Operations Assistant

5 months ago


Pretoria, South Africa Momentum Consult Full time

**Introduction**
- Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market.Consult, being an authorized FSP, is able to offer our clients product solutions of all of the major life, health, saving, investments, short term and employee benefits providers in South Africa. We have contracts with a large number of product providers.
Consult is one of South Africa’s largest and most respected financial planning and advice specialists with a national footprint of +/- 400 financial advisers, including specialist short term advisers, spanning across South Africa. We subscribe to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.

**Role Purpose**
- Responsible to assist the OPS Team Leader and the entire Operations Regional Administrators with the administration of franchises, advisers, and assistant to ensure smooth onboarding, ongoing maintenance and off boarding processes.**Requirements**:

- Excellent computer skills.
- Grade 12
- Adviser administration in a brokerage
- Podio / FSP (advantage)
- Quicklysign / MSign (advantage)
- Microsoft Dynamics (SalesConnect) (advantage)
- JIRA (advantage)**Duties & Responsibilities**
- General Administration
- Liaison with the Team Leader, Regional Operation Administrators, General Managers, Franchise Development Managers, Advisers and prospects to gather, capture and maintain information for purposes of onboarding, maintenance and off boarding by following processes and utilizing the relevant systems. This will ensure effective servicing and accurate information at all times.- Assist with Sales Connect Onboarding process.
- Assist with various capturing of info on FSP, ie missing fields, sub-codes, etc.
- Log JIRA Calls.
- Create Franchise Mailboxes through JIRA Calls.
- Assist Team Leader with Hello Mailbox.- Assist Team Leader with info required from Franchise360, i.e. commission details.- MSign document upload for Operation purposes.
- Verifying Fit and Proper records (e.g., verification of records on FSP).Business Support
Support of the Franchise Support Roles within Consult.
Assist Team Leader with Onboarding of Product Providers by following the due diligence process.
Attending regional events and assisting on the day with the reception of the advisers.
Maintenance of documents on various systems
Assist with system mailboxes queries.

Enable client CENTRICITY WITHIN area of responsibility
Build and maintain relationships with internal and external stakeholders.
Deliver on service level agreements applicable to internal and external stakeholders to ensure that client
expectations are managed.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides
exceptional client service.
Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client
service delivery.

Self-management and Teamwork
Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Positively participate in change initiatives.
Continuously develop own expertise in terms of industry related knowledge.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Take ownership for driving career development.

Contribute to financial controls and planning
Assist Regional Operations Administrators with processing of claims.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Provide input into the risk identification processes and communicate to Consult Management.

**Competencies**
- Competencies
- Planning and organising
- Deciding and initiating action
- Working with people
- Attention to detail
- Teamwork
- Fluent in English



  • Pretoria, Gauteng, South Africa Asource Recruitment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Asource Recruitment. The successful candidate will be responsible for assisting with various financial tasks, including accounts payable and accounts receivable processes, creditors functions, and financial reporting.Key ResponsibilitiesAssist...


  • Pretoria, Gauteng, South Africa The Building Company Full time

    Job Summary: We are seeking a highly organized and detail-oriented Warehouse Operations Assistant to join our team at The Building Company. The successful candidate will be responsible for ensuring the smooth operation of our business unit, providing excellent customer service, and maintaining a safe and efficient working environment.Key...


  • Pretoria, South Africa MHR Full time

    **Job Advert Summary**: Our client, a private Eye Institute, is looking for **Operating department assistants **with **proven Theatre** (**ophthalmic **cases) experience. This is for **part-time shifts** at a private Eye Institute in **Pretoria (Arcadia area)** in Gauteng. Join our dynamic team today to take advantage of the range of benefits we offer: -...


  • Pretoria, Gauteng, South Africa IOM Full time

    {"title": "Movement Operations Assistant", "subtitle": "Join IOM's Movement Operations Team", "content": "IOM's Movement Operations Team is seeking a highly skilled and experienced Movement Operations Assistant to join our team in Pretoria, South Africa.The Movement Operations Assistant will be responsible for coordinating and scheduling travel for...


  • Pretoria, South Africa IOM Full time

    Vacancy/Reference Number:    VNSA3/ Position Title:                              Operations Assistant – Movements Position Grade:                         G5 (UN Salary Scale for General Staff) Duty Station:                               CO Pretoria, South Africa Appointment Type:      ...

  • Team Assistant

    3 weeks ago


    Pretoria, Gauteng, South Africa The World Bank Full time

    Job Title: Team Assistant - Operations SupportAre you a highly organized and energized professional looking for a challenging role in a dynamic environment? We are seeking a Team Assistant to join our team in Pretoria, South Africa.Job Summary:The Team Assistant will provide administrative and client support to the Operational Staff, working under the...


  • Pretoria, Gauteng, South Africa Affinity Services Full time

    Job SummaryWe are seeking a detail-oriented and organized Junior Bookkeeper to join our team at Affinity Services. As a key member of our finance department, you will be responsible for assisting with day-to-day financial operations, maintaining accurate financial records, and providing support for financial reporting and analysis.Key ResponsibilitiesRecord...

  • Team Assistant

    2 months ago


    Pretoria, Gauteng, South Africa The World Bank Full time

    Job Title: Team AssistantWe are seeking a highly organized and energized professional to work as a Team Assistant based in Pretoria, South Africa.About the RoleThe successful candidate will provide administrative and client support to the Operational Staff, working under the leadership of the Country Director and the Operations Manager. The Team Assistant...


  • Pretoria, South Africa MHR Full time

    Job Advert Summary Our client, a private Eye Institute, is looking for Operating department assistants with proven Theatre (ophthalmic cases) experience. This is for part-time shifts at a private Eye Institute in Pretoria (Arcadia area) in Gauteng. Join our dynamic team today to take advantage of the range of benefits we offer: - Competitive pay rates -...


  • Pretoria, Gauteng, South Africa All Stars placement Full time

    Purpose of the Job:As a key member of our warehouse team at All Stars Placement, the successful candidate will be responsible for ensuring the efficient execution of warehouse operations in accordance with established procedures.Key Responsibilities:Inspect and verify the condition of material handling equipment (MHE) daily and report any defects or...

  • Registered Nurse

    2 months ago


    Pretoria, Gauteng, South Africa Stethoscope SA Full time

    About the RoleStethoscope SA is seeking a highly skilled and experienced Enrolled Nurse to join our team as an Operating Room Assistant. As a key member of our surgical team, you will be responsible for providing high-quality patient care and assisting in the operating room.Key ResponsibilitiesAssist in Preparing the Operating Room: Ensure the operating room...


  • Pretoria, Gauteng, South Africa Isilumko Staffing Full time

    Job Summary:We are seeking a highly skilled and detail-oriented individual to join our team as a Financial Operations Assistant. The successful candidate will be responsible for managing financial transactions, processing refunds, and performing premium increase calculations.Key Responsibilities:Refund processing and reconciliationPremium increase...


  • Pretoria, Gauteng, South Africa Pillango Placements Full time

    We are seeking an ambitious Business Commerce graduate to join our team at Pillango Placements as an Operational Administrator.About the RoleThe successful candidate will be responsible for managing and optimising the processing of FX payments on behalf of clients, effectively connecting the organisation with financial institutions.Key...


  • Pretoria, South Africa Er24 Full time

    Operational Ambulance Emergency Assistant Closing date: 17/10/2024 Number of positions: 1 Recruiter name: Silindokuhle Bawuti Reference number: 54610 Workplace Type: On-site Permanent Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile MAIN PURPOSE OF JOB To...


  • Pretoria, Gauteng, South Africa People Dimension Full time

    **Job Summary**At People Dimension, we are seeking a highly skilled and motivated Ecommerce Administrative Assistant to join our team. As an Ecommerce Administrative Assistant, you will play a critical role in supporting our sales and operations functions.**Key Responsibilities**Provide administrative support to our sales team, including data entry,...


  • Pretoria, Gauteng, South Africa FACT Full time

    Forklift Operator Job Description at FACTWe are seeking a skilled Forklift Operator to join our team at FACT. The successful candidate will be responsible for safely operating a forklift to move materials within our warehouse.Key Responsibilities:Operate a forklift to transport raw materials, work-in-progress, and finished goods within the warehouse.Inspect...


  • Pretoria, South Africa Er24 Full time

    Closing date: 17/10/2024 Number of positions: 1 Recruiter name: Silindokuhle Bawuti Reference number: 54611 Workplace Type: On-site Permanent Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile. MAIN PURPOSE OF JOB To attend to emergency calls and provide basic...

  • IT Assistant

    5 months ago


    Pretoria, South Africa People Dimension Full time

    Duties & ResponsibilitiesDescriptionThe I.T. assistant’s role is to support and maintain computer systems, software, desktops, and peripherals. This includes installing, diagnosing, repairing, maintaining, and upgrading all hardware, software and equipment while ensuring optimal workstation performance.Troubleshoot problem areas in a timely and accurate...


  • Pretoria, South Africa WeBuyCars Full time

    We are looking for an Assistant Operations Manager to join our WeBuyCars team at our Silver Lakes branch! **Duties and Responsibilities**: Stock Control** Vehicle stocktake: - Implement and communicate a monthly stocktake roster to include all sales executives by the 1st of each month. The register must be visible for all employees in your branch. -...

  • Maintenance Assistant

    4 months ago


    Pretoria, South Africa RCL FOODS Careers Full time

    RCL FOODS is seeking a Maintenance Assistant to join our Baking Division. The role will be based in Pretoria West Bakery and reports to the Maintenance Foreman. The successful incumbent will be responsible for assisting in mantaining and operating processing line machinery to ensure optimum production and to maintain the condition of the...