Momentum – Administration Jobs – 07 July 2026

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

Preauthorization Administrator

Closing Date
2026/07/08
Reference Number
MMH260702-4
Job Title Preauthorization Administrator
Position Type Permanent
Role Family Operations
Cluster Momentum Health
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Momentum Group, 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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To efficiently review, process, and manage dental pre-authorisation requests within service level agreements (SLAs) and according to company policies and regulatory requirements. The primary focus is on accurately assessing and capturing pre-authorisations from multiple platforms, ensuring compliance with clinical protocols and scheme rules, while supporting timely and appropriate member care.

Requirements
Qualification

Matric Certificate (Essential).
Relevant tertiary qualification – Dental Assisting, healthcare administration or equivalent.
Experience

Minimum 2 years’ experience in dental administration.
Prior experience in medical aid benefits, billing, and claims processing.
1–3 years’ experience in Managed Care Operations or Pre-Authorisation.
Strong understanding of medical scheme protocols and benefit structures
Duties & Responsibilities

• Accurate and timely capture and assessment of dental pre-authorisation requests.• Effective resolution and reporting of system issues.• Completion and documentation of pre-authorisation batches.• Clear communication of assessment outcomes to stakeholders.• Identification of potential clinical or fraud risks based on request trends.• Consistent achievement of productivity and quality standards.

Competencies

• Strong attention to detail and accuracy.• Good organizational and time management skills.• Ability to navigate and utilize multiple digital platforms.• Clear and professional communication skills.• Sound understanding of dental clinical protocols and scheme rules.• Analytical mindset to identify trends and risks.

Click here to apply

Complementary Product Technical Specialist

Closing Date
2026/07/08
Reference Number
MMH260702-3
Job Title Complementary Product Technical Specialist
Position Type Permanent
Role Family Client Services
Cluster Momentum Health
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Momentum Group, 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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The position is aimed at a dynamic, focused individual who can provide an effective and efficient service to clients by receiving, evaluating, and responding to telephonic/electronic escalated enquiries timeously. Support to the Product Managers for all Complementary Products. This position is within the Momentum Health Solutions.

Requirements
Qualification

Matric certificate.
A degree in business Administration/Equivalent (Advantageous).
Experience

2-5 years of client service experience.
Knowledge of Oracle System is essential.
Excellent knowledge of the Momentum’s Complimentary products is essential.
Excellent knowledge of the Momentum Health (Momentum Medical Scheme) product is essential.
Duties & Responsibilities
Identifying risks to the company and escalate accordingly.
Engaging in effective communication and delivery according to Service Level Agreements.
Maintaining a consistent service delivery to ensure client retention and satisfaction.
Obtaining and maintaining broad product and industry knowledge to effectively and accurately respond to internal and external customer complementary products queries.
Ensuring Service Level Agreements are met and always exceeded.
Providing first time resolution on escalated queries of a complex nature.
Dealing promptly with client requests in a competent, efficient, and professional manner.
Driving and supporting effective teamwork within the department.
Competencies

• A strong understanding of the medical aid and short term insurance industry will be advantageous.• Take ownership of all technical complimentary products queries and ensure that they are resolved timeously and effectively.• Complete documentation as per departmental guidelines in order to meet client needs.• Utilise IT systems effectively, to ensure accuracy of documentation.• Adhere to organisational best practice and legislative requirements.

Click here to apply

Office Administrator

Closing Date
2026/07/12
Reference Number
MMH260630-1
Job Title Office Administrator
Position Type Permanent
Role Family Administration
Cluster Group Digital and Technology
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town
Introduction
Momentum Group is a South African-based financial services group. Our retail and specialist brands drive to build and protect our client’s financial dreams. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisation’s care for and reward their employees and members.

Momentum Group is one of South Africa’s largest life insurers and integrated financial services companies, operating through brands like Momentum, Metropolitan, Guardrisk, and Eris Properties. 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.momentumgroup.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose Ensure that the administrative functions within the area of responsibility are completed efficiently and within SLA requirements, ensuring the smooth running of the office by providing effective administrative assistance to the manager and team members/departments, liaising with affiliates, tracking workflows, and dealing with client queries.
Requirements
Qualification

Grade 12 or equivalent qualification
Office administration or secretarial qualification
Experience

2-3 years’ relevant experience (essential)
Financial services experience (desirable)
Experience of working full-time (desirable)
Knowledge

Relevant business specific systems (e.g payments systems, travel bookings system, etc.)
Knowledge of business correspondence standards
Sound knowledge of the Microsoft suite
Duties & Responsibilities
INTERNAL PROCESS

