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Financial Services Operations Coordinator

2 weeks ago

Bloemfontein, Orange Free State, South Africa Momentum Full time

Job Summary

Momentum is seeking an experienced Financial Services Operations Coordinator to join our team. As a key member of our operations team, you will be responsible for providing administrative support to our internal stakeholders and ensuring the smooth operation of our business processes.

About the Role

This role will involve working closely with our sales team to ensure that all new business applications are processed efficiently and accurately. You will also be responsible for maintaining our activity manager database and ensuring that all cases and new business applications are correctly recorded.

Key Responsibilities

  • Providing administrative support to our sales team and ensuring the efficient processing of new business applications
  • Maintaining our activity manager database and ensuring accurate records
  • Coordinating with our consultant team to ensure that all sales enablement updates are communicated effectively
  • Preparing reports and providing feedback to our consultant team
  • Ensuring compliance with all relevant regulations and policies