Jobs at Momentum

Role Purpose    

• Accurate administrative function for the installation of New Business and Benefit Improvements, according to relevantservice level agreements, onto the Momentum Corporate operating system. The purpose of which is to allow effectiveexecution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience.

Requirements    

• Matric or related qualification
• 3 years of related experience (employee benefits)
• Orbit experience preferably

Duties & Responsibilities    

• Receive, manage and assemble data to determine the accuracy of information to be loaded onto the system.
• Timeously liaise with relevant stakeholders to obtain information to allow scheme installations/benefit improvement to the system within SLA.
• Accurate installation of New Business and Benefit Improvements to the operating system within SLA.
• Liaise with internal and external stakeholders in respect of data loaded to the system to obtain client approval and/or changes required.
• Accurately completing the first reconciliation of newly installed schemes to allow the first contributions to be banked.
• Accurate and timeous handover to administration teams to allow a seamless transition for clients, thereby enhancing the overall client experience.
• Self-management of personal and work queues and administrative related processes stemming from new installations or benefit improvements.
• Dealing with client requests in a competent, efficient and professional manner.
• In conjunction with the Administration Manager be accountable for the coordination of service delivery bothinternally and externally.
• Support the Administration Manager that enables efficient and effective client service.
• Ensuring all risks are mitigated and escalated where necessary.
• Effectively utilizing IT systems to ensure accuracy of documentation.
• Maintaining broad product knowledge to effectively and accurately respond to customer complaints.
• Contribute to the process of developing client service standards to ensure clients receive clear and accurateinformation and are kept informed at all times.
• Make recommendations to improve client service and fair treatment of clients.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and providesexceptional client experience.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
• Positively influence and managechange and offer specialistsupport where required.
• Participate and contribute to aculture of work-centric thinking,productivity, service delivery andqualitymanagement.
• Take ownership for driving career development.

Competencies    

• High level of written and verbalcommunication skills
• Ability to work autonomously
• Strong organizational skills
• Commercial thinking and business acumen
• Client commitment
• Collaboration
• Self-awareness and insight
• Diversity and inclusiveness
• Interpersonal Relationship

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Role Purpose    

• Manage the finance service offering for the segment by providing professional and ethical financial practices and services that support business decision making and performance. Partner with designated business area in order to support, advise and guide business decision-making through financial analysis, data and insights and provide holistic finance solutions that drive business performance.

Requirements    
Experience and Qualifications:

• BCom Accounting, Financial Management or Management Accounting
• Registered chartered accountant with South African Institute of Chartered Accountants (preferred)
• 6-10 years in financial management in an insurance environment
• Knowledge of the insurance and investment industry and applicable regulatory requirements and legislations.
• Knowledge of Generally accepted accounting principles (GAAP), International Financial Reporting Standards (IFRS) and risk management principles
• Preferably had exposure to the actuarial valuation environment and engaged extensively with actuaries.

Duties & Responsibilities    

• Manage the delivery of Finance activities and solutions that enable the achievement of business goals and objectives.

(Internal Process)

• Oversee accounting practices in line with group standards.
• Manage the implementation of segment finance polices, procedure and controls in line with Group Finance frameworks. Manage the implementation and adherence to financial controls and raise any exceptions with the relevant stakeholders.
• Oversee the accuracy, validity and authorisation of journals processed.
• Manage the creation and maintenance of records on the financial management system to ensure the accuracy and integrity of financial records and documents.
• Manage the resolutions of financial queries.
• Manage the reconciliations of the transactions to ensure accuracy and alignment.
• Contribute to the interpretation and explanation of financial analysis, forecasts and scenarios in order to guide business decision making for the segment.
• Oversee the delivery of accurate and timeous segment reporting (including KPI, and operational reports), analysis and insights.
• Oversee the financial management of subsidiaries for the segment in line with MMI methodology and principles.
• Review consolidated segment reports to ensure that the information is appropriate and accurate.
• Contribute to the audit process and resolve any audit queries within deadlines.
• Support and influence key operational and strategic business decision using financial analysis and data.
• Provide business leaders with insight regarding the interpretation and explanation of financial analysis in order to guide business decision making.
• Drive the delivery of monthly reporting and ensure the business is provided with readily obtained, accurate and meaningful measurements.
• Oversee the delivery of financial analysis, forecasting and what-if scenarios based on business requirements.
• Drive a client centric environment that focuses on best practice service delivery.

(Client Services)

• Build and maintain relationships with clients and stakeholders.
• Define fair and innovative internal client service practices which build rewarding relationships and allows team to provide exceptional client service.
• Engage with key stakeholders to identify changing internal client needs and make recommendations to align service offering with client needs.
• Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Develop client service level agreements and standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
• Drive efforts to improve client service and fair treatment of clients within area of responsibility.
• Incorporate internal client feedback into the enhancement of daily business processes and management operating systems.

Self-management and teamwork.(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.

Competencies    
Business Acumen

•  Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.

Client/ Stakeholder Commitment

• Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

Drive for Results

• Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

Leads Change and Innovation

• Actively leads change, does what is right for the business and drives continuous improvement through innovation.

Motivating and Inspiring Team

• Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.

Strategic Thinking

• Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.

Collaboration

• Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.

Impact and Influence

• Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.

Self-Awareness and Insight

• Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.

Diversity and Inclusiveness

• Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Growing Talent

• Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge

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Role Purpose    

• The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.

Requirements    
Qualifications:

• Relevant Degree (NQF 7) Business-related qualifications

Experience:

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Duties & Responsibilities    
Internal Processes: Sales and Service Experience

• Understanding of end-to-end processes across product lines
• Understanding of end-to-end systems capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
• Accountable for the new business process - end to end completed with least amount of comeback
• Process application form and engage with Financial Adviser /practice staff asap after receiptEngage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries.
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience.

Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise toclients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in orderto ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area ofresponsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback andprovides exceptional client service.

Collaboration and Self-development

• Develop and maintain productive and collaborative working relationships with peers andstakeholders.
• 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 ofnew ideas.
• Take ownership for driving career development

Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in theappropriate forum

Competencies    

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