Permanent Distribution Support Administrator | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Distribution Support Administrator – 12-month FTC
Location: Cape Town, Western Cape
Company: Momentum Group
Job Type: Permanent
Job Sector: Administration
Job Title: Distribution Support Administrator – 12-month FTC
Company: Momentum Group
Closing Date: 2025/08/25
Reference Number: MMH250819-9
Position Type: Temporary
Role Family: Operations
Cluster: Momentum Distribution Services
Location: Cape Town, Western Cape, South Africa
Introduction
Momentum, a leading financial services provider since 1966, is known for its entrepreneurial spirit and innovative approach. We are committed to wealth creation, insurance, and income protection for our clients, offering tailored solutions in retail insurance, savings, and investments.
Role Purpose
The Distribution Support Administrator (DSA) provides efficient and accurate administrative support to Independent Financial Advisors (IFAs), IFA practice staff, and consultants, ensuring seamless operations and excellent service delivery.
Requirements
Qualifications:
- Office administration qualification or business-related degree (NQF 7).
Experience:
- 1-3 years of experience in financial services (essential).
- Insurance industry experience (preferred).
- Experience within the MDS sales environment (advantageous).
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Demonstrate an understanding of end-to-end processes across product lines.
- Identify and address inefficiencies in business processes.
- Ensure compliance with regulatory processes and requirements.
- Present quotes and supporting documents professionally to uphold an advice-led approach.
- Manage the new business process end-to-end with minimal revisions.
- Process application forms and engage promptly with Financial Advisors/Practice staff.
- Maintain accurate records and updates on Activity Manager.
- Log activities, track progress, and ensure document accuracy.
- Manage pipeline and drive submission of requirements for case issuance.
- Provide regular updates to Business Consultants on quotes, pipeline, and sales enablement.
- Prepare reports and insights to support consultant engagements.
- Co-accountability for Momentum Distribution Service target achievement.
- Support marketing initiatives and training for IFAs on digital tools (e.g., Power BI, Campaign Master).
- Act as the primary contact for online navigation queries from IFAs/Practice Staff.
- Document training interventions and ensure business continuity across branches.
- Report system/process issues to enhance client experience.
- Escalate faults and resolve service center inquiries with a proactive approach.
Client Advisor: Stakeholder Engagement
- Maintain professional engagements with internal/external stakeholders.
- Foster strong business relationships and provide authoritative expertise.
- Fulfil service level agreements to manage client expectations.
- Recommend improvements for client service and fair treatment.
- Contribute to a culture of exceptional service and feedback.
- Support IFAs through training and digital capability enhancements.
- Keep consultants informed of pipeline and new business activities.
Collaboration and Self-Development
- Build productive relationships with peers and stakeholders.
- Participate in change initiatives and continuous innovation.
- Stay updated on industry trends and legislative changes.
Finance: Business Efficiencies and Effectiveness
- Identify opportunities to improve operational efficiency.
- Manage company resources responsibly.
- Provide input into risk identification and mitigation strategies.
Competencies
- Relating and Networking: Builds strong relationships and networks at all levels.
- Planning and Organising: Manages time, resources, and deadlines effectively.
- Coping with Pressures and Setbacks: Maintains composure in high-pressure situations.
- Achieving Goals: Pursues objectives with enthusiasm and commitment.
- Following Procedures: Adheres to policies, schedules, and legal obligations.
- Adhering to Values: Upholds integrity, diversity, and ethical standards.
- Working with People: Collaborates, supports, and communicates effectively.
- Writing and Reporting: Delivers clear, structured, and audience-aligned communication.
Policy
Momentum is committed to Employment Equity, diversity, and inclusion. All appointments align with our equity goals, and we encourage applications from people 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.
119 total views, 1 today