Location:
Centurion, Gauteng
Full Job Description
Introduction
Through our client-facing brands—Metropolitan and Momentum—as well as Multiply (our wellness and rewards program), and our specialist subsidiaries including Guardrisk and Eris Property Group, our group empowers individuals and businesses from all walks of life to achieve their financial goals and life dreams.
We assist people in growing their savings, protecting what matters most, and investing for the future. For businesses, we offer support in caring for and rewarding employees and members. Momentum Group delivers practical financial solutions via our adviser network, independent brokers, and modern digital platforms.
Visit us at: www.momentumgroupltd.co.za
Disclaimer: Applicants are encouraged to confirm the authenticity of this job advertisement by visiting our official careers page.
Role Purpose
To provide accurate and efficient administrative support for the onboarding of new business and benefit enhancements onto the Momentum Corporate operating system. This process supports effective retirement fund administration in compliance with legislative, industry, and business standards—ultimately enhancing the overall client experience.
Requirements
- Matric or equivalent relevant experience
- Minimum of 5 years related experience
- Experience in employee benefits is advantageous
- Prior installations experience is beneficial
- Familiarity with Orbit will be a plus
Key Responsibilities
- Compile, review, and validate data to ensure accurate input into the system
- Liaise with relevant stakeholders to gather required information and ensure timely scheme installations/benefit enhancements per SLA
- Accurately install new business and benefit updates in line with agreed timeframes
- Collaborate with internal and external parties for data confirmation, approval, and necessary changes
- Conduct initial reconciliations of newly installed schemes to facilitate contribution banking
- Ensure smooth handover to administration teams for a seamless client experience
- Manage personal work queues and associated admin processes related to installations
- Respond to client queries professionally, efficiently, and knowledgeably
- Work with the Administration Manager to coordinate internal and external service delivery
- Support the Administration Manager in promoting effective client service
- Identify, manage, and escalate potential risks
- Ensure system documentation is complete and accurate using available IT systems
- Maintain up-to-date product knowledge to address client concerns accurately
- Contribute to the development of service standards that ensure clients receive clear, timely, and accurate communication
- Suggest improvements to enhance client service and promote fair treatment
- Foster a culture focused on strong relationships, feedback, and excellent service
- Continuously grow expertise and apply knowledge in the role’s area of focus
- Positively manage and support organizational change
- Demonstrate a commitment to productivity, service excellence, and quality
- Take proactive steps toward personal career development
Core Competencies
- Strong written and verbal communication
- Excellent attention to detail
- Effective time management
- Client-focused approach
- Team player
- Proactive and self-driven
