Investment Distribution Support Administrator - Menlyn MMH260708-16

Role Purpose

The Investments 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.

Requirements

Qualification

Matric or Grade 12 (essential)

Business Degree (an advantage)

Experience

• 5 – 8 years experience in the financial services industry (essential)
• 3 -5 years in administration of new business processing or providing administration support to a Financial Adviser (essential)
• 1 – 2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
• Insurance industry experience (preferred)

Duties and Responsibilities

Internal Processes: Sales and Service Experience

• Understanding of end-to-end processes across product lines
• Ensure the efficient processing of new business received from Financial Advisers
• Sound knowledge of FICA and POPIA adherence and impact of non-adherence
• Professional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the seamless running of the new business process
• Keeping Financial Adviser assistants in the loop on new business submitted
• Ensure accurate capturing of new business
• Identify possible bottlenecks in the new business process and escalate accordingly
• Digitally enabled with Momentum systems to load and track new business
• Follow-up on pending new business with Financial Advisers and Transferring Companies
• Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices
• Co-accountability for Momentum Distribution Service target achievement with consultan
• Understanding of all digital capabilities on Adviser Connect
• Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience

Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders
• Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• 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, facilitates feedback and provides exceptional client service

Collaboration and Self-development

• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236