
Website Momentum
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:
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Professional presentation of quote and relevant supporting documentation that support the ‘advice-led’ process
- Accountable for the new business process – end to end completed with least amount of comeback
- 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.
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- 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.
- Understanding of end-to-end systems capabilities across product lines
Job Requirements:
- Business Acumen
- Drive for Results
- Diversity and Inclusiveness
- Impact and Influence
- Self-Awareness and Insight
- Leads Change and Innovation
- Collaboration
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
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