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

Ensure the smooth running of the business by providing effective administrative and support assistance to the Head of Distribution and Managers they support. The Area Support Coordinator provides proactive, professional, effective, and efficient assistance and support to the business head leaders through managing diaries, facilitating office initiatives and offering assistance in payment and system processing.

Requirements

Qualifications:

Business Administration degree or relevant degree (Studying towards).

Experience:

3-5 years' relevant Office administration or Personal assistant experience
2 years' experience in an IFA-related industry would be an advantage
Experience working in the financial services or insurance industry is an advantage

Duties & Responsibilities

Service and Administration Experience Support

Proactively manage, coordinate and maintain the diary of the line manager.
Administrative support for meetings and workshops (collate, compile and distribute agendas, presentations, minutes within agreed timeframes).
Manage travel arrangements for managers, according to agreed business process and budget parameters.
Prepare and check invoices and arrange for payments to ensure adherence to requirements and Service Level Agreements.

Manage Calendar and Logistics

Coordinate all aspects of meetings, workshops, and functions (venue logistics, catering) according to manager's requirements, and within budget parameters.
Ensure an efficient operations practices and process is planned, executes, and delivered with excellence
Perform an efficient and accurate process administration functions involving the compiling and arranging of data and administrative function
Comply with all the Compliance policies and procedures
Provide general administrative and clerical support including mailing, scanning, and copying
Maintain electronic filing system
New: Onboarding & offboarding of consultants.

Culture Enabler

Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Continuously develop own expertise in terms of professional, industry and legislation knowledge.
Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
Manage financial and other company resources under your control with due respect.

Cost Effectiveness

Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
Manage financial and other company resources under your control with due respect.

System processing - Linkages, MMDSMO and leads

Support regions with linkage changes: Consultant to Adviser - consider panel management principles
MDSMO - inform marketing team of new appointments and resignations, ensure removal is activated

Competencies

Working with people
Adhering to principles and values
Relating and networking
* Applying expertise and technology