Job Openings at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Trust Officer will be responsible for the administration of own trust portfolio which will include Inter Vivos Trusts (Including Court Order Trusts) and Testamentary Trusts, and the development of business relationships with clients. The incumbent will also be responsible for facilitating internal service coordination to resolve issues and respond to client requests.

Requirements    
Qualifications & Experience: 

Qualifications:

• Advanced Diploma in Trust and Estate Administration, and/or a relevant tertiary qualification in Law and Commerce.
• Professional admission as an attorney or accountant (desirable).

Experience:

• Minimum of 5 years’ experience in a trust & fiduciary services environment
• Membership of industry bodies (e.g. FISA and/or STEP) will be advantageous

Skills: 

• Interpersonal skills
• Attention to detail
• Resilience
• Adaptability
• Analytical skills
• Planning and Organising skills
• Communication skills
• Self-managing
• Attention to detail and commitment to seeing tasks to completion.

Knowledge:

• Knowledge expert in legal principles applicable to trusts, including the law of trusts, the taxation of trusts and the use of trusts in estate planning
• Basic principles of trust administration
• Microsoft Office
• Ability to implement and maintain proper governance processes relating to the administration of trusts
• Business writing skills
• Proficiency in utilising various line of business applications

Duties & Responsibilities    
Internal Processes:

• Drafting of required documentation for the registration and amendment of trusts (Court Order, Testamentary and Inter Vivos Trusts) with the Master of the High Court
• Act as nominee of the trust company on certain trusts
• Day to day administration of a portfolio of trusts, which will include, but not limited to:
• Facilitation and attendance
• Preparation of agenda and minutes
• Interpretation and application of the provisions of trust instruments
• Attend and resolve general queries/requests from clients
• Preparation of trustee resolutions
• Annual Trustee Meetings:
• Facilitation and attendance
• Preparation of agenda and minutes
• Preparation of trustee resolutions
• Ensure trust payments are made on time and in accordance with the trustee resolutions
• Opening and closing of trust bank accounts
• Oversee the preparation of trust annual financial statements with the trusts’ accounting officer, including providing documentation required to prepare the statements and to ensure that the trusts’ tax affairs are compliant
• Drafting of necessary agreements (if applicable) not sure this is a requirement?
• Liaison with third parties on behalf of the trust where required
• Ensure that trust portfolio is always up to date
• Provide key support to team members
• Monitoring existing investments and assets in trust portfolio together with the trusts’ financial advisers
• Preparation of monthly reports

Client Services

• Provide authoritative, expertise and assistance 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.

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.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
• Competencies    
• Meeting timescales
• Documenting facts
• Following procedures
• Upholding standards
• Producing output
• Interacting with people
• Checking things
• Providing insights

Deadline:5th March,2026

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Role Purpose    

• To provide administrative and client-service support to the Pension-Backed Home Loans team by assisting with client communication, application processing, document follow-ups, and general servicing activities to ensure a smooth end-to-end client experience.

Requirements    

• Grade 12 or equivalent qualification.
• 1-2 years' relevant experience.
• Relevant qualification (advantageous).
• Financial services experience (advantageous).

Duties & Responsibilities    

• Handle inbound and outbound client calls in a professional, service-oriented manner.
• Assist with responding to basic client queries and directing complex queries to the appropriate team members.
• Monitor and service the product mailbox daily.
• Create and prepare client application files for processing by the PBHL team.
• Follow up with clients on outstanding documents required for application completion.
• Verify and organise documents for easy retrieval and processing.
• Capture and record pre-screening assessment information accurately on internal systems.
• Support the team in ensuring seamless client servicing across the application lifecycle.
• Maintain positive client interactions and contribute to the overall client experience.

Competencies    

• Sense of urgency.
• Good verbal and written communication.
• Client-service orientation.
• Attention to detail.
• Time-management and organisational skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Interpersonal Relationships.

Deadline:5th March,2026

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Role Purpose    

• To prepare and recommend payments in line with the claims philosophy.

Requirements    

• Grade 12 or equivalent qualification
• Relevant degree or qualification
• Claims experience preferred
• Experience in a client service or administrative role, preferably within the insurance or financial services industry

Knowledge:

• Understanding of long-term insurance industry and In House systems
• Knowledge and understanding of Insurance Legislation, Pension Fund Act and TCF
• Knowledge and understanding of claims assessment Philosophy and Medical underwriting
• Knowledge and understanding of service admin processes
• Knowledge of the relevant scheme or product rules 

Duties & Responsibilities    
INTERNAL PROCESS:

• Assess and evaluate claims in accordance with policy terms, standard operating procedures, and regulatory requirements.
• Obtain and review all relevant documentation to ensure accurate and fair claim outcomes.
• Recommend claim decisions (approve, decline, or request additional information) in line with delegated authority limits.
• Finalise claims efficiently while ensuring that appropriate requirements are met.
• Monitor and adhere to agreed service level agreements (SLAs) to ensure consistent client service delivery.
• Respond to claims and service-related queries telephonically and in writing within agreed timeframes.
• Investigate and resolve client queries, ensuring accurate and timeous feedback is provided.
• Escalate complex claims or unresolved queries to senior assessors or relevant stakeholders where necessary.
• Process paperless and digital claims in line with operational requirements.
• Maintain accurate and complete records of all claims assessed in accordance with business standards and applicable legislation.
• Provide accurate reporting on claims processed, as required.
• Collaborate with internal stakeholders (e.g., underwriting, policy administration, finance, client services) to ensure seamless claims processing and client experience.
• Contribute to continuous improvement by identifying process inefficiencies and suggesting practical enhancements within the claims environment.
• Actively support both claims assessment and aligned operational functions that ensure service continuity and workflow efficiency. This includes policy reinstatements, assessing premium positions, and performing centralised policy-related administrative functions where required.

