Momentum – Administration Jobs

To apply, click on the link at the end of the posts and all the best with your applications.

Investment Distribution Support Administrator_ Cape Town

Closing Date
2025/03/04
Reference Number
MMH250227-6
Job Title Investment Distribution Support Administrator_ Cape Town
Position Type Permanent
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
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
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 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
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 appropriate forum.
Competencies
Business Acumen
Drive for Results
Leads Change and Innovation
Collaboration
Impact and Influence
Self-Awareness and Insight
Diversity and Inclusiveness

Digital Hub: Support Consultant

Closing Date
2025/03/04
Reference Number
MMH250227-5
Job Title Digital Hub: Support Consultant
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City George
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The role purpose of a digital hub support consultant is to provide administrative support to internal business consultants to ensure service levels are maintained. Additionally, this role also supports the DSM and RGM with projects and processes continuity.

Requirements
Qualifications:

• Relevant Business-related Degree (NQF 7)

Experience:

• Proven minimum of 2-3 years’ administrator experience in the financial services sales industry.
• Experience working with Independent Financial Advisors is preferred.
• Experience in the MDS Sales environment will be an advantage.
• Proficient in English and Afrikaans (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
• Technologically Savvy and willing to engage on Digital adoption.

Duties & Responsibilities
Internal Processes: Sales and Service Experience:

• To facilitate the entire process of cases across the different product lines, with the use of system enhancements and capabilities, and ensure feedback is given where required.
• Understand and ensure the compliance process is adhered to al all times.
• Ensures timely processing and tracking of quotes to IFAs.
• Ensures that all quotes and relevant supporting documentation are well packaged and supports the advice-led process.
• Ensures that the new business process is completed timeously and efficiently.
• Drive submissions of requirements to ensure cases issue.
• Conducts regular engagement sessions with Internal Business Consultants to ensure all sales enablement updates are up to date and on track.
• Partner with Internal Business Consultants to reach the targets set out by the business.
• Ensure timely and efficient closing of broker codes when no further relationship can be continued.
• Determine IFA status. Understand the needs of the IFA and match the digital hub value proposition to the IFA.
• Assist with the transition of Consultant and IFA relationship, should IFA request to be moved from face to face to digital interaction.

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 and meet client expectations with clients and internal and external stakeholders.
• 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.

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 appropriate forum.

Competencies

• Business acumen – Understands how the business operates, what the key issues and risks are that drives business success; and how they impact the commercial viability of potential ventures and the profitability of the Group.
• Adviser commitment – Anticipates, meets and exceeds adviser’s needs by creating long-lasting relationships that support the adviser value proposition, supports their financial wellness and ensure client centricity.
• Drive for results – Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
• Leads change and innovation – Actively leads change, does what is right for the business and drives continuous improvement through innovation.
• Collaboration – Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.
• Impact and influence – Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
• Self-awareness and insight – Manages self and relationships with others effectively and provides perspective in difficult situations.
• Diversity and inclusiveness – Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Distribution Support Administrator (Fixed-Term)- Southern Cape

Closing Date
2025/03/04
Reference Number
MMH250226-15
Job Title Distribution Support Administrator (Fixed-Term)- Southern Cape
Position Type Temporary
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Southern Cape
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants

Requirements
Qualifications:

Office administration qualification or Business related (Degree/NQF 7)
Experience:

1-2 Year experience in financial service (essential)
Insurance industry experience (preferred)
Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
Internal processes: Sales and Service Experience

Demonstrating an understanding of end-to-end processes for various product lines.
Identify and address processes that do not support business efficiency and ease of operation.
Have a good understanding of Compliance process adherence and impact of non-adherence.
Have an ability to present quotes and relevant supporting documents professionally to uphold an ‘advice-led’ approach.
Ensure the new business process is handled end-to-end with minimal need for revisions.
Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon 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
Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
Ensure 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.
Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
Client Advisor: 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.
Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.
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 legislative knowledge.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Finance: 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 appropriate forum.
Competencies
Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

Distribution Support Administrator (Fixed-Term)- Cape North

Closing Date
2025/03/04
Reference Number
MMH250226-14
Job Title Distribution Support Administrator (Fixed-Term)- Cape North
Position Type Temporary
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Parc Du Cap
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements
Qualifications:

Office administration qualification or Business related (Degree/NQF 7)
Experience:

1-2 Year experience in financial service (essential)
Insurance industry experience (preferred)
Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
Qualifications:

Office administration qualification or Business related (Degree/NQF 7)
Experience:

1-2 Year experience in financial service (essential)
Insurance industry experience (preferred)
Experience within the MDS Sales environment will be an advantage.
Competencies
Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

Investment Distribution Support Administrator (Fixed-Term)- Cape Town

Closing Date
2025/03/04
Reference Number
MMH250226-11
Job Title Investment Distribution Support Administrator (Fixed-Term)- Cape Town
Position Type Temporary
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
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:

Office administration qualification or Business related (Degree/NQF 7)
Experience:

1-2 Year experience in financial service (essential)
Insurance industry experience (preferred)
Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
Internal Processes: Sales and Service Experience

Understanding of end-to-end processes 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 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
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 appropriate forum
Competencies
Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

PAYE Administrator

Closing Date
2025/03/05
Reference Number
MMH250226-10
Job Title PAYE Administrator
Position Type Permanent
Role Family Finance
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Accurately prepare and submit tax related information within agreed service levels in order to support the operations of the FAW Umbrella Funds, Momentum Corporate Preservation funds and private funds.

Requirements
Matric or equivalent
2 Years’ experience in the Insurance or Financial Services Industry
Exposure to working with Pension fund administration
Intermediate Excel experience
2 Years’ experience with Orbit system would be beneficial
Duties & Responsibilities
Internal

Accurate reconcile tax amounts in order to ensure the accounts balance. Prepare monthly journals for payments to SARS.
Investigate and resolve all non-reconciling items.
Prepare accurate monthly, bi-annual and annual tax reports. EMP201 & EMP501.
IT88 recons and monthly sub-missions.
Submit tax reports and returns to SARS within agreed timelines.
Investigate various client tax related queries and escalate to relevant stakeholders.
Provide guidance to Admin teams.
Identify solutions to enhance cost effectiveness and increase operational efficiencies. through adhering to legislative requirements.
Provide input into risk identification processes and communication recommendations to various stakeholders.
Adhoc prior year escalated tax queries.
Reporting and issue of adhoc manual tax certificates.
Attend to escalated Jira queries.
Reconciliation of unissued tax certificates and escalate to relevant admin teams.
Client Services

Resolve client queries within agreed timeframes.
Build and maintain relationships with clients and internal and external stakeholders
Deliver on service level agreements made with internal and external stakeholders and clients
Make recommendations to improve client service within area of responsibility.
Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.
People

Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
Positively influence and manage change and offer specialist support where required.
Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
Take ownership for driving career development
Finance

Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Implement and provide input into governance processes, systems and legislations within area of specialization.
Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
Provide input into- the risk identification processes development and communicate recommendations in appropriate forum.

Competencies
Client commitment
Drive for results

Collaboration
Impact and influence

Self-awareness and insight

Diversity and inclusiveness

Distribution Support Administrator – Fixed Term Contract

Closing Date
2025/03/05
Reference Number
MMH250131-7
Job Title Distribution Support Administrator – Fixed Term Contract
Position Type Temporary
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity None of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Pretoria
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Distribution Support Administrator (DSA) provides quick and accurate administrative support to Business Consultants, IFAs, and IFA practice staff members; serves as a source of information to enable the distribution teams (consultants) to deliver a professional service to Financial Advisers and other stakeholders.

Requirements
Qualifications:

Office administration qualification or Business related (Degree/NQF 7)

Experience:

1-3 years experience in financial service
Insurance or and Investment consulting industry experience will be an advantage
Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
Internal processes: Sales and Service Experience

Demonstrating an understanding of end-to-end processes for various product lines.
Have a good understanding of Compliance process adherence and impact of non-adherence.
Have an ability to present quotes and relevant supporting documents professionally to uphold an ‘advice-led’ approach.
Ensure the new business process is handled end-to-end with minimal need for revisions.
Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon 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
Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
Ensure 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.
Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
Client Advisor: 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.
Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.

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 legislative knowledge.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Finance: 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 appropriate forum.
Competencies
Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

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