Momentum Careers – 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:

• 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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