Agreements Administrator

1 week ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose

The purpose of the MDS Agreements Administrator role is to coordinate and support the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. Assist 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:

- Grade 12/Matric
- Relevant NQF 7 Business-related tertiary level qualification

**Experience**:

- 1-2 years' administration experience (essential).
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (both written and verbal)

Knowledge:

- MS Office Suite (Word, Excel)
- Knowledge of specific products, systems, processes and procedures
- Relevant regulatory and compliance requirements
Duties & Responsibilities

Internal Processes:

- Manage the successful onboarding and offboarding of Sales Roles per Distribution Channel.
- Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
- Report on the operational activities within the area of responsibility to inform operational efficiencies.
- Assist in the preparation of regularly scheduled reports, as required.
- Reconcile and maintain supplier accounts and records to ensure good standing.
- Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
- Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
- Transfer of intermediary client books according to regulations.
- Establish own work procedures or schedules to manage and keep track of daily activities and tasks

Client:

- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People:

- Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption and maximize employee productivity.
- Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
- Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage own performance within the team in order to ensure business objectives are achieved.
- Contribute to innovation, change agility and collaboration within the team.
Competencies
- Managing tasks.
- Producing output.
- Meeting timescales.
- Following procedures.
- Adopting practical approaches.
- Checking things.
- Making decisions.
- Upholding standards.
- Team working.
- Thinking positively.
- Examining information.
- Showing Composure.
- Documenting facts.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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