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.
Role Purpose
The Distribution Support Manager (DSM) supports the Momentum Distribution Services (MDS) distribution support admin team by organising and co-ordinating office administration and procedures, in order to ensure organisational effectiveness and efficiency through world-class leadership of the administrative team.
Requirements
Qualifications
Grade 12/Matric
Relevant NQF 7 business related tertiary level qualification
Experience:
Proven minimum of two years' office management experience in financial service industry,
Experience within the MDS Sales environment will be an advantage,
Proficient in Afrikaans and English (both written and verbal).
Valid driver license.
Knowledge:
Extensive financial services industry knowledge.
Knowledge of administrative policies, procedures and processes.
Knowledge of business-related rules, legislation and regulations.
Knowledge of relevant regulatory and compliance requirements.
Duties & Responsibilities
Internal Processes
Successful management of new business process
Manage general operations and infrastructure including but not limited to:
Lease management including being concept driver of the branch of the future o Optimal connectivity o Security and safety of People
Accurate reporting, measure results to continuously improve delivery.
Daily workflow management and effective resource planning, identification of service failures and problem resolution.
Manage the implementation of standard operating procedures and uphold good quality and service standards.
Manage business efficiency through the management and optimisation of people, processes, systems and technology.
Implement and monitor the application of good governance principles,
o Treat Customers Fairly (TCF), o POPIA, o FICAA principles and any other legislative compliance requirements.
Manage escalation process to resolution and identify and fix process inefficiencies.
Responsible for all area specific training and events which includes RSVP
Administrative support to Regional Sales Manager
Responsible for all system, process and technology training requirements for all internal and external stakeholders (ability to train)
Execution of panel management has to be aligned with our Game plan credo and it expected that person understands the impact of linkage changes
Adhere to Way of work document
Client
Maintain meaningful business relationships with all stakