Investment Distribution Support Administrator MMH251029-4

Investment Distribution Support Administrator MMH -4 Role Purpose The Investments 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. Qualifications Relevant Degree (NQF 7) Business-related qualifications Experience Proven minimum of 1 - 3 years’ office administrator experience in the financial services industry with particular knowledge of Investments (Compulsory and Discretionary) Experience in Section 14 and Section 50 Transfers Experience in the MDS Sales environment will be an advantage Proficient in Afrikaans and English (written and verbal) Knowledge of Microsoft Suite (Outlook and Windows) Duties and Responsibilities Understanding of end-to-end processes across product lines Ensure the efficient processing of new business received from Financial Advisers Sound knowledge of FICA and POPIA adherence and impact of non-adherence Professional generation and presentation of quotes and relevant supporting documentation that support the ‘advice-led’ process Accountable for the seamless running of the new business process Keeping Financial Adviser assistants in the loop on new business submitted Ensure accurate capturing of new business Identify possible bottlenecks in the new business process and elevate accordingly Digitally enabled with Momentum systems to load and track new business Follow-up on pending new business with Financial Advisers and Transferring Companies Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices Co-accountability for Momentum Distribution Service target achievement with consultant Understanding of all digital capabilities on Adviser Connect Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect 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 to clients and stakeholders Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed Make recommendations to improve client service and fair treatment of clients within area of responsibility Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service Collaboration and Self-development Develop and maintain productive and collaborative working relationships with peers 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 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 the appropriate forum As an applicant, please verify the legitimacy of this job advert on our company career page. Referrals increase your chances of interviewing at Momentum by 2x #J-18808-Ljbffr