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Investment Distribution Support Administrator

3 months ago

Durban, KwaZulu-Natal, Saudi Arabia Momentum Metropolitan Holdings Limited Full time

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:

  • Matric or equivalent required
  • Relevant Degree NQF 7 Business-related qualifications

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
  • 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
  • Process application form and engage with Financial Adviser /practice staff asap after receipt
  • 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
  • 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

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

Competencies

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