Operations: Implementation Assistant

1 week ago

Centurion, South Africa Momentum Life Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

To provide a support function in the Operations Department in Momentum Trust. As it relates to the projects and processes of the Wills, Trusts, and Estates Departments to enhance the performance and efficacy of client service delivery.

**Requirements**:

- Degree in business management, marketing, legal, or related
- Experience within Fiduciary Services environment
- Understanding of Momentum Trust operational systems will be an advantage
- Previous experience in Dynamics and SharePoint essential
- Experience in understanding Wills, Trusts, and Estates operational needs
- Experience in liaising with relevant IT support teams regarding data delivery and implementation of systems

**Duties & Responsibilities**
- Assist the Wills, Trusts, and Estates teams involving the implementation of projects and systems.
- Liaise with the Wills, Trusts, and Estates teams and various IT Support teams to complete and implement the operational requirements.
- Follow-up with IT Support teams on the development of operational systems.
- Testing of operational systems to be implemented in the business.
- Working closely with Head of Operations to contribute to and oversee the implementation of the Momentum Trust’s operational requirements.
- Give input on the Momentum Trust business systems and ensure that changes are implemented that will improve efficiencies.
- Contribute to the automation and continuous improvement of data and reporting processes.
- Establish and integrate business processes within set expectations and agreed performance standards as required by the Wills, Trusts, and Estates teams that ensure efficient and effective client service delivery.
- Interrogate data through the testing of various operational systems within set parameters of the Momentum Trust business.
- Maintain in-depth knowledge of all aspects relevant to Momentum Trust businesses to be able to present credible and meaningful insights and propose solutions, where required.
- Implement data solutions that enable or enhance data availability within the relevant systems.
- Gathering information and evaluating output requirements and formats.
- Possesses an advanced level understanding of Momentum Trust’s business processes, workflows, methodologies, and operational practices.
Manages the progress of projects by tracking activity, resolving issues, and recommending actions.
- Provides senior management and project management with regular updates on deliverable timeline and project status.
- Responsible for conducting team sessions to gain insights into user needs.
- Timeously escalate client complaints and queries to the relevant stakeholders.
- Collate, compile and distribute documents to the required standards within defined time-frames.
- Take responsibility to compile relevant reports.
- Build and maintain relationships with internal and external stakeholders.
- Make recommendations to improve the client experience within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Contribute to effective and consistent service delivery and support to all clients in line with the company's values and Treating Customers Fairly (TCF) principles.
- 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.
- Live the Momentum values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions.

**Competencies**
- Excellent telephone manner and etiquette
- Excellent communication skills, both verbal and written
- Methodical and organised
- Ability to prioritise
- Customer/ Stakeholder Commitment
- Reporting and Interpretation
- High attention to detail
- Ability to meet deadlines
- Problem-solving skills
- Multi-tasking
- Analytical skills
- Planning and organizing skills
- Interpersonal skills
- Critical thinking
- Advanced Excel skills
- Examining Information
- Providing Insights
- Exploring Possibilities

  • Implementation Specialist

    2 weeks ago

    Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Co-ordinate and support the...

  • Implementation Specialist

    5 days ago

    Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Co-ordinate and support the...

  • Operations Assistant

    3 weeks ago

    Centurion, South Africa Hello Group Recruitment Full time

    **Job Advert Summary**: We are seeking a motivated and detail-oriented **Operations Assistant** to provide crucial support to our operations team. This role will involve a variety of tasks, including administrative duties, pricing management, customer support, vendor coordination, and assisting with app testing. As you will be shadowing the Operations...

  • Business Operations Assistant

    3 days ago

    Centurion, Gauteng, South Africa ADMIN-E STRATORS Full time

    ADMIN-E STRATORS is seeking a highly organized and detail-oriented Business Operations Assistant to join our team. The successful candidate will have excellent MS Office skills, computer experience, and a strong ability to communicate effectively.Key ResponsibilitiesThe ideal candidate will be responsible for:Coordinating administrative tasksMaintaining...

  • Operations Assistant

    5 days ago

    Centurion, South Africa Paradigm Recruitment Full time

    Operations Assistant - Centurion Requirements & Duties: Must preferably live in Centurion or Pretoria Own vehicle essential Must be well presented and well spoken Should preferably be fluent in English & Afrikaans Previous experience in a senior Admin or Operations role is essential Should be very accurate & have excellent PC and admin experience Experience...

  • Operational Assistant Manager

    16 hours ago

    Centurion, Gauteng, South Africa Bind-X GmbH Full time

    Job Description We are seeking a motivated Operational Assistant Manager to support our team with a wide range of administrative and operational tasks. This role involves finance, reporting, office administration, procurement, event management, HR, and travel coordination. The successful candidate will play a key role in ensuring smooth office operations and...

  • SAP Business One Implementation Specialist

    4 days ago

    Centurion, South Africa SpesNet Group Full time

    An exciting opportunity has become available for an Implementation Specialist within a dynamic Centurion based technology focused Group that functions primarily in the healthcare technology and administration space, however, has diversified interests. **Essential Job Functions**: - Handle the implementation requirements of the product stream to ensure...

