Administrative Services Coordinator
7 days ago
Momentum is a leading financial services provider dedicated to wealth creation and preservation. We offer a range of products and services designed to meet the needs of our clients.
Key Responsibilities- Internal Processes: Provide high-quality administrative support to IFAs, IFA practice staff, and consultants, ensuring seamless sales and service experiences.
- Client Advisor: Build strong relationships with clients and stakeholders, providing authoritative expertise and delivering exceptional customer service.
- Collaboration and Self-Development: Work collaboratively with colleagues, participate in change initiatives, and continuously develop your skills and knowledge.
Requirements
- Qualifications: Office administration qualification or Business-related degree (NQF 7)
- Experience: 1-2 years in the financial services industry, preferably with insurance experience
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