Wednesday, 13 June 2018

Front Office Administrator - Momentum


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.

How to apply for this:


APPLY HERE

Closing date:20-06-2018

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