Permanent Investment Distribution Support Administrator | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Investment Distribution Support Administrator (KwaZulu-Natal)
Location: Johannesburg, Gauteng
Company: Momentum Group
Job Type: Permanent
Job Sector: Financial Services
Investment Distribution Support Administrator (KwaZulu-Natal)
Company: Momentum Group
Closing Date: 2025/07/27
Reference Number: MMH250718-2
Position Type: Temporary
Role Family: Operations
Cluster: Momentum Distribution Services
Location: KwaZulu-Natal, South Africa
Introduction
Momentum, a leading financial services provider since 1966, is known for its entrepreneurial spirit and innovative approach to wealth creation, insurance, and income protection. We serve our clients through deep expertise in retail insurance, savings, and investment markets.
Role Purpose
The Investment Distribution Support Administrator provides efficient and accurate administrative support to ensure seamless service delivery to Financial Advisers and stakeholders within agreed service levels and compliance requirements.
Requirements
Qualifications:
- Relevant Degree (NQF 7) or business-related qualifications
Experience:
- 1–3 years of office administration experience in financial services
- Experience in the MDS Sales environment is advantageous
- Proficient in Afrikaans and English (written and verbal)
- Strong knowledge of Microsoft Suite (Word, Excel, Windows, etc.)
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understand end-to-end processes and systems across product lines
- Challenge inefficient processes to improve ease of business
- Ensure compliance adherence and mitigate non-compliance risks
- Handle quote fulfillment, tracking, and professional presentation of supporting documents
- Oversee the end-to-end new business process with minimal delays
- Process application forms promptly and engage with Financial Advisers for seamless processing
- Maintain accurate records on Activity Manager and log engagements timeously
- Monitor system progress to ensure correct document submission
- Manage pipeline to drive business issuance and provide regular updates to Business Consultants
- Support Consultants with reports, marketing calls, and training initiatives
- Guide Financial Advisers on digital tools (Power BI, Campaign Master, etc.)
- Assist other branches nationally for business continuity
- Identify and report system improvements for better client experience
Stakeholder Engagement
- Maintain professional relationships with internal and external stakeholders
- Fulfill service level agreements to manage client expectations
- Recommend service improvements to enhance client satisfaction
- Foster a culture of exceptional service and feedback
Collaboration and Self-Development
- Build productive relationships with peers and stakeholders
- Drive change and innovation initiatives
- Continuously develop industry and legislative expertise
- Take ownership of career growth and knowledge sharing
Business Efficiencies and Effectiveness
- Identify opportunities to enhance operational efficiency
- Manage company resources responsibly
- Contribute to risk identification and mitigation strategies
Competencies
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Employment Equity
Momentum is committed to Employment Equity, diversity, and inclusion. We encourage applications from all qualified individuals, including persons with disabilities.
APPLY NOW
How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
83 total views, 1 today