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Operations Assistant

2 weeks ago

Pretoria, South Africa Momentum Consult Full time

**Introduction**
- Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA 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, being an authorized FSP, is able 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 contracts with a large number of product providers.
Consult is one of South Africa’s largest and most respected financial planning and advice specialists with a national footprint of +/- 400 financial advisers, including 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**
- Responsible to assist the OPS Team Leader and the entire Operations Regional Administrators with the administration of franchises, advisers, and assistant to ensure smooth onboarding, ongoing maintenance and off boarding processes.**Requirements**:

- Excellent computer skills.
- Grade 12
- Adviser administration in a brokerage
- Podio / FSP (advantage)
- Quicklysign / MSign (advantage)
- Microsoft Dynamics (SalesConnect) (advantage)
- JIRA (advantage)**Duties & Responsibilities**
- General Administration
- Liaison with the Team Leader, Regional Operation Administrators, General Managers, Franchise Development Managers, 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.- Assist with Sales Connect Onboarding process.
- Assist with various capturing of info on FSP, ie missing fields, sub-codes, etc.
- Log JIRA Calls.
- Create Franchise Mailboxes through JIRA Calls.
- Assist Team Leader with Hello Mailbox.- Assist Team Leader with info required from Franchise360, i.e. commission details.- MSign document upload for Operation purposes.
- Verifying Fit and Proper records (e.g., verification of records on FSP).Business Support
Support of the Franchise Support Roles within Consult.
Assist Team Leader with Onboarding of Product Providers by following the due diligence process.
Attending regional events and assisting on the day with the reception of the advisers.
Maintenance of documents on various systems
Assist with system mailboxes queries.

Enable client CENTRICITY WITHIN area of responsibility
Build and maintain relationships with internal and external stakeholders.
Deliver on service level agreements applicable to internal and external stakeholders to ensure that client
expectations are managed.
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 participate in change initiatives.
Continuously develop own expertise in terms of industry related 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
Assist Regional Operations Administrators with processing of claims.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Provide input into the risk identification processes and communicate to Consult Management.

**Competencies**
- Competencies
- Planning and organising
- Deciding and initiating action
- Working with people
- Attention to detail
- Teamwork
- Fluent in English