Job Vacancies at Momentum

Role Purpose    

• Provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to emails timeously.

Requirements    

• Grade 12 (NQF Level 4)
• Employee Benefits experience
• Extensive industry knowledge and product knowledge
• Extensive knowledge of relevant legislation
• Intermediate Excel skills

Duties & Responsibilities    

• Taking ownership and provide first time resolution on enquiries, ensuring they are resolved timeously and effectivel
• Ensuring accurate completion of documentation as per departmental guidelines in order to meet client needs
• Effectively utilising IT systems to ensure accuracy of documentation
• Ensuring adherence to organisational best practice and legislative requirements
• Adhering to policies and procedures and taking corrective action where necessary
• Ensuring all risks are mitigated and escalated where necessary
• Engaging in effective communication and delivering according to Service Level Agreements
• Engaging in effective communication and delivering according to Service Level Agreements
• Maintaining a consistent service delivery to ensure client retention and satisfaction
• Maintaining broad product knowledge in order to effectively and accurately respond to customer queries
• Dealing with client requests in a competent, efficient and professional manner
• In conjunction with the Administration Manager be accountable for the co-ordination of service delivery both internally and externally
• Support client centric model that enables efficient and effective client service

Competencies    

• Accountability
• Adaptability
• Attention to detail
• Business administration skills
• Customer orientated
• Communicating with impact
• Organisation and planning skills
• Excellent verbal and written business communication

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Role Purpose    

• Responsible for the planning, management, and control of the administration department through operational execution of the client service strategy to ensure effective and consistent client experience.

Requirements    

• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required.
• Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
• Workflow management: Daily workflow management and effective resource planning. Identify and resolve problems related to workflow.
• Ensure adherence to Service Level Agreements and report on production statistics.
• Reporting: Deliver quality and meaningful reports on client service within agreed timeframes. Identify and report new trends in the market.
• Identify and report system related problems.
• Review performance targets in line with business objectives and realities in order to ensure optimal performance is maintained.
• Customer engagement/retention: Engagement/retention of clients within current portfolio.
• External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
• Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
• Use service practices which build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Create a positive work climate and culture.
• Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational values.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Effectively manage performance within the team to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.
• Implement sound financial controls as well as monitor and manage expenditure relative to budget.
• Take responsibility for the unlocking of operational efficiencies.
• Implement risk management, governance, and compliance policies in own practice area.
• Manage governance and risk exposure liability.
• Ensure sound decision-making principles are applied to all business enquiries.

Duties & Responsibilities    

• Matric
• Related qualifications/Degree
• 6-8 Years' experience in the financial services industry
• Must have Employee Benefits experience
• Must have 3 - 5 years team management experience

Competencies    

• Business acumen
• Client commitment
• Drive for results
• Leads change and innovation
• Collaboration
• Impact and Influence
• Self -awareness and insight
• Diversity and inclusiveness
• Good communication skills
• Values driven

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Role Purpose    

• The purpose of theDerivatives and Equity  Trader role is to manage and execute trades for derivatives  and equity offering.

Requirements    
Qualifications: 

• Bachelor’s Degree in Finance / Accounting/ Business  
• Registered Equities trader    
• RPE Equity Markets and Derivatives   
• Proficiency in C#, Java, Matlab and VBA programming languages   

Experience:  

• 3-5 years+ Equities trading and analysis experience          
• Corporate actions, financial markets, trading, and equities      
• Bloomberg, Iress Pro, Swissquote, TradeCis, Talx or similar     
• Financial analysis modelling   
• Options pricing   
• Microsoft office including excel 

Duties & Responsibilities    

• Sell and market the derivativesoffering to  clients to grow the derivatives book
• Ensures the development of quantitative trading models
• Perform regular Quantitative and Statistical analysis.
• Ensure  accurate trade execution 
• Ensure accurate derivatives pricing 
• Mitigation of any risk (including client level, market level and Momentum Securities)  associated with trading activities. 
• Derivative book management: Interaction with internal and external derivatives service providers. 
• Day to day client engagement 
• Perform general day to day  derivative desk administration  
• Derivative desk deal management 

Competencies    

• Entrepreneurial and Commercial Thinking
• Attention to the details
• Deciding and Initiating Action
• Delivering results and meeting customer expectations

Closing Date    
2023/03/24