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.



Role Purpose Are you an attention-to-detail type of person who is also passionate about ensuring a positive service experience for all internal and external stakeholders? Are you keen to be an indispensable member of a team that ensures an excellent service experience through partnership? Then we are keen to have you on the MDS team to lay the foundation for sales creation.



Requirements
Minimum Requirements:

• Relevant NQF 7 Business-related tertiary level qualification
• Proficient in Afrikaans (advantage) and English (Essential) (both written and verbal)
• Proficiency in MS Office Suite (Word, Excel)

Graduate programme duration: 12 Months (fully office-based)



Duties & Responsibilities
During the graduate programme, you will have exposure to the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. You will be assisting the Agreements Support team with:

• Establishing and maintaining filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
• The preparation of regularly scheduled reports, as required.
• Creating, maintaining, and entering information into relevant databases to ensure accurate record-keeping for various applications.

You will also be required to:

• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• 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.

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.