important.
Office Management:
- Oversee the maintenance of office supplies and equipment.
- Ensure the executive office operates smoothly and efficiently.
- Keep the standard record of all office supplies and equipment.
Setting up new starters:
- Ensure that new starters in the team is set up with a computer with access to the right systems to contribute to the team deliverables quickly.
- Ensure you stay close to the team to set the leader(s) up for success and to overcome challenges on the floor quickly.
Competencies
Competencies and Skills
- Exceptional organisational and time-management skills.
- Strong written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
- Ability to handle multiple tasks and prioritise effectively.
- High level of professionalism and discretion.
- Strong problem-solving skills and attention to detail.
Personal Attributes:
- Integrity: Demonstrates high ethical standards and maintains confidentiality.
- Proactive: Takes initiative and anticipates the needs of the executive.
- Adaptable: Able to work in a fast-paced and dynamic environment.
- Interpersonal Skills: Builds strong relationships with stakeholders at all levels.
Deadline:7th August,2025
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Role Purpose
- The purpose of the role is to design/develop and implement the FundsAtWork Group Insurance and Structure Investments and annuities and client experience strategy to deliver exceptional client experience to the various clients. The role will lead and inspire teams to design and deliver effective, efficient, and excellent processes.
Requirements
- Degree in Business Management, Finance, or any related qualification
- 8-10 Years’ experience in Client Services administration management
- 5 - 8 Years’ Senior Management experience in a financial services environment
- In-depth understanding of local Insurance laws, practices and regulatory requirements
Duties & Responsibilities
Internal Processes
Client experience strategy and delivery
- Design and development the client services strategies that support client’s requirements and business objectives with the focus on digital enablement with a human connection.
- Enable efficiencies with a digital and automation focus.
- Develop effective short, medium and long-term operating plans to effectively manage client experience and lifecycle from on-boarding to termination.
- Continuously review implementation plans, operating practices and processes in anticipation of future business requirements and regulatory changes to ensure that continuous improvements, efficiency, effectiveness and client experience will be achieved and that compliance will be enabled.
- Ensure that new processes are implemented in a way that is repeatable and align to the client experience strategy
- Define and implement mechanisms to continuously monitor and improve client service where necessary including NPS, SLAs and other client experience measurements.
- Engage the key internal and external stakeholders to identify changing client needs and establish effective relationships and SLA management.
- Drive business improvement and innovation projects to improve operational efficiencies and embed continuous improvement across client services.
- Ensure timeous communication on progress and challenges in achieving goals and client services plans to all relevant stakeholders.
- Develop, establish, and direct execution of operating models to support overall business objectives.
- Drive business optimisation initiatives to ensure cost effective and client centric operating structures, maximum efficiency levels, reduction in waste in all respects and strengthen of operating systems.
- Define and influence service models and remuneration models across functions to ensure continued client satisfaction, value chain integration and optimization.
Employee Benefit industry understanding
- A solid understanding of the employee benefits industry and benefits e.g. product, consulting, new business, broker market
- Industry best practices
Stakeholder management (Internal and external)
- Collaborate with the relevant stakeholders to develop an implementation plan for client experience that meets the client’s expectations and requirements.
- Lead and manage interface between Operations, IT, Finance and various other functions to ensure effective execution.
- Strategic broker and client engagements and management
- Regulatory body engagements e.g. Prudential Authority, FSCA
Governance (Risks and compliance)
- Ensure compliance with all legal, governance, policies, procedures, standards and sound business practice to meet acceptable standards.
- Drive the development and implementation of integrated risk, governance and compliance frameworks, ensuring the consolidation of the risk profile for an area of accountability across the value chain, managing critical risks and providing feedback
- Ensure good working relationships with the FundsAtWork Principal Officer/ Board of Trustees including the administration sub-committee.
People
- Manage a team of client service heads with a total of 400 employees
- Influence and drive change management
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational culture.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Group cultural behaviours.
- Drive a culture that embodies client focus and unreasonable excellence, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared among team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team
Finance
- Ensure that appropriate strategies have adequate financial resources for the development and implementation of critical financial plans and budgets. Influence the implementation and integration thereof across the fund administration and services space.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of risk management, financial,
- governance and compliance policies, practice and procedures preventing illegal, unethical or improper conduct and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Strategic thinking
- Client focused
- Commercial and financial acumen
- Analytical thinking
- Service excellence
- Client orientation
- Collaborating (internal and external)
- Client relationship mindset
- Influencing
- Planning and Organising
- Process engineering
Deadline:14th August,2025
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Deadline:31st August,2025
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Deadline:31st August,2025
go to method of application »
Role Purpose
- To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes.
Requirements
- Grade 12 or NQF level 4.
- 2-5 Years’ experience in an insurance administration environment.
- Microsoft Office Suite (Word, Excel).
- Employee Benefits administration experience will be advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Ability to self-manage the full administration of risk schemes.
- Accurately complete member and risk premium reconciliations.
- Investigate and resolve all non-reconciling items.
- Administer and process the relevant scheme data from fund entry to exit stage.
- Process and effect payment on all claim types.
- Provide first time resolution to clients on queries via e-mail and telephonic.
- Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
- Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
- Assist clients efficiently with their requests through displaying the Momentum Metropolitan values enabling client retention and satisfaction.
- Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
- Ensure all risks are mitigated and escalated when dealing with client requests.
- Keep abreast of MMH product and legislation changes in order to effectively and accurately assist with client queries.
- Responsible for the monthly reconciliation of scheme data to assist with client reporting.
Please note that this role is based on the pay for performance remuneration structure.
Competencies
- Accountability.
- Attention to details.
- Customer orientation.
- Communication skills.
- Planning and Organising.
- Multitasking.
- Teamwork.
- Self-management.
Deadline:8th August,2025
Method of Application
Use the link(s) below to apply on company website.
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