Investment Distribution Support Manager

2 weeks ago

Cape Town, 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 Purpose**

**Role Purpose**

The Investment Distribution Support Manager (DSM) supports the Momentum Distribution Services (MDS) distribution support admin team by organizing and coordinating office administration and procedures, in order to ensure organizational effectiveness and efficiency through world-class leadership of the administrative team.

**Requirements**:
Qualifications:

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

**Experience**:

- Proven minimum of two years of office management experience in the financial service industry.
- Experience in the Investment industry is preferred.
- Experience within the MDS Sales environment is advantageous.

Knowledge:

- Extensive financial services industry knowledge.
- Knowledge of administrative policies, procedures, and processes.
- Knowledge of business-related rules, legislation, and regulations.
- Knowledge of relevant regulatory and compliance requirements.

Skills required:

- Presentation skills
- Influencing skills
- Planning and organizing skills
- Communication skills
- Interpersonal skills
- Technology savvy
- Microsoft Office skills

**Duties & Responsibilities**

Internal Processes:

- Successful management of new business process.
- Manage general operations and infrastructure including but not limited to:

- Lease management includes being the concept driver of the branch of the future.
- Optimal connectivity.
- Security and safety of People.
- Accurate reporting, measuring results to continuously improve delivery.
- Daily workflow management and effective resource planning, identification of service failures and problem resolution.
- Manage the implementation of standard operating procedures and uphold good quality and service standards.
- Manage business efficiency through the management and optimization of people, processes, systems and technology.
- Treat Customers Fairly (TCF),
- POPIA,
- FICAA principles and any other legislative compliance requirements.
- Manage escalation process to resolution and identify and fix process inefficiencies.
- Responsible for all area-specific training and events which includes RSVP.
- Administrative support to Regional Sales Manager.
- Responsible for all system, process, and technology training requirements for all internal and external stakeholders (ability to train).
- Execution of panel management has to be aligned with our Game plan credo and it is expected that the person understands the impact of linkage changes.
- Adhere to the Way of work document.

Client:

- Maintain meaningful business relationships with all stakeholders.
- Independent Financial Advisor (IFA) contract management process and maintenance.
- Create and enhance brand visibility in the IFA practices.
- Manage and record client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Know IFA practice and productive status level
- Understanding the role and requirement of the client in the IFA practice
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

People:

- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
- Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational values. (Game Plan Credo & Partnership Model)
- Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, high performance, and cohesiveness.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility, and collaboration within the team.
- Management and implementation of employee-orientated processes:

- Recognition - MDS Elite Programme program.
- Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees.
- Employee Engagement and morale of employees.
- Employee wellness

Finance:

- Control the budget for area of responsibility, including the timeous processing of expenditures and implementation of financial regulations within budget constraints.
- Manage high-risk and problematic financial issues in the area of accountability and contribute to the development of policy (curtailing and minimizing p

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