Investment Distribution Support Administrator - Cape Town MMH250911-2

Role PurposeThe Investments 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.RequirementsQualifications: Relevant Degree (NQF 7) Business-related qualificationsExperienceProven minimum of 1 - 3 years' office administrator experience in the financial services industryExperience in the MDS Sales environment will be an advantageProficient in Afrikaans and English (written and verbal)Knowledge of Microsoft Suite (Word, Excel, Windows etc.)Duties and ResponsibilitiesInternal Processes: Sales and Service Experience Understanding of end-to-end processes across product linesEnsure the efficient processing of new business received from Financial AdvisersSound knowledge of FICA and POPIA adherence and impact of non-adherenceProfessional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' processAccountable for the seamless running of the new business processKeeping Financial Adviser assistants in the loop on new business submittedEnsure accurate capturing of new businessIdentify possible bottlenecks in the new business process and escalate accordinglyDigitally enabled with Momentum systems to load and track new businessFollow-up on pending new business with Financial Advisers and Transferring CompaniesSupport and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser officesCo-accountability for Momentum Distribution Service target achievement with consultantUnderstanding of all digital capabilities on Adviser ConnectTraining Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser ConnectComfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiriesEnsure that all training interventions are recorded on appropriate reportsProvide support to other branches (nationally) when need arises to ensure business continuityIdentify and report process and system failures and enhancements to improve client experienceStakeholder Engagement Ensure all internal and external engagements are conducted in a professional mannerMaintain 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 managedMake 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 serviceCollaboration and Self-development 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 developmentBusiness Efficiencies and Effectiveness 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 As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236