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  • Posted: Apr 21, 2021
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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    Momentum Collective Investments Temp

    CONTRACT ROLE (3 Months)

    • The purpose of the role is to review the document (Identity document, residential address, death certificate) and capture/correct this detail onto a line of business system (Lighthouse)
    • The agent will be granted limited access to the LOB system and will be trained on the process they will need to follow.
    • The agent will be granted limited access to the indexing system and will be trained on the process they will need to follow.
    • If you have knowledge of FIC and the updated FIC process, this will be an advantage.
    • If you have investment knowledge, specific to unit trusts, this will also be an advantage.

    Method of Application

    Interested and qualified? Go to Momentum on www.linkedin.com to apply

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