  • ERP System Implementation Consultant

    19 minutes ago

    Centurion, Gauteng, South Africa Career Minded Full time

    Career Minded is looking for an ERP System Implementation Consultant to join our team. The successful candidate will have 5-10 years of experience in manufacturing operations and business process improvement. This individual will be responsible for evaluating client's business processes, designing new processes, and implementing ERP systems.Key...

  • Operations Manager Trainee

    1 week ago

    Centurion, South Africa Hillpet Construction Management Full time

    **OPERATIONS MANAGER TRAINEE** Hillpet is looking for an Operations Manager Trainee to join the team. The individual will be trained on overseeing the day to day functions of the organization to ensure effectiveness, efficiency and productivity, while assisting the Operations Manager to drive continuous improvement. **Duties and Responsibilities**: -...

  • Teams and Vc Lead

    4 days ago

    Centurion, South Africa Group IT Operations Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** The Teams and Video...

  • Ibmi L1 Administrator

    2 weeks ago

    Centurion, South Africa Group IT Operations Full time

    **Introduction** Through our client-facing brandsMetropolitan and Momentum,with Multiply (wellness and rewardsprogramme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** An IBMi Administrator...

  • Implementation Specialist: Retailisation

    2 weeks ago

    Centurion, South Africa MMI Holdings Full time

    -Introduction In the process this will also allow us to diversify the base of our supporting advisers into previously untapped strategic IFA markets for growth across demographics, age, gender and cultures over time allowing us in turn to reach a broader base of diverse employees also across income levels, gender, age and race. Role Purpose The purpose of...

  • Technology Implementation Specialist

    5 days ago

    Centurion, Gauteng, South Africa The Globevest Group Full time

    ResponsibilitiesThe successful candidate will be responsible for:Main Responsibilities:Project administration, reconciliation, and reporting on KPIsMaintaining and administering project documentationCommunicating with the team and external stakeholdersMonitoring progress and performance of projects, ensuring they meet deadlines, budgets, and quality...

  • Administrative Assistant, Operations, Solutions

    5 days ago

    Centurion, South Africa DSV Full time

    **DSV - Global transport and logistics** Location: Centurion Job Posting Title: Administrative Assistant Time Type: Full Time **MAIN PURPOSE OF THE ROLE** - To ensure all KPI’s are achieved as per SLA agreement within Admin department - To report on the performance of your department to Internal Management. - Attend to ALL Client requirements promptly,...

  • Head of Operations

    7 days ago

    Centurion, South Africa PSG Insure Full time

    **Job description**: The Head of Platform operations will **develop & implement operational policies and procedures, **developing strategies to **increase productivity and reduce costs** (through driving the Target Operating Model and Operational Workflow processes); The measuring, monitoring and improving company **operational efficiency** such as...

  • Manager: Assisted Sales

    2 weeks ago

    Centurion, Gauteng, South Africa Fempower Full time

    MAIN PURPOSE OF THE JOBThe development of the assisted sales strategy, the development and execution of the operating model, benchmarking, building capacity and capability, development or enhancement of associated policies, procedures, controls and effective management of the assisted sales portfolio / programme which includes establishing and working with...

  • Systems Implementation Project Manager

    2 weeks ago

    Centurion, Gauteng, South Africa Profile Personnel Full time

    ROLE OVERVIEWWe are seeking a highly skilled and experienced Systems Implementation Project Manager to join our team. In this role, you will be responsible for managing the implementation of new systems and technologies. You will work closely with our clients and internal teams to ensure smooth and successful implementation processes.RESPONSIBILITIESLead the...

  • Operations Support

    2 weeks ago

    Centurion, South Africa Hello Group Recruitment Full time

    **Job Advert Summary**: **Minimum Requirements**: **SKILL REQUIREMENTS/PERSONAL COMPETENCIES** - Excellent communication skills (written and verbal) - Strong problem-solving skills with the ability to think critically and resolve issues in a timely manner - Proficiency with MS Office Suite (Excel, Word, PowerPoint) and general IT tools - Ability to...

  • Assisted Sales Strategy and Operations Expert

    5 days ago

    Centurion, Gauteng, South Africa Land and Agricultural Bank of South Africa Full time

    Strategic Sales Development ManagerWe are seeking a highly experienced Strategic Sales Development Manager to join our team at the Land Bank of South Africa. As a key player in our organisation, you will be responsible for driving business growth, improving efficiency, and mitigating risk through the development and execution of the Assisted Sales...

  • General and Operations Assistant

    3 weeks ago

    Centurion, South Africa RJPersonnel Full time

    3years To assist clients or assessors with viewing or any issue or assist admin with parts to be removed and ensure new 360 is completed if necessary. Ensure that the Bond Yard, 360 yard and Assessment Centre is clean and tidy at all times all broken parts removed to the skip. Removal of batteries from ready 4 sale vehicles. Additional photos, Vin...