CLIENT:

• Provide authoritative expertise 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.

PEOPLE:

• Develop and maintain productive and collaborative working relationships with peers and stakeholder.
• 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. 

FINANCE:

• Contribute to the financial planning process within area.
• Identify opportunities 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    

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

Deadline:1st March,2026

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Role Purpose    

• The role purpose is to assist the Head of Compliance advice, guide and monitor compliance with all legislation relevant to the non-banking financial services industry and pension fund administration environment and report on the level of compliance, compliance results to the respective governance forums. The successful candidate will be play a key role to implement and execute on the compliance plan and providing relevant compliance related advice to the business.

Requirements    
Qualifications

• Relevant legal qualification or auditing or risk management qualification with related exposure to the regulatory environment in a financial services company or regulator
• Member of the Compliance Institute of Southern Africa
• C.Prac (advantageous)
• RE1

Experience

• Minimum 3 years’ experience in an end-to-end compliance function with in dept knowledge of the life insurance (group business), consulting business and pension fund industry.
• Must have been exposed to and have an understanding of the Insurance Act and Pension Funds Act, Financial Advisory and Intermediary Services Act, Financial Intelligence Centre Act and National Credit Act

Duties & Responsibilities    
INTERNAL PROCESS

• Execute compliance activities based on the Compliance Monitoring Plan in order to provide assurance on the level of regulatory compliance
• Monitor new regulatory mandates, rules and requirements, ensure that compliance policies are kept up to date and that revisions are disseminated in a timely manner
• Design and implement compliance training and educational programmes; actively participate in management training, including new starter induction programmes
• Provide advice on compliance with applicable laws and regulations to the business to ensure ongoing adherence and compliance.
• Assess the possible impact of any regulatory development on the operations of the business and work with the business with regard to compliance
• Conduct compliance monitoring reviews and audits based on audit schedule and ad hoc requirements as required by the Internal Auditor or business leader
• Review and monitor completed audits and follow up on any recommendations made
• Execute the regulatory compliance breach management and follow-up process in order to address the identification, analysis and resolution processes to be followed as well as the escalation procedures.
• Provide professional advice and guidance to business regarding compliance matters.
• Contribute to the initiation of critical statutory projects relevant to the business and monitor the appropriate implementation thereof by the business.
• Create awareness within business regarding new compliance requirement or provide guidance on potential impact of compliance requirements
• Support the business stakeholders identify compliance risks or weaknesses for which the business should consider additional mitigating action, or processes and/or procedures.
• Initiate, contribute and prepare the necessary documentation for the submission of business enabling statutory applications to applicable regulatory and industry or supervisory bodies
• Build relationships with internal and external stakeholders as well as the wider compliance community within the MMI Group.
• Provide input from a compliance perspective and act as trusted advisor in business projects and initiatives.
• Deliver compliance reports that highlight compliance activities and instances of non-compliance, both internal and external within agreed time frames.
• Initiate and contribute to the review of all critical business policies from a regulatory compliance perspective and make recommendations for improvement.
• Identify, assess, manage, monitor and report on compliance risks that the company face.
• Execute compliance activities based on the Risk-based compliance plan in order to provide assurance on the level of regulatory compliance.

CLIENT SERVICE

• Build and maintain relationships with internal and external stakeholders
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
• 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

PEOPLE

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• 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.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

FINANCE

• Contribute to the development of business cases for proposal to decision-making bodies.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and provide input into governance processes, systems and legislation within area of specialisation.
• 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
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-awareness and Insight
• Diversity and Inclusiveness

Deadline:12th March,2026

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Role Purpose    

• We are seeking a detail-driven, tech-curious Legal Intern to support the Legal team in implementing an exciting new legal technology system aimed at digitising and optimising our contract lifecycle. This is a hands-on, project-focused role ideal for someone who is passionate about the intersection between law and technology, enjoys working with data, and thrives in a fast-paced environment.
• Although the role will involve significant administrative and data management work, it offers a rare opportunity to participate in a high-impact digital transformation project within the Governance department.

Requirements    

• LLB graduate.
• Demonstrated interest in legal technology, innovation, or process optimisation (advantageous).
• Experience handling large datasets or document-review tasks (advantageous but not required).
• Basic understanding of contract structures, key clauses, and legal terminology.
• Ability to interpret and extract information from various contract types.
• Basic understanding of contract structures, key clauses, and legal terminology.
• Ability to interpret and extract information from various contract types.
• Strong proficiency in Microsoft Excel (pivot tables, formulas, data cleaning, sorting/filtering) and SharePoint.
• High comfort level with technology and digital tools.
• Ability to work with large volumes of data while maintaining accuracy.

Duties & Responsibilities    
Project Support & Implementation

• Assist the Legal team with the rollout of the new contract lifecycle management (CLM) system.
• Support system configuration activities through data collection, validation, and preparation.
• Collaborate with internal stakeholders to gather missing contract information and resolve data queries.

Contract Data & Document Management

• Review, classify, and capture contract information into structured spreadsheets.
• Ensure contract metadata is accurately extracted, standardised, and prepared for upload into the new platform.
• Conduct quality checks to ensure data integrity and completeness.

Legal Administrative Support

• Work closely with the team’s Legal Administrator to organise the contract repository
• Prepare summary reports tracking progress, gaps in contract data, and risks in the data-migration process.

Competencies    

• Exceptional attention to detail and a meticulous working style.
• Highly organised, reliable, and able to manage multiple tasks simultaneously.
• Enthusiastic about innovation in the legal field and keen to learn.
• Strong communication skills and ability to collaborate with multiple stakeholders in a multi-disciplinary project team.

Deadline:1st March,2026