Momentum Jobs In Pretoria – Distribution Support Administrator

Website Momentum

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.

Job Responsibilities:

  • Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue
  • Understanding of end-to-end processes across product lines
  • 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’
  • Understanding of end-to-end systems capabilities across product lines
  • Accountable for the new business process – end to end completed with least amount of comeback
  • Challenge processes that do not serve the business – ease of business
  • Consult systems to view progress – those documents pull through correctly
  • Quotes fulfillment and tracking
  • Professional presentation of quote and relevant supporting documentation that support the ‘advice-led’ process
  • Log appropriate activities, timeously (quotes and Financial Adviser engagements)
  • Process application form and engage with Financial Adviser /practice staff asap after receipt
  • Good understanding of Compliance process adherence and impact of non-adherence
  • Sales and Service Experience
  • Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates

Job Requirements:

  • Proficient in Afrikaans and English (written and verbal)
  • Experience in the MDS Sales environment will be an advantage
  • Proven minimum of 1 – 2 years’ office administrator experience in the financial services industry – Investments (essential)
  • Grade 12/Matric
  • Relevant NQF 6 Business-related qualifications (preferred)
  • Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

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