Manage all incoming queries, calls and SLAs of the team by assigning, directing and escalating all queries.
Manage the financial administration function for the team by processing invoices, journals and other financial transactions within agreed timeframes and in line with finance processes.
Consolidate and report on all financial transactions, in line with the allocate budget.
Reconcile and maintain supplier accounts and records to ensure good standing.
Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings for the team.
Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications for the team.
Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes.
Order and control office supplies, refreshments and equipment, in line with budget parameters.
Develop and maintain relevant databases and records for the team, for ease of reference and retrieval of data.
Support the induction activities for new staff members, by proactively managing and coordinating relevant activities and resources.
Diary management for team, as per individual team member requirements.
CLIENT

Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external 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.
Liaise with affiliates, follow-up on all outstanding queries.
Keep accurate records for each piece of work done, including appointments, phone calls, referrals, action plan/revisions, and any other significant information.
Where required, respond to after hours and weekend crisis calls for assistance.
PEOPLE

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.
Support managers in their management functions.To work in a diverse team.
Distribution of work that comes into the allocation inboxes and ensure that the allocation of work is done fairly and evenly throughout the team.
FINANCE

Contribute to the financial planning process within area.
Identify opportunities to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
To accurately capture and process invoices.
Competencies
Administrative & Operational Excellence

Advanced calendar and schedule management (multi-stakeholder, high-volume environments)
Travel coordination (domestic & international)
Document management and record-keeping (including compliance awareness)
Meeting coordination (agenda creation, minutes, follow-ups)
Office logistics management (supplies, facilities coordination)
Vendor and service provider coordination
Organisation & Planning

Strong prioritisation skills across competing demands
Ability to manage multiple workflows simultaneously
Event and project coordination (from planning to execution)
Process optimisation (improving office efficiency and turnaround times)
Deadline management with minimal supervision
Communication & Stakeholder Management

Professional written and verbal communication
Acting as a liaison between executives, teams, and external parties
Handling confidential or sensitive information with discretion
Conflict management and escalation handling
Customer/service orientation (internal and external stakeholders)
Technology & Systems Proficiency

Advanced Microsoft Office (especially Outlook, Excel, PowerPoint, Word)
Collaboration tools (Teams, SharePoint, Slack, etc.)
Office systems (ERP, procurement tools, CRM if applicable)
Data capturing and basic reporting
Digital filing and workflow tools
Financial & Basic Commercial Skills

Budget tracking and expense management
Processing invoices and purchase orders
Cost-conscious decision-making (supplies, vendors)
Basic reporting on spend vs budget
Problem-Solving & Decision-Making

Proactively identifying and resolving operational issues
Making judgement calls in the absence of leadership
Managing last-minute changes (e.g., travel disruptions, scheduling conflicts)
Resourcefulness and adaptability
Attention to Detail & Quality Control

High accuracy in documentation and communication
Proofreading and quality assurance of documents
Ensuring completeness of information before escalation
People & Culture Support

Supporting onboarding/offboarding coordination
Driving office culture initiatives (events, engagement, recognition)
Maintaining a professional and positive office environment
Supporting leadership with team coordination
Professional Attributes

High reliability and ownership mindset
Discretion and trustworthiness
Strong resilience under pressure
Executive presence and professionalism

Click here to apply

Junior Executive Business Manager

Closing Date
2026/07/11
Reference Number
MMH260629-1
Job Title Junior Executive Business Manager
Position Type Temporary
Role Family Administration
Cluster Group Digital and Technology
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Momentum Group is a South African-based financial services group. Our retail and specialist brands drive to build and protect our client’s financial dreams. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisation’s care for and reward their employees and members.

Momentum Group is one of South Africa’s largest life insurers and integrated financial services companies, operating through brands like Momentum, Metropolitan, Guardrisk, and Eris Properties. 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.momentumgroup.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To provide proactive, high-impact executive and personal assistant support to the Executive: Group Technology. The role requires strong judgement, discretion, organisational excellence, and the ability to operate confidently within a complex, fast-moving enterprise environment. The incumbent will act as a trusted business partner, enabling executive effectiveness, operational efficiency, and stakeholder alignment.

Requirements
Formal Qualifications

Diploma or degree in Business Administration, Office Management, or related field preferred.
Certifications in project management or professional support functions are advantageous.
Experience

2-4 years of experience providing business management in a corporate environment.
10+ yearsof experience providing executive administration support
Proven track record in coordination of projects, stakeholder engagement, and handling confidential information.
Duties & Responsibilities
Executive Support

Provide comprehensive diary management, travel coordination, meeting scheduling, and correspondence handling for senior executives, including supporting decision-making through informed scheduling and prioritisation.
Prepare agendas, take minutes, and track action items to ensure follow-through, while capturing decision contexts and support executive decision-making processes.
Manage confidential information with discretion and maintain professional communication with stakeholders.
Business Management

