Distribution Support Administrator - Eastern Cape MMH250204-4 - Gqeberha - Momentum

Description

**Role Purpose**

The Distribution Support Administrator 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**

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

**Experience**

• 1-3 years experience in financial services
• Insurance or investment consulting industry experience will be an advantage
• Experience within the MDS Sales environment will be an advantage.

**Duties and Responsibilities**

Internal processes: Sales and Service Experience

• Demonstrate an understanding of end-to-end processes for various product lines.
• Have a good understanding of compliance process adherence and impact of non-adherence.
• Present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
• Ensure new business process is handled end-to-end with minimal need for revisions.
• Process 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.
• Record all cases and new business applications correctly and keep 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.
• Have 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.
• Understand 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.
• Be 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.
• Support 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.
• Engage in service center escalations to enhance the customer experience, demonstrate quick thinking, and consistently maintain a positive ambassadorial approach with a can-do attitude.
• Display high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.

Client Advisor: Stakeholder Engagement

• Conduct all internal and external engagements 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 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.
• Support MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
• Understand and fulfill 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.
• Influence and participate in change initiatives positively.
• 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.