Job Opportunities at Momentum

Role Purpose

• Ensure that all clients submit monthly membership data, ensuring that data received is received timeously, in the correct format and aligned to all mandatory required data and policy definitions. Overall maintenance of data collection.

Requirements

• Grade 12
• Knowledge of Microsoft Office Package (Excel and Word) is essential.
• Minimum of 2 years' Employee Benefits experience.
• Strong written and verbal communication skills (in English).

Duties & Responsibilities

• Assist employers in resolving errors relating to monthly reconciliation / data schedules.
• Ensure that data received is attached to the appropriate monthly contribution workflow after all queries have been addressed.
• Put appropriate notes onto the contribution workflow when data is in query
• Manage receipt of accurate data on the Risk book of business on a monthly basis.
• Engage and educate clients on data requirements
• Manage and collect the required PPR data (Cell phone numbers / email addresses)
• Ensure accurate data is received and all fields align to policy administration
• Assist the pricing team with data for review purposes
• Attend client meetings to educate and assist with data issues
• Responsible to ensure that the administrators can run the monthly reconciliation with accurate data
• Ensure that data is aligned to the effective month and is dated accordingly
• Assist with strategic projects to convert data onto the Employer portal

Competencies

• Organizing and planning skills
• Accountability
• Customer orientated
• Attention to detail
• Good communication skills
• Persistency to resolve issues
• Accuracy
• Teamwork

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Role Purpose

• The Investment Development Consultant uses innovative engagement and influence techniques to market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels.

Requirements

Experience and Qualifications:

Qualifications

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience

• 1 to 3 years’ financial service industry experience -must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities

Connection and Engagement

• Engage every targeted Investment IFA in a structured, professional, and effective manner.
• Ensure that any block to building a partnership is removed
• Queries handled and feedback given timeously
• The Investment Development Consultant must understand the targeted IFA that we are focusing on. Understand the landscape in which we operate, the competitor environment, including but not limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
• The Investment Development Consultant must be passionate and represent the Brand with conviction
• Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us

Enthuse through Brand, SME Service & Digital

• Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
• Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
• IFAs to move from non-active supporters to active supporters to ambassadors.
• Connection to the Brand and Digital way of work
• Showing IFA’s the best way to work with us

Influence through coaching and learning

• Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
• Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Development Consultant will have a very clear understanding of the impact of regulation on the IFA practice
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Enable Through Partnership

• Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
• Understand the power of financial planning and advice and how our products can assist the IFA to grow. Advice led Coaching competence of the IFA
• Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

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Role Purpose

• To provide a high-quality, on-site administrative support function to the Wellness Occupational Health team, which will assist management to achieve their strategic goals and objectives.

Requirements

• National Senior Certificate
• Relevant tertiary qualification in an administrative field would be an advantage
• At least 2-3 Years office administration experience
• Competency in MS Office applications
• The incumbent must be able to speak English and 1 other SA official language
• It is essential to be in possession of a valid driver's licence and insured vehicle
• Will be required to travel to various clinics during the week

Duties & Responsibilities

• Ensure files are kept in order and easily accessible
• Collate, compile and distribute documents to relevant stakeholders, as required, within defined standards and timeframes
• Capture patient records accurately within the specified time frame
• Attend to patients and ensure that their bookings are recorded correctly
• Arrange meetings and appointments as required
• Deliver items to service providers timeously
• Load all new clinic data accurately and within determined SLA
• Compile reports for stakeholders within defined standards and timeframes
• Ordering of stock as and when required
• Compile and update inventory lists accurately
• Responsible for the end-to-end IOD administration process
• Required to provide the above tasks at several clinics and will therefore be required to travel to other sites

Competencies

• Accountability
• Attention to detail
• Customer orientation
• Planning and organisational skills
• Teamwork and cooperation
• Good time management skills
• Excellent communication skills (both written and verbal)
• Compassionate nature

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Role Purpose

• The Distribution Support Manager (DSM) supports the Momentum Distribution Services (MDS) distribution support admin team by organizing and coordinating office administration and procedures, in order to ensure organizational effectiveness and efficiency through world-class leadership of the administrative team.

