Administrator/Data Capturer

Introduction Through our client-facing brands Momentum Group, 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.

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

Role Purpose To capture data digitally, review data for accuracy and corrections needed.

Requirements

• Grade 12 or equivalent qualification - Essential
• 1 Year work experience, preferably experience in data capturing
• Knowledge of data capturing systems
• Knowledge of Microsoft office

Duties & Responsibilities INTERNAL PROCESS

• Arrange appointments for patients, and maintain the booking system.
• Effective and efficient data capture and processing of new business documentation by applying standards, protocols, and guidelines set.
• Follow up on new business outstanding requirements to ensure efficiency in the operational process.
• Liaise with customers with regard to any queries related to the new business process either telephonically or in writing.
• Effectively resolve any queries received.
• Adhere to organisational best practices and legislative requirements.
• Identify trends and training gaps.
• Identify risks to the company and escalate accordingly.
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Engage in appropriate training interventions to promote own professional development.
• Drive and support effective teamwork within the department.
• Demonstrate the company's values on a daily basis
• Validate data, compile and submit reports when required
• Check data completeness, consistency and verify relevant documentation by liaising with relevant stakeholders.
• Accurately create and maintain information in the applicable system(s) or databases within agree quality and time standards.
• Review data quality regularly and make recommendations to improve data quality.
• Scan and allocate all supporting documents
• Complete relevant documentation and submit to various stakeholders.

CLIENT SERVICES

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder..
• Deliver on service level agreements and 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
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers , clients 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 of driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
• Be self-confident, self-motivated, and relentlessly pursue targets and goals.

FINANCE

• Identify solutions to enhance cost-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.
• Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.

Competencies

• Examining Information
• Checking Things
• Producing Output
• Documenting Facts
• Following Procedures
• Meeting Timescales
• Managing Tasks