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. [the_ad id="21943"] Job Responsibilities: 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 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. Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Manage company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum Job Requirements: Grade 12/Matric Relevant NQF 6 Business-related qualifications (preferred) 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.) Job Details: Company: Momentum Vacancy Type: Full Time Job Location: Durban, KwaZulu-Natal, SA Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
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