Job Description

Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The purpose of the MDS Agreements Administrator role is to coordinate and support the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. Assist 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

Qualifications:

Grade 12/Matric
Relevant NQF 7 Business-related tertiary level qualification

Experience:

1-2 years' administration experience (essential).
Experience in the MDS Sales environment will be an advantage
Proficient in Afrikaans and English (both written and verbal)

Knowledge:

MS Office Suite (Word, Excel)
Knowledge of specific products, systems, processes and procedures
Relevant regulatory and compliance requirements

Duties & Responsibilities

Internal Processes:

Manage the successful on-boarding and off boarding of Sales Roles per Distribution Channel.
Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
Report on the operational activities within the area of responsibility to inform operational efficiencies.
Assist in the preparation of regularly scheduled reports, as required.
Reconcile and maintain supplier accounts and records to ensure good standing.
Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
Create, maintain and enter information into relevant databases to ensure accurate record-keeping for various applications.
Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
Transfer of intermediary client books according to regulations.
Establish own work procedures or schedules to manage and keep track of daily activities and tasks

Client:

Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external stakeholders.
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, facilitate feedback and provide exceptional client service.

People:

Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption and maximize employee productivity.
Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Effectively manage own performance within the team in order to ensure business objectives are achieved.
Contribute to innovation, change agility and collaboration within the team.

Competencies

Managing tasks
Producing output
Meeting timescales
Following procedures
Adopting practical approaches
Checking things
Making decisions
Upholding standards
Team working
Thinking positively
Examining information
Showing Composure
* Documenting facts