The 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
Qualifications:
- Relevant Degree (NQF 7) Business-related qualifications
- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across Momentums product lines.
- Understanding of end-to-end system capabilities across the different product lines.
- Challenge processes that do not serve the business - ease of business.
- Good understanding of Compliance process adherence and impact of non-adherence.
- Fulfillment and tracking of quotes submitted.
- Professional presentation of quotes and relevant supporting documentation that support the 'advice-led' process.
- Accountable for the new business process. That is the end to end completed with least amount of comebacks or errors.
- Process application forms efficiently and engage with independent financial advisers / practice staff upon receipt.
- Engage with independent financial advisers and practice staff to ensure processing happens smoothly. Taking full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on the activity manager system.
- Log appropriate activities such as quotes and Financial Adviser engagements timeously.
- Consult the various systems to view the progress of cases and that documents pull through correctly.
- Manage the pipeline business and keep cases clean and relevant. Drive submission of requirements to ensure cases issue.
- Having regular engagement sessions with Business Consultants to update them on the status of all quotations, pipeline business and any other sales enablement updates.
- Prepare Business Consultant for engagement by providing updates on reports, giving feedback on quotes and pipeline business.
- Co-accountability for Momentum Distribution Service (MDS) target achievement with Business consultants.
- Administratively support Business Consultants on all planned marketing with IFAs. This is to follow through and support where required.
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports.
- Training of Independent Financial Advisers and practice staff through knowledge sharing of digital capabilities, such as Power BI, Campaign master Quoting systems, etc.
- Being the first point of call to Independent Financial Advisers and practice staff for online navigation enquiries.
- Ensuring 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
- 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
- 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
- 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
