ROLE PURPOSE
To provide front office administrative support to the Broker Consultant and Brokers while ensuring accurate information is channelled through to the investment support centres.
RESPONSIBILITIES AND WORK OUTPUTS
Internal Collaboration:
• Effective and consistent service delivery and support to all internal and external clients
• Client/Stakeholder Relationship Management:
• Relationship management with various stake holders
Resolving queries:
• Facilitate enquiries received from MA's; Brokers and Head Office
Front Office Administration:
• Prepare quotes accurately and within agreed time frames
• Follow up on missing and outstanding information with broker
• Check applications before submitting to head office
• Scan and Index all documentation according to requirements
• Set administrative requirements and standards
• Facilitate and co-ordinate the new business process
Reporting:
• Maintain and report on new business activities (MOS)
• Performance and Development:
• Manage own performance and development.
• Live the Momentum values
COMPETENCIES REQUIRED
• Deciding and initiating action
• Working with people
• Adhering to principles
• Applying expertise and technology
• Planning and organizing
• Delivering results and meeting customer expectation
• Coping with pressures and setbacks
• Following instruction and procedure
EXPERIENCE AND QUALIFICATIONS
• Matric / Grade 12
• Minimum of 2 years Financial service industry experience; with particular interest in Investments.
WHERE YOU WILL WORK
The above-mentioned position is currently available in the Emerging Market department at our Momentum Retail business unit based at our office in Centurion.
• Maintain and report on new business activities (MOS)
• Performance and Development:
• Manage own performance and development.
• Live the Momentum values
COMPETENCIES REQUIRED
• Deciding and initiating action
• Working with people
• Adhering to principles
• Applying expertise and technology
• Planning and organizing
• Delivering results and meeting customer expectation
• Coping with pressures and setbacks
• Following instruction and procedure
EXPERIENCE AND QUALIFICATIONS
• Matric / Grade 12
• Minimum of 2 years Financial service industry experience; with particular interest in Investments.
WHERE YOU WILL WORK
The above-mentioned position is currently available in the Emerging Market department at our Momentum Retail business unit based at our office in Centurion.
How to apply for this:
Closing date:20-06-2018
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