Job Description

Closing Date 2024/01/09
Reference Number MMH240102-1
Job Title Bulk Support Administrator
Position Type Temporary
Role Family Administration
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at .
Role Purpose

As a Bulk Support Administrator in Investment Operations, your role is to ensure excellence through accurate and timely administration of all Bulk Support Functions. Key responsibilities include investigating queries, rebalancing wrap funds, and processing various corporate actions on different platforms.

You may be required to work in alignment with our international business hours and some South African public holidays.
Requirements

• Minimum three years' experience in Investment Administration, ideally with Momentum Wealth and Momentum Wealth International experience.

• Grade 12 or equivalent with Math and/or Accounting.

• Com Finance/Investments or related degree or tertiary qualifications will be an advantage.

• Strong computer skills

• Knowledge of Insurance and Investment products.

• Familiarity with Wrap Funds.

• Offshore administration experience is a bonus.

Duties & Responsibilities

• Process instructions accurately and promptly to exceed client expectations.

• Provide daily and monthly reports.

• Clear shared email box queries daily.

• Monitor and clear personal Jira workflow queue daily.

• Help with various tasks, responsibilities, and projects.

• Keep procedure documents updated continuously.

• Take ownership of personal development and growth.

• Adhere to agreed-upon service level agreements and turnaround times internally and externally.

• Deliver excellent client service to all parties.

• Stay vigilant for process or business risks and report them.

• Develop and maintain internal and external relationships.

• Independently and proactively resolve queries.

• Communicate with internal and external parties.

• Handle various corporate actions across platforms, including distributions, fund mergers, liquidations, and capital distributions.

• Rebalance wrap funds across platforms.

• Perform a variety of functions within investment administration.

• Promote and embody Momentum Metropolitan Holdings Limited values: Accountability, Diversity, Excellence, Innovation, Integrity, and Teamwork.

Competencies

• Detail-oriented

• Problem-solving skills

• Accountability and ownership

• Analytical abilities

• Driven by results

• Strong focus on service

• Team player

• Ability to handle stress

• Excellent communication skills

• Act with urgency

• Proficient in MS Office

• Good interpersonal skills

• Embrace values-based behavior

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan