Job Description: The Investment 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: Understanding of end-to-end processes across product lines Understanding of end-to-end systems capabilities 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 'advice-led' 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 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. Make recommendations to improve client service and fair treatment of clients within area of responsibility. 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. 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: Proficient in Afrikaans and English (written and verbal) Relevant NQF 6 Business-related qualifications (preferred) Grade 12/Matric Proven minimum of 1 - 3 years' office administrator experience in the financial services industry Knowledge of Microsoft Suite (Word, Excel, Windows etc.) Experience in the MDS Sales environment will be an advantage Job Details: Company: Momentum Vacancy Type: Full Time Job Location: Pretoria, Gauteng, SA Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
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