Momentum Vacancies – Investment Distribution Support Administrator

Job Description:

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.

Job Responsibilities:

• Understanding of end-to-end processes across product lines
• Understanding of end-to-end systems capabilities across product lines
• 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
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress – those documents pull through correctly
• Accountable for the new business process – end to end completed with least amount of comeback
• Process application form and engage with Financial Adviser /practice staff asap after receipt
• 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 ‘advice-led’ process
• 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
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager

Job Requirements:

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

Qualification & Experience:

• Grade 12/Matric
• Relevant NQF 6 Business-related qualifications (preferred)
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
• Proven minimum of 1 – 3 years’ office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

Apply Here