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Momentum Agreements Support Specialist

1 week ago

Centurion, Gauteng, South Africa Momentum Metropolitan Holdings Limited Full time

Momentum Metropolitan Holdings Limited is a renowned financial services provider dedicated to delivering innovative solutions for wealth creation and preservation. As an Agreements Administrator, you will play a vital role in supporting our operations, ensuring seamless coordination and administration within the area of responsibility.

Key Tasks
  1. Onboarding and Offboarding: Manage the successful onboarding and offboarding of Sales Roles per Distribution Channel.
  2. Query Management: Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
  3. Reporting: Report on the operational activities within the area of responsibility to inform operational efficiencies.
  4. Record Keeping: Reconcile and maintain supplier accounts and records to ensure good standing.
  5. Filing Systems: Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
  6. Data Entry: Create, maintain, and enter information into relevant databases to ensure accurate record-keeping for various applications.
  7. Communication: Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
  8. Regulatory Compliance: Transfer of intermediary client books according to regulations.
Client Service
  1. Authoritative Advice: Provide authoritative, expert advice to clients and stakeholders.
  2. Relationship Building: Build and maintain relationships with clients and internal and external stakeholders.
  3. Service Improvement: Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  4. Culture Contribution: Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Team Collaboration
  1. Work Climate: Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption, and maximize employee productivity.
  2. Culture Development: Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
  3. Personal Growth: Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
  4. Performance Management: Effectively manage own performance within the team to ensure business objectives are achieved.
  5. Collaboration: Contribute to innovation, change agility, and collaboration within the team.
Competency Requirements
  1. Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation.
  2. Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances.
  3. Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations.
  4. Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm.
  5. Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority.
  6. Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity.
  7. Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit.
  8. Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner.