Location: Pretoria, Gauteng
Job Title: Distribution Support Administrator (DSA)
Company Overview:
Momentum, a trusted financial services provider since 1966, is known for its innovative and entrepreneurial culture. Our mission is to create and protect wealth, offering insurance, savings, and investment solutions tailored to our clients’ needs.
Note to Applicants:
To verify the authenticity of this vacancy, please refer to Momentum’s official careers portal.
Role Purpose:
The Distribution Support Administrator is responsible for delivering accurate, prompt administrative support to Independent Financial Advisers (IFAs), their staff, and Momentum consultants. This role plays a vital part in ensuring operational efficiency and seamless service delivery.
Minimum Requirements
Qualifications:
- A qualification in Office Administration or a Business-related field (Degree or NQF Level 7)
Experience:
- 1–2 years’ experience in the financial services industry (essential)
- Insurance industry background (advantageous)
- Experience within the Momentum Distribution Services (MDS) Sales environment (beneficial)
Key Responsibilities
Sales and Service Support
- Manage the end-to-end process of new business applications with minimal revisions.
- Prepare and submit quotes and relevant documentation in line with compliance requirements.
- Ensure applications are processed efficiently, logged, and tracked using internal systems.
- Maintain accurate and up-to-date records within activity management platforms.
- Actively manage the new business pipeline, ensuring timely follow-ups and resolution of outstanding requirements.
- Support consultants with relevant reports, updates on pipeline business, and meeting preparation.
- Provide training and support to IFAs and their staff on digital tools such as Power BI and Campaign Master.
- Serve as a primary contact for digital platform navigation support.
- Escalate system or process issues appropriately and suggest enhancements to improve client experience.
- Deliver excellent turnaround time and service standards during escalations and complex case resolutions.
Stakeholder Engagement
- Build and maintain professional relationships with internal and external stakeholders.
- Support IFAs and consultants with relevant business insights and regular updates.
- Provide professional service aligned with Momentum’s client service standards and ethical principles.
- Share feedback and recommendations to improve service delivery and fair client treatment.
- Represent the business with professionalism during all engagements.
Collaboration & Personal Development
- Work collaboratively with peers and cross-functional teams.
- Embrace change and contribute positively to new initiatives.
- Proactively develop professional and industry knowledge.
- Drive innovation by sharing and implementing ideas that enhance processes.
Operational Efficiency & Risk Management
- Identify opportunities to improve operational efficiency.
- Responsibly manage company resources.
- Participate in identifying and communicating potential risks within your area of control.
Key Competencies
- Relating & Networking: Builds strong relationships and professional networks; connects easily with people across all levels.
- Planning & Organizing: Effectively plans and executes tasks, anticipates changes, and meets deadlines.
- Resilience: Performs well under pressure, manages stress, and responds constructively to feedback.
- Goal-Oriented: Committed to achieving results, pursuing professional growth, and taking ownership of responsibilities.
- Following Procedures: Adheres to processes, policies, and organizational standards with discipline and consistency.
- Integrity & Values: Upholds ethical standards, fosters diversity, and encourages corporate responsibility.
- Teamwork: Fosters collaboration, shows empathy, and contributes to a supportive work environment.
- Communication: Communicates clearly and effectively, both in writing and verbally, using appropriate tone and language for different audiences.
This role offers an opportunity to be part of a forward-thinking team that prioritizes client satisfaction, operational excellence, and continuous growth. If you are detail-oriented, service-driven, and passionate about supporting a dynamic sales environment, we encourage you to apply
