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Financial Services Coordinator

2 weeks ago

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

Momentum Metropolitan Holdings Limited seeks a skilled Agreements Administrator to join our team. As an administrator, you will be responsible for coordinating day-to-day operational activities, ensuring seamless functioning within the area of responsibility.

Responsibilities
  • Coordinating the onboarding and offboarding process for sales roles.
  • Managing incoming queries and SLAs for the team.
  • Preparing regular reports to inform operational efficiencies.
  • Reconciling and maintaining supplier accounts and records.
  • Establishing and maintaining filing systems.
  • Creating and entering information into relevant databases.
  • Operating electronic mail systems and coordinating internal and external correspondence.
  • Transferring intermediary client books according to regulations.
Key Performance Indicators
  • Ensuring timely and efficient onboarding and offboarding processes.
  • Providing excellent customer service and support to clients and stakeholders.
  • Meeting operational efficiency targets through effective reporting and reconciliation.
  • Maintaining accurate and up-to-date records and databases.
  • Building and maintaining strong relationships with clients and internal/external stakeholders.
Requirements
  • Degree in Office/Business Administration or related field.
  • 1-2 years of experience in the financial services industry.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficiency in MS Word, Excel, and Outlook.