Job Description

Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements

Qualifications:

Office administration qualification or Business related (Degree/NQF 7)


Experience:



1-2 Year experience in financial service (essential)
Insurance industry experience (preferred)
Experience within the MDS Sales environment will be an advantage.

Duties & Responsibilities

Qualifications:

Office administration qualification or Business related (Degree/NQF 7)


Experience:



1-2 Year experience in financial service (essential)
Insurance industry experience (preferred)
Experience within the MDS Sales environment will be an advantage.

Competencies

Relating and Networking

: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.

Planning and Organising

: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.

Coping with Pressures and Setbacks

: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.

Achieving Personal Work Goals and Objectives

: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.

Following Instructions and Procedures

: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.

Adhering to Principles and Values

: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.

Working with People

: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses. *

Writing and Reporting:

Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.