Distribution Support Administrator

Website Momentum

Job Description:

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.

Job Responsibilities:

  • Consult systems to view progress – those documents pull through correctly
  • Log appropriate activities, timeously (quotes and Financial Adviser engagements)
  • Process application form and engage with Financial Adviser /practice staff asap after receipt
  • Accountable for the new business process – end to end completed with least amount of comeback
  • Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
  • Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements

Job Requirements:

  • Relevant Degree (NQF 7) Business-related qualifications
  • Proficient in Afrikaans and English (written and verbal)
  • Proven minimum of 1 – 3 years’ office administrator experience in the financial services industry
  • Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
  • Experience in the MDS Sales environment will be an advantage

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Sandton, Gauteng, South Africa

Application Deadline: N/A

To apply for this job please visit www.linkedin.com.


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