Job Description: The 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: Understanding of end-to-end processes across product lines Understanding of end-to-end systems capabilities across product lines Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates Log appropriate activities, timeously (quotes and Financial Adviser engagements) Consult systems to view progress - those documents pull through correctly Accountable for the new business process - end to end completed with least amount of comeback Process application form and engage with Financial Adviser /practice staff asap after receipt Challenge processes that do not serve the business - ease of business Good understanding of Compliance process adherence and impact of non-adherence Quotes fulfillment and tracking Professional presentation of quote and relevant supporting documentation that support the 'advice-led' process 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 Job Requirements: Impact and Influence Self-Awareness and Insight Diversity and Inclusiveness Leads Change and Innovation Collaboration Business Acumen Drive for Results Qualification & Experience: Grade 12/Matric Relevant NQF 6 Business-related qualifications (preferred) Proficient in Afrikaans and English (written and verbal) Knowledge of Microsoft Suite (Word, Excel, Windows etc.) Proven minimum of 1 - 3 years' office administrator experience in the financial services industry Experience in the MDS Sales environment will be an advantage Job Details: Company: Momentum Vacancy Type: Full Time Job Location: Cape Town, Western Cape, SA Application Deadline: N/A Apply Here Vacancieshut.com
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