Investment Distribution Support Administration

-Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and
innovative culture is committed to wealth creation and preservation, insurance, and income protection for
all our clients. We do this through our understanding of the retail insurance, savings, and investment
markets in SA.
Role Purpose

The Distribution Support Administrator provides quick and accurate administrative support, to enable the
branch support area to deliver a professional service to Financial Advisers and other stakeholders within
Service Level Agreements and legislative/compliance requirements.
Requirements
Experience and Qualifications:

Qualifications:

- Grade 12/Matric
- Relevant NQF 6 Business-related qualifications (preferred)

**Experience**:

- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Understanding of end-to-end systems capabilities across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full

ownership of the process through understanding and conveying the reason for requirements

activity manager
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases

issue
- Having regular engagement sessions with Business Consultant to update on status of all

quotations, pipeline business and any other sales enablement updates
- Prepare Consultant for engagement - by providing reports, quote feedback, pipeline business
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement

reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such

as Power BI, Campaign master and etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience

Stakeholder Engagement
- Ensure all internal and external engagements are conducted in a professional manner
- Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to

clients and stakeholders.
- Deliver on service level agreements made with 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
Competencies
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness

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.