Permanent Investment Distribution Support Administrator | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Investment Distribution Support Administrator – Cape Town (Fixed-Term)
Location: Cape Town, Western Cape
Company: Momentum Group
Job Type: Permanent
Job Sector: Financial Services
Investment Distribution Support Administrator – Cape Town (Fixed-Term)
Closing Date: 2025/08/11
Reference Number: MMH250701-6
Position Type: Temporary
Role Family: Operations
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
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 to wealth creation, insurance, and income protection. We serve our clients through expert knowledge in retail insurance, savings, and investment markets in South Africa.
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Investment Distribution Support Administrator provides efficient and accurate administrative support to ensure the branch delivers a professional service to Financial Advisers and stakeholders within agreed Service Level Agreements and compliance requirements.
Requirements
Qualifications:
- Relevant Degree (NQF 7) or Business-related qualification
Experience:
- 1–3 years of office administration experience in financial services
- Experience in the MDS Sales environment is advantageous
- Proficiency 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 and manage end-to-end processes and system capabilities across product lines
- Optimize business processes and challenge inefficiencies
- Ensure compliance with regulatory and internal processes
- Facilitate and track quotes, ensuring professional presentation and supporting documentation
- Oversee the end-to-end new business application process with minimal reprocessing
- Engage proactively with Financial Advisers to smooth application processing
- Maintain accurate records and updates on Activity Manager
- Log and monitor activities, including quotes and adviser engagements
- Use systems to track progress and ensure documentation accuracy
- Manage pipelines to drive business submission and completion
- Provide regular updates to Business Consultants on quotes, pipelines, and sales support
- Prepare reports for consultant engagements and marketing calls
- Understand and utilize reports (Power BI, lapse reports, reinstatement reports, etc.)
- Train Financial Adviser staff on digital tools (Power BI, Campaign Master, etc.)
- Support national branches as needed to ensure business continuity
- Identify and report system or process improvements
Stakeholder Engagement
- Maintain professional engagement with all stakeholders
- Build and nurture business relationships with clients and internal teams
- Uphold SLAs and manage client expectations
- Recommend service improvements to enhance client experience
Collaboration and Self-development
- Foster productive working relationships with peers and stakeholders
- Support and contribute to change initiatives
- Continuously develop professional and industry knowledge
- Drive innovation and share new ideas
- Take ownership of career growth and development
Business Efficiencies and Effectiveness
- Identify opportunities for operational improvement
- 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 Commitment
We are dedicated to Employment Equity, diversity, and inclusion. Appointments align with our equity objectives, and we encourage applicants with disabilities to apply.
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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.
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