Position Summary:
The Investment 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:
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- 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
- Maintain meaningful business relationships with all stakeholders
- Provide authoritative expertise to clients and stakeholders.
- Positively influence and participate in change initiatives.
- Consult systems to view progress – those documents pull through correctly
- Take ownership for driving career development
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager’
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Accountable for the new business process – end to end completed with least amount of comeback
- Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue
- Process application form and engage with Financial Adviser /practice staff asap after receipt
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Required Education & Experience:
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
- Relevant NQF 6 Business-related qualifications (preferred)
- Proven minimum of 1 – 2 years’ office administrator experience in the financial services industry – Investments (essential)
- Proficient in Afrikaans and English (written and verbal)
- Grade 12/Matric
- Experience in the MDS Sales environment will be an advantage