Momentum Estate Plan Administrator

Introduction 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 Purpose Accurately capture data in order to support the department and processing all the administrative tasks according to agreed standards and turnaround times.

Requirements Grade 12

1-2 Years experience in administration or related position.

Proficiency in data capturing and typing.

Duties & Responsibilities****Internal Process

• Accurately update and check new business documentation align with business process and legislative requirements.

• Follow up on outstanding information and documentation to complete application.

• Verify and validate legal documentation to ensure accuracy and compliance

• Confirm banking details with financial institutions to ensure correctness and active status

• FICA – Conduct FICA compliance checks across all cases in accordance with regulatory requirements and world checks

• Review and verify compliance-related documentation to meet internal and external standards

• Accepting and processing medical underwriting cases in line with company policies

• Collate, compile and distribute documents to the required standards within defined time-frames.

• Ensure systems are kept in order and easily accessible.

• Maintain and control an effective office administration system.

• Attend to all calls and escalation queries in order to provide an excellent client experience

• Accurately finalize client complaints and queries to the relevant department.

• Respond to all client emails with clear, accurate, and detailed information.

• Accurately finalize all escalation mails from clients, brokers and branch managers

• Distribute documentation to the relevant stakeholder within the agreed timeframes.

• Providing feedback of trends and practices and POPIA breaches in the compliance requirement of business submitted.

• Improve, implement and maintain standardised new business processes and procedures.

• Ensure that all service level agreements are adhered to.

• Screen incoming calls and efficiently route them to the appropriate departments or parties when outside the scope of this department

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.

• 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.

• Deliver on service level agreements and with clients, 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, 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 for 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.

Competencies Attention to detail

Communication skills

Planning and Organising skills

Analytical Skills

Time management