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Investment Distribution Support Administrator - Cape Town

Momentum Metropolitan Holdings LimitedCape Town, ZA

12 days ago

Job description

Job title : Investment Distribution Support Administrator - Cape Town

Job Location : Western Cape, Cape Town

Deadline : October 14, 2025

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Role Purpose

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

Experience :

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.)

Duties & Responsibilities

Internal Processes : Sales and Service Experience

Understanding of end-to-end processes across product lines

Understanding of end-to-end systems capabilities across product lines

Challenge processes that do not serve the business - ease of business

Good understanding of Compliance process adherence and impact of non-adherence

Quotes fulfillment and tracking

Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process

Accountable for the new business process - end to end completed with least amount of comeback

Process application form and engage with Financial Adviser / practice staff asap after receipt

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

Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager

Log appropriate activities, timeously (quotes and Financial Adviser engagements)

Consult systems to view progress - those documents pull through correctly

Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue

Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates

Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business

Co-accountability for Momentum Distribution Service target achievement with consultant

Administratively support Consultant on all planned marketing calls - to follow through in support

Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports

Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)

Comfortable to be a first point of call on Financial Adviser / practice staff online navigation enquiries

Ensure that all training interventions are recorded on appropriate report

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

Stakeholder Engagement

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

Collaboration 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 development

Business 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

Competencies

Business Acumen

Drive for Results

Leads Change and Innovation

Collaboration

Impact and Influence

Self-Awareness and Insight

Diversity and Inclusiveness

Administrative / Management jobs

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Administrator • Cape Town, ZA

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