Investment Distribution Support Administrator

7 months ago

Pretoria, South Africa Momentum Distribution Services Full time

**Introduction**
- Momentum, a financial services provider 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 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.**Requirements**:
**Qualifications**
- Grade 12, Matric (Essential)
- Relevant Degree (NQF 7) Business-related qualifications

**Experience**
- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

**Duties & Responsibilities**

**Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Understanding of end-to-end systems capabilities across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Prepare Consultant for engagement - by providing reports, quote feedback, pipeline business
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- 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
- 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

**Competencies**
- Interacting with People
- Establishing Rapport
- Conveying Self-Confidence
- Showing Composure
- Thinking Positively
- Following P

  • Investment Distribution Support Manager

    7 months ago

    Pretoria, South Africa Momentum Distribution Services 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...

  • Investment Distribution Support Manager

    7 months ago

    Pretoria, South Africa Momentum Distribution Services 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...

  • Investment Distribution Support Manager

    7 months ago

    Pretoria, South Africa Momentum Distribution Services 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...

  • Distribution Support Administrator

    7 months ago

    Pretoria, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider 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...

  • Investment Distribution Support Administrator Temp

    6 days ago

    Pretoria, 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...

  • Senior Investment Administrator

    2 months ago

    Pretoria, South Africa PSG Konsult Full time

    The Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...

  • Senior Investment Administrator

    1 month ago

    Pretoria, South Africa Jobted ZA C2 Full time

    Introduction A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities - Accurate, timeous and efficient implementation of the wealth management function as instructed by...

  • Investment Consultant

    4 months ago

    Pretoria, South Africa Momentum Distribution Services 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...

  • Senior Investment Administrator

    1 month ago

    Pretoria, South Africa People Dimension Full time

    Introduction A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities Accurate, timeous and efficient implementation of the wealth management function as instructed by...

  • Senior Investment Administrator

    1 month ago

    Pretoria, South Africa People Dimension Full time

    IntroductionA leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesAccurate, timeous and efficient implementation of the wealth management function as instructed by relevant...

  • Investment Administrator

    22 hours ago

    Pretoria, South Africa People Dimension Full time

    **Introduction** A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team. **Duties & Responsibilities** - Preparing all documentation for Investment related instructions - Implementation of all investment related instructions - Assist with all servicing on investments -...

  • Investment Administrator

    7 months ago

    Pretoria, South Africa KM CONSULTING Full time

    _**INVESTMENT ADMINISTRATOR, R25-30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

  • Investment Administrator

    7 months ago

    Pretoria, South Africa KM CONSULTING Full time

    _**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

  • Investment Administrator

    7 months ago

    Pretoria, South Africa KM CONSULTING Full time

    _**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

  • HEAD of DISTRIBUTION

    5 months ago

    Pretoria, South Africa Career-seekers Recruitment Solutions Full time

    Our client, a renowned International and national Wealth management Group is URGENTLY seeking to appoint a suitably qualified and experienced Head of Distribution to be based in Cape Town.PLEASE NOTE:A benchmarked CTC Salary Package of R1.2M R1.5M per annum is on offer.KEY COMPETENCY REQUIREMENTS:At minimum a Financial degree (BBA, BCom, B.Bus.Sc) with at...

  • Distribution Support Manager

    3 days ago

    Pretoria, 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...

  • Field Broker Support

    2 weeks ago

    Pretoria, South Africa Isilumko Staffing Full time

    This is a shoutout to all experienced **Field Broker Support clerks / Broker Support administrators with an RE5, Class of Business in Long Term Insurance and Investments with a full Qualification. **Towards Pretoria (Menlyn) **Duties include**: - Provide full **administrative support** to the regional sales team - Handle telephone enquiries from broker and...

  • Investment Administrator

    7 months ago

    Pretoria, South Africa KM CONSULTING Full time

    _**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...

  • Investment Administrator

    7 months ago

    Pretoria, South Africa KM CONSULTING Full time

    _**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...

  • Investment Administrator

    7 months ago

    Pretoria, South Africa People Dimension Full time

    **Introduction** A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team. **Duties & Responsibilities** - Loading of new business; - Handling of client queries; - Client file maintenance (Computerized database and paper file systems); - Client summaries and reports -ad...