Position Summary:
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.
Key Responsibilities:
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Positively influence and participate in change initiatives.
- Good understanding of Compliance process adherence and impact of non-adherence
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Accountable for the new business process – end to end completed with least amount of comeback
- Ensure that all training interventions are recorded on appropriate reports
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
- Understanding of end-to-end processes across product lines
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Challenge processes that do not serve the business – ease of business
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
order to ensure that client expectations are managed. - 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 internal and external engagements are conducted in a professional manner
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Deliver on service level agreements made with clients and internal and external stakeholders in
- Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.
- Quotes fulfillment and tracking
- 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
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Professional presentation of quote and relevant supporting documentation that support the ‘advice-led’ process
- Understanding of end-to-end systems capabilities across product lines
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Process application form and engage with Financial Adviser /practice staff asap after receipt
Required Education & Experience:
- Proven minimum of 1 – 3 years’ office administrator experience in the financial services industry
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
- Grade 12/Matric
- Proficient in Afrikaans and English (written and verbal)
- Relevant NQF 6 Business-related qualifications (preferred)
- Experience in the MDS Sales environment will be an advantage