Operations Assistant

2 weeks ago

Cape Town, Western Cape, South Africa Momentum Consult Full time

Introduction
Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license.

Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's) market.

Consult is one of South Africa's largest and most respected financial planning and advice specialists with a national footprint of 310 financial advisers, including 60 specialist short term advisers, spanning across South Africa.

We subscribe to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.

As an advice-led business we provide clients with objective financial planning and advice solutions from all of the major life, health, saving, investments, short-term and employee benefits providers in South Africa.


Role Purpose


Responsible to assist the Operations Regional Administrators with the administration of franchises, advisers and assistant to ensure smooth onboarding, ongoing maintenance and off boarding processes.


Requirements:

  • Excellent computer skills.


 Grade 1
  • Adviser administration in a brokerage
  • Podio
  • Quicklysign
  • Microsoft Dynamics (SalesConnect)
  • JIRA

Duties & Responsibilities
**General Administration

  • Liaison with the Team Leader, Regional Operation Administrators, General Managers, Franchise Development Managers, Advisers and prospects to gather, capture and maintain information for purposes of onboarding, maintenance and off boarding by following processes and utilizing the relevant systems. This will ensure effective servicing and accurate information at all times.
Assist with Sales Connect Onboarding process

  • Assist with various capturing of info on FSP, ie missing fields, subcodes, etc
  • Log JIRA Calls
  • Create Franchise Mailboxes through JIRA Calls
  • Assist Team Leader with Hello Mailbox
Assist Team Leader with info required from Franchise360, ie commission details
MSign document upload for Operation purposes

  • Verifying Fit and Proper records (e.g. verification of records on FSP)
  • Maintenance of documents on various systems
  • Assist with system mailboxes queries

Business Support

  • Support of the Franchise Support Roles within Consult
  • Assist Team Leader with Onboarding of Product Providers by following the due diligence process
  • Attending regional events and assisting on the day with the reception of the advisers.

Enable client CENTRICITY WITHIN area of responsibility

  • Build and maintain relationships with internal and external stakeholders.
  • Deliver on service level agreements applicable to internal and external stakeholders in order to ensure that client expectations are managed.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  • Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.

Self-management and Teamwork

  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Positively participate in change initiatives.
  • Continuously develop own expertise in terms of industry related knowledge.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Take ownership for driving career development.

Contribute to financial controls and planning

  • Assist Regional Operations Administrators with processing of claims.
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Provide input into the risk identification processes and communicate to Consult Management.

Competencies

  • Planning and organising
  • Deciding and initiating action
  • Working with people
  • Attention to detail

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