Assist in project coordination, tracking timelines, risks, dependencies, and deliverables, while interpreting relevant data and driving accountability across leadership.
Support operational planning, resource allocation, and business performance monitoring.
Liaise with cross-functional teams to drive initiatives and ensure alignment with business objectives.
Reporting & Insights

Compile and consolidate data into dashboards, presentations, and reports for executive review, interpreting data to provide actionable insights that support decision-making.
Interpret data to provide actionable insights and support decision-making, enhancing leadership accountability.
Governance

Maintain adherence to corporate governance standards and support compliance activities, while helping drive accountability across leadership structures.
Assist in preparing documentation for governance forums, committees, and audit processes.
Process Improvement

Identify opportunities for process optimisation and implement enhancements in administrative and operational workflows, using data insights to inform improvements and drive accountability.
Develop and maintain tools, templates, and trackers to improve efficiency and reporting accuracy.

Success Measures

Effective and efficient executive support, measured by timely and accurate handling of schedules, meetings, and communications, and ability to support decision-making.
Delivery of business management tasks and projects within agreed timelines and quality standards, demonstrating data interpretation and accountability.
Quality of reports, dashboards, and insights provided to executives contributing to informed decision-making and leadership accountability.
Demonstrated improvements in processes and operational workflows, informed by data insights and creating accountability structures.
Positive stakeholder feedback and successful collaboration across functions, particularly when supporting decision-making and leadership accountability.
What Success Looks Like in 6 Months

Executives consistently supported with clear decision-making inputs and actionable insights.
Data-driven reports and dashboards are regularly interpreted to influence leadership decisions.
An embedded system ensures full accountability for tasks and actions across the leadership team.
Process improvements lead to measurable efficiency gains and enhanced operational workflows.
Stakeholder feedback highlights increased confidence in the executive support and business management function.
Competencies
Strong organisational, time management, and multitasking skills, with emerging capability in supporting decision-making and interpreting data.
Excellent written and verbal communication abilities.
Analytical mindset with the ability to interpret data and generate insights to support executive decision-making.
High level of discretion, professionalism, and integrity.
Proficiency in Microsoft Office/Microsoft 365 and familiarity with enterprise systems and reporting tools.
Emerging strategic capability and business acumen, with a readiness to learn and grow into higher levels of responsibility, including driving accountability across leadership.

Click here to apply

Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS)

Closing Date
2026/07/08
Reference Number
MMH260626-4
Job Title Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS)
Position Type Graduate
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg
Introduction
Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.

This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.

Why Join The Graduate Programme?

Structured career path from administrative support to financial adviser.
Accredited training and mentorship from industry experts.
Exposure to both business operations and community initiatives.
Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
Competitive stipends and salaries with co-funded progression.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)

Stipend: R6 500 per month with an additional R6500 monthly top-up by Gradidge Mahura Investments (Pty) Ltd

Focus: Technical proficiency, compliance, and client support

Support IFAs with client onboarding, administration, and compliance documentation.
Participate in structured learning modules covering technical, business, and client training.
Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
Build strong relationships with clients, mentors, and stakeholders.
Develop skills in practice management, financial literacy, marketing, and digital tools.
Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)

Salary: R14 000 per month

Focus: Holistic financial planning and advanced technical skills

Transition into the paraplanner role, supporting advisers with financial planning.
Begin preparation for Regulatory Examination (RE5).
Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
Apply knowledge of financial products, quoting processes, and client segmentation.
Continue mentorship and structured training through the New Adviser Academy.
Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)

Salary: R18 000 per month

Focus: Fit & Proper Competency and adviser readiness

Transition into a junior financial adviser role, working under supervision.
Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation and, RE5 qualification
Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
Participate in quarterly mock client-facing assessments to refine advisory skills.
Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements

Minimum of a BCom degree in Financial Planning OR with a major in Financial Planning, Estate Planning, or Post Graduate Diploma in Financial Planning.
Strong digital capabilities and willingness to engage with diverse stakeholders.
No prior industry experience required – this programme is designed for graduates eager to learn and grow.
Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
Support IFAs with client onboarding, administration, and compliance documentation.
Assist in preparing reports, presentations, and data analysis to inform business decisions.
Ensure compliance with FAIS, POPIA, and other regulatory requirements.
Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
Deliver professional, client-centered support to IFAs and their clients.
Build and maintain positive relationships with clients, community partners, and internal stakeholders.
Contribute to service delivery that meets agreed standards and expectations.
Recommend enhancements to client service and promote fair treatment of clients.
Actively participate in CSI initiatives that strengthen community trust and brand reputation.
Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
Continuously expand knowledge of financial services, industry trends, and ethical practice.
Share innovative ideas and contribute to a culture of learning and improvement.
Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
Identify opportunities to streamline workflows and reduce resource wastage.
Demonstrate accountability in managing company resources entrusted during the programme.
Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
COMPETENCIES

Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.