Requirements

Qualifications:

• Grade 12/Matric
• Relevant NQF 7 business-related tertiary level qualification

Experience

• Proven minimum of two years of office management experience in the financial service industry,
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal).
• Valid driver's license

Duties & Responsibilities

Internal Processes

• Successful management of new business process
• Manage general operations and infrastructure including but not limited to:
• Lease management includes being the concept driver of the branch of the future
• Optimal connectivity
• Security and safety of People
• Accurate reporting, measuring results to continuously improve delivery.
• Daily workflow management and effective resource planning, identification of service failures and problem resolution.
• Manage the implementation of standard operating procedures and uphold good quality and service standards.
• Manage business efficiency through the management and optimization of people, processes, systems and technology.
• Implement and monitor the application of good governance principles,
• Treat Customers Fairly (TCF),
• POPIA,
• FICAA principles and any other legislative compliance requirements.
• Manage escalation process to resolution and identify and fix process inefficiencies.
• Responsible for all area-specific training and events which includes RSVP.
• Administrative support to Regional Sales Manager.
• Responsible for all system, process, and technology training requirements for all internal and external stakeholders (ability to train).
• Execution of panel management has to be aligned with our Game plan credo and it is expected that the person understands the impact of linkage changes.
• Adhere to the Way of work document.

Client

• Maintain meaningful business relationships with all stakeholders.
• Independent Financial Advisor (IFA) contract management process and maintenance.
• Create and enhance brand visibility in the IFA practices.
• Manage and record client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
• Know IFA practice and productive status level
• Understanding the role and requirement of the client in the IFA practice
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

People

• Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
• Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational values. (Game Plan Credo & Partnership Model)
• Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, high performance, and cohesiveness.
• Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility, and collaboration within the team.
• Management and implementation of employee-orientated processes:
• Recognition - MDS Elite Programme program.
• Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees.
• Employee Engagement and morale of employees.
• Employee wellness

Finance

• Control the budget for area of responsibility, including the timeous processing of expenditures and implementation of financial regulations within budget constraints.
• Manage high-risk and problematic financial issues in the area of accountability and contribute to the development of policy (curtailing and minimizing potential losses).
• Recording of IFA expenditure on the conflict of interest record-keeping tool
• Provide feedback on the effectiveness of the financial policy, practice, and procedures: preventing illegal, unethical, or improper conduct.
• Adhere to risk management, governance, and compliance policies in your own area, to identify and manage governance and risk exposure liability.
• Investigate reported willful acts of non-compliance to organization policy and practice and report on findings.
• Brand Ambassadorship
• Attention to detail
• Self-starter
• Leading and supervising,
• Business acumen,
• Professional standards
• Relating and networking (building rapport and relationships),
• Change management,
• Stress tolerance,
• Flawless and effective communication (written and oral),
• Delivering results and meeting stakeholder expectations,
• Teamwork and collaboration,
• Positively impact and influence on the IFA practice
• Self-awareness, self-management and insight, and ability to apply emotional intelligence
• Deadline Driven
• Able to travel as much as the job requires and travel documentation in order

Knowledge

• Extensive financial services industry knowledge.
• Knowledge of administrative policies, procedures, and processes.
• Knowledge of business-related rules, legislation, and regulations.
• Knowledge of relevant regulatory and compliance requirements.

Competencies

• Presentation skills
• Influencing skills
• Planning and organizing skills
• Communication skills
• Interpersonal skills
• Technology savvy
• Microsoft Office skills

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• Provide operational sales support and reinforce knowledge on business tools, processes, products, compliance requirements and reporting in the Metropolitan Sales Channel. Monitor, troubleshoot and escalate technical problems with networks, systems and other infrastructure to enable the sales process in the Channel.

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• To capture new applications and perform membership changes and to collect, reconcile and allocate monies for premiums and surcharges.
   

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• To facilitate the successful implementation of the L&P strategy to deliver the required learning and skills outcomes for stakeholder impact and return on investment. The incumbent will also assist the Skills Development Manager with managing the skills development programmes in accordance with legislation (SDA, SDLA, B-BBEE, SAQA, etc), and to facilitate the successful implementation of the L&P strategy to deliver the required learning and skills outcomes for stakeholder impact and return on investment.