Operations Administrator

-Introduction

**THIS IS A 4 MONTH TEMPORARY ROLE**

**About Consult by Momentum**

Consult is a registered Financial Service Provider (FSP), holding a FSB 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 is a Registered Financial Advice firm (RFA), allowing us 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 contract with 122 product providers in total.

Consult is one of South Africa’s largest and most respected financial planning and advice specialists with a national footprint of 280 financial advisers, including 50 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

**Role Purpose**

Responsible for the life cycle administration of franchises, advisers and assistant to ensure smooth onboarding, ongoing maintenance and off boarding processes.
Requirements

**Experience and Qualifications**
- Matric/Grade 12 certificate
- Relevant NQF 5 qualification
- 2-5 years administration experience
- Experience in the financial services industry (preferred)
- Being in a high stake process environment (an advantage)
Duties & Responsibilities

**Key Outputs**

**General Administration**
- Liaison with the 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.
- Application forms
- Fit and proper
- System access
- FICA
- Book transfers
- Data take-on
- Drafting franchise house, adviser, debt repayment plans and supervision agreements
- Maintenance of Fit and Proper records (e.g. Competency Register)
- Maintenance of the Representative Register
- Data Management

**Business Support**
- Support of the Franchise Support Roles within Momentum Consult concerning query resolution, credit cards and claims, travel arrangements (General Managers).
- Onboarding of Product Providers by following the due diligence process.
- Attending regional events and assisting on the day with the reception of the advisers.

**Enable client CENTRICITY WITHIN area of responsibility**
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- 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 influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industrial and legislation 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**
- Control and check expense claims for authorization.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies

**Required Competencies**
- Attention to details
- Planning and organizing
- Deciding and initiating action
- Working with people
- Following instructions and procedures
- Delivering results and meeting expectations
- Coping with pressure and setbacks

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.