Website Momentum
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:
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Identify and report process and system failures and enhancements to improve client experience
- Administratively support Consultant on all planned marketing calls – to follow through in support
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
- Consult systems to view progress – those documents pull through correctly
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
- 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 that all training interventions are recorded on appropriate reports
- Challenge processes that do not serve the business – ease of business
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Professional presentation of quote and relevant supporting documentation that support the ‘advice-led’ process
- Quotes fulfillment and tracking
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Understanding of end-to-end processes across product lines
- Accountable for the new business process – end to end completed with least amount of comeback
- Good understanding of Compliance process adherence and impact of non-adherence
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Understanding of end-to-end systems capabilities across product lines
Job Requirements:
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
- Experience in the MDS Sales environment will be an advantage
- Grade 12/Matric
- Proven minimum of 1 – 3 years’ office administrator experience in the financial services industry
- Relevant NQF 6 Business-related qualifications (preferred)
- Proficient in Afrikaans and English (written and verbal)
Job Details:
Company: Momentum
Vacancy Type: Full Time
Job Location: Durban, KwaZulu Natal, South Africa
Application Deadline: N/A
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