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

Work arrangement
Yes