Click here to apply

Identity & Access Management (IAM) System Administrator

Closing Date
2026/07/12
Reference Number
MMH260625-103
Job Title Identity & Access Management (IAM) System Administrator
Position Type Permanent
Role Family Information Technology
Cluster Group Digital and Technology
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Pretoria
Introduction
Momentum Group is a South African-based financial services group. Our retail and specialist brands drive to build and protect our client’s financial dreams. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisation’s care for and reward their employees and members.

Momentum Group is one of South Africa’s largest life insurers and integrated financial services companies, operating through brands like Momentum, Metropolitan, Guardrisk, and Eris Properties. 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.momentumgroup.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Identity and Access Management (IAM) team is the backbone of our digital security enterprise. We ensure that our people, partners, and external users have the right access to the right resources at the exact right time—while keeping unauthorized eyes out.

As an IAM System Administrator, you will facilitate end-to-end identity lifecycle management and provide critical technical support to our business units. You will own the governance, maintenance, and security architecture of our hybrid identity infrastructure, bridging the gap between legacy environments and cloud security.

Requirements
Minimum Qualifications

Bachelor’s Degree in:
Information Technology
Computer Science
Information Systems
Cybersecurity
Engineering
Preferred Certifications

Microsoft Certified: Identity and Access Administrator Associate (SC-300)
Certified Identity and Access Manager (CIAM)
CompTIA Security+
Certified Information Systems Security Professional (CISSP)
Certified Information Security Manager (CISM)
Okta Certified Administrator (if using Okta)
Experience

3–5 years of Identity and Access Management experience
Identity & Cloud Ecosystems: Proficient in Active Directory (GPOs, OUs, Security Groups) and Microsoft Entra ID / Azure AD.
Access Governance: Solid understanding of modern identity principles, including Single Sign-On (SSO), MFA architectures, Conditional Access policies, Access Governance, and Password Management.
Automation & Coding Mindset: Ability to identify manual, repetitive tasks and suggest structured, efficient solutions. While not a strict requirement, hands-on experience or familiarity with scripting/code (e.g., PowerShell, Python, or Microsoft Graph API) to automate IAM workflows is a major plus.
Frameworks & Tools: Experience working within standard ticketing/workflow tools (e.g., Jira), familiarity with ITIL/SecOps processes, and an openness to leveraging AI assistance for documentation, log analysis, or troubleshooting.
Duties & Responsibilities
Identity Lifecycle & Access Administration: Manage the full lifecycle (provisioning, modifications, and de-provisioning) of user accounts, groups, and OU structures across hybrid environments, including Active Directory and Microsoft Entra ID (Azure AD).
Modern Governance & RBAC: Collaborate with business and IT application owners to design, implement, and maintain scalable Role-Based Access Control (RBAC) templates and automated provisioning workflows.
SecOps & Incident Response: Function as a key pillar of Security Operations. Promptly troubleshoot, analyze, and resolve Tier 2/3 IAM and access-related incidents, maintaining clear communication with end-users and the service desk through to resolution.
Security Architecture Support: Administer and optimize identity governance policies, including Single Sign-On (SSO), Multi-Factor Authentication (MFA), and Conditional Access policies.
Audit, Risk & Compliance: Participate in routine IAM security audits, analyze access control reports to proactively mitigate risk, and ensure alignment with corporate risk management policies.
Process Optimization & AI Utilization: Act as a trusted security liaison across IT Services teams. Use Lean methodologies, automation, and emerging AI tools to optimize workflows, analyze incident patterns, and streamline repetitive processes.
Competencies
Analytical Problem Solver: Excellent incident analysis and logical troubleshooting skills; able to look at complex data and present practical conclusions.
High Autonomy & Tech-Forward Mindset: Self-motivated, proactive, and eager to adopt modern tools (including automation scripts and AI utilities) to elevate team performance.
Exceptional Communication: Strong interpersonal, written, and presentation skills, with the ability to translate complex security concepts to non-technical stakeholders.
Stress Tolerance & Accuracy: Exceptional attention to detail and documentation skills, maintaining high-quality work under tight operational timelines.

Click here to apply

Distribution Support Administrator – Southern Cape (George)

Closing Date
2026/07/07
Reference Number
MMH260408-1
Job Title Distribution Support Administrator – Southern Cape (George)
Position Type Permanent
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity None 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 (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements
Qualifications:

Matric or Grade 12 (essential)
NQF 6 or NQF 7 in Office Administration, Business Management, Finance (advantageous)
Experience:

5 – 8 years experience in the financial services industry (essential)
3 -5 years in administration of new business processing or providing administration support to a Financial Adviser (essential)
1 – 2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
Insurance industry experience (preferred)
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.

Click here to apply

We wish you all the best with your applications