Job Description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeEffective execution ofretirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.
Requirements

• Matric or equivalent (Mathematics and/or Accounting)
• 2 - 3 Years' experience in a Financial Services Administration environment
• 1 - 2 Years' experience in Employee Benefits

Duties & ResponsibilitiesINTERNAL PROCESS

• Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
• Dealing with client requests in a competent, efficient and professional manner.
• Answering calls from members and service providers to confirm benefits and assist with queries.
• Provide a first call resolution for resolving member and service provider queries.
• Taking ownership of complaints and ensuring they are resolved timeously and effectively.
• Capture data accurately on relevant systems according to Service Level Agreements.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• File and maintain all relevant documentation, enabling ease of access by team members.
• In conjunction with the Administration Manager be accountable for the co-ordination of service delivery both internally and externally.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to all relevant legislative/compliance requirements.
• Identify and report process and system failures and enhancements to improve client experience.

CLIENT

• Provide authoritative expertise to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order 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.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities to enhancecost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

• Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems
• Team Working: Works participatively with others is democratic and encourages teamcontributions collaboratively involves others in decision making
• Meeting Time scales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks
• Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed
• Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes
• Managing Tasks: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks
• Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi-tasking to produce output
• Taking Action: Takes action tomake things happen uses initiativeto start things up shows drive andinvests personal energy.
• Telephone Etiquette: Good telephone manner with a clear speaking voice
• Communication skills and ability to build report with the customer (professional and courteous)

Momentum