Investment Distribution Support Administrator

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.

The Investments 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. 

Internal Processes: Sales and Service Experience 

• Understanding of end-to-end processes across product lines
• Ensure the efficient processing of new business received from Financial Advisers
• Sound knowledge of FICA and POPIA adherence and impact of non-adherence
• Professional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the seamless running of the new business process
• Keeping Financial Adviser assistants in the loop on new business submitted
• Ensure accurate capturing of new business
• Identify possible bottlenecks in the new business process and escalate accordingly
• Digitally enabled with Momentum systems to load and track new business
• Follow-up on pending new business with Financial Advisers and Transferring Companies
• Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Understanding of all digital capabilities on Adviser Connect
• Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect
• 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

Collaboration and Self-development 

• 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, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

Business Efficiencies and Effectiveness 

• Identify opportunities to enhance effectiveness and increase operational efficiency.  
• Manage company resources under your control with due respect.  
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum  

Qualifications:

• Relevant Degree (NQF 7) Business-related qualifications

Experience:

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry with particular knowledge of Investments (Compulsory and Discretionary)
• Experience in Section 14 and Section 50 Transfers
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Outlook and Windows)

• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness