Permanent Investment Distribution Support Administrator | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Investment Distribution Support Administrator (Sandton)
Location: Johannesburg, Gauteng
Company: Momentum Group
Job Type: Permanent
Job Sector: Finance
Investment Distribution Support Administrator (Sandton)
Closing Date: 2025/08/09
Reference Number: MMH250618-2
Position Type: Temporary
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location: South Africa, Gauteng, Johannesburg
Introduction
Momentum, a leading financial services provider since 1966, is known for its entrepreneurial spirit and innovative culture. We specialize in wealth creation, insurance, and income protection, serving clients through our expertise in retail insurance, savings, and investment markets.
Disclaimer: Applicants should verify the legitimacy of this job advert on our company career page.
Role Purpose
The Investment Distribution Support Administrator (DSA) provides efficient, accurate administrative support to Independent Financial Advisers (IFAs), IFA practice staff, and consultants.
Requirements
Qualifications:
- Office administration or business-related qualification (Degree/NQF 7).
Experience:
- 1-2 years of experience in financial services (essential).
- Insurance industry experience (preferred).
- Experience within the MDS Sales environment is advantageous.
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understand and manage end-to-end processes for various product lines.
- Identify and improve inefficient processes for better business operations.
- Ensure compliance adherence and recognize the impact of non-compliance.
- Professionally present quotes and supporting documents to support advice-led service.
- Oversee new business processes with minimal revisions.
- Process application forms and engage promptly with Financial Advisers/Practice staff.
- Track and update all cases and applications on the activity manager.
- Log activities accurately and manage pipeline progress.
- Regularly update Business Consultants on quotes, pipeline status, and sales enablement.
- Prepare reports and materials to support consultant engagements with IFAs.
- Co-accountable for achieving Momentum Distribution Service targets.
- Provide administrative support for marketing initiatives.
- Utilize and train IFAs on digital tools like Power BI and Campaign Master.
- Act as a primary contact for online navigation queries.
- Ensure training sessions are documented and reported.
- Provide national branch support when required.
- Identify and report system or process issues to improve client experience.
- Escalate operational issues to relevant stakeholders.
- Demonstrate resilience in follow-ups to resolve cases efficiently.
Client Advisor: Stakeholder Engagement
- Conduct all engagements professionally.
- Build and maintain strong business relationships.
- Provide expert guidance to clients and stakeholders.
- Meet service level agreements to manage expectations.
- Recommend improvements for client service and fair treatment.
- Foster a culture of exceptional client service and feedback.
- Support IFAs with training on digital capabilities.
- Ensure consultants are informed about pipeline and new business activities.
Collaboration and Self-Development
- Develop productive relationships with peers and stakeholders.
- Support change initiatives positively.
- Continuously enhance professional and industry knowledge.
- Contribute to innovation by sharing and implementing new ideas.
Finance: Business Efficiencies and Effectiveness
- Identify opportunities to improve efficiency and effectiveness.
- Manage company resources responsibly.
- Provide input on risk identification and mitigation.
Competencies
- Relating and Networking: Builds strong relationships with customers and colleagues.
- Planning and Organising: Sets clear objectives and manages time effectively.
- Coping with Pressures and Setbacks: Works well under pressure and maintains a positive attitude.
- Achieving Personal Work Goals and Objectives: Pursues ambitious goals and seeks development opportunities.
- Following Instructions and Procedures: Adheres to policies and demonstrates commitment.
- Adhering to Principles and Values: Upholds ethics, integrity, and inclusivity.
- Working with People: Collaborates effectively and supports team members.
- Writing and Reporting: Communicates clearly and logically in written form.
Policy
We promote Employment Equity, diversity, and inclusion. All appointments align with our Employment Equity goals, and we encourage applications from people with disabilities.
APPLY NOW
84 total views, 1 today