Investment Distribution Support Administrator

4 weeks ago


Sandton, 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.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- The Investment Distribution Support Administrator (IDSA) provides quick and accurate administrative support to Investment Consultants, IFAs, and IFA practice staff members; serves as a source of information to enable the distribution teams (consultants) to deliver a professional service to Financial Advisers and other stakeholders.

**Requirements**:
**Qualifications**:

- Office administration qualification or Business related (Degree/NQF 7)

**Experience**:

- 1-3 years experience in financial service
- Insurance or and Investment consulting industry experience will be an advantage
- Experience within the MDS Sales environment will be an advantage.

**Duties & Responsibilities**

**Sales and Service Experience**
- Demonstrating an understanding of end-to-end processes for various product lines.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with mínimal need for revisions.
- 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)

**Client Advisor: 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 legislative knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.

**Finance: 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**
- Relating and Networking
- Planning and Organising
- Coping with Pressures and Setbacks
- Achieving Personal Work Goals and Objectives
- Following Instructions and Procedures
- Adhering to Principles and Values
- Working with People
- Writing and Reporting



  • Sandton, 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...


  • Sandton, South Africa PSG Konsult Full time

    **Responsibilities**: - Interaction with clients (management of relationships and providing client services) - Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers - Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash...


  • Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...


  • Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...


  • Sandton, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...


  • Sandton, South Africa The Recruitment Council Full time

    The Recruitment Council is looking for a Paraplanning Professional to provide administrative support to our advisory team. In this role, you will be responsible for managing client relationships, preparing financial needs analysis reports, and developing investment proposal documents.Main Tasks:Manage client relationships, ensuring a high level of...

  • Investment Specialist

    4 weeks ago


    Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Employee Benefits**Function**:Investments / Portfolio Management / Wealth Manage**Date**:11 Nov 2024 - Achieve more than** **YOU BELIEVE** **Discovery Corporate & Employee Benefits** **Investment Specialist** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We...


  • Sandton, South Africa The Recruitment Council Full time

    Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

  • Investment Analyst

    3 weeks ago


    Sandton, South Africa Sasria Recruitment Full time

    **Job Advert Summary**: - The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investment strategy. - Prepare investment performance monitoring and reporting. - Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. - Assist with asset manager selection,...


  • Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: The purpose of this job is to form part of the Investment team which invests funds into investment properties on behalf of the company and third parties, across the African continent. This service includes short term and medium term investing, appraising property investment opportunities, negotiating terms and conditions of property...


  • Sandton, South Africa Alexforbes Full time

    We are looking for an experienced Investment Operations Coordinator to join our team at Alexforbes. The successful incumbent will be responsible for coordinating investment operations activities, including private market processes, daily pricing functions, new portfolio take-ons, reconciliations, and monitoring transactions loaded by the APEX teams.The ideal...


  • Sandton, South Africa Givaudan Full time

    Step into our world of creativity and joy! Distribution FR Learner - Join us and celebrate the beauty of human experience. Create for happier, healthier lives, with love for nature. Together, with kindness and humility, we deliver food innovations, craft inspired fragrances and develop beauty and wellbeing solutions that make people look and feel good....


  • Sandton, South Africa Momentum Securities Full time

    **Introduction** - Momentum Securities provides a full range of stockbroking services supported by market-leading investment management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise bespoke solutions for your individual needs, with all our expertise at your...


  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Life **Function**:Administration and Office Support **Date**:13 Feb 2025 - About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of...


  • Sandton, South Africa Emsa Distribution Full time

    We are looking for a highly capable Procurement Administrator to assist with managing inventory in our warehouse. - Order management (Place, confirm and manage estimated arrival) - Receipt goods and identify increases and how to best manage them - Stock control - Manage counts and identify errors and investigate the errors - Stock management - Weekly...


  • Sandton, South Africa Global Independent Administrators Full time

    We are seeking the expertise of an experienced Trading Administrator/Analyst to join our Financial Operations (FinOps) team. **High level duties & responsibilities _inter alia_ includes**: - Ensure accurate trading instructions via Finswitch and other means available - Re-balances of portfolios - Trading of Asset Instructions - CIS both local and offshore...


  • Sandton, South Africa IDC Full time

    **JOB PURPOSE** To efficiently provide secretarial and administrative support to the Head of Department and the Treasury Team to achieve the business objectives of the department. **MAIN DUTIES AND RESPONSIBILITIES** **_ Secretarial Functions _** - Provide secretarial support and general administrative function to the Head and team members - Receive,...


  • Sandton, South Africa ADvTECH Support Office Full time

    **Overall Purpose of the Job** Responsible for the timely and effective response to IT/System user queries and problems through the receipt and logging of problems and the co-ordination of rapid and appropriate responses for basic problem resolution for new and existing systems and provides basic telephonic training on these systems when required. May...


  • Sandton, South Africa Sanlam Full time

    **Who are we?** **Sanlam Investment Group** The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...


  • Sandton, South Africa CF Consulting Full time

    **Investment Portfolio Analyst** If you are an investment graduate, achieving in all senses of the word, with excellent communication skills, and have a strong general investment background and interest, you may have just found your next “home”. The client is a global investment manager, constructing high conviction portfolios and helps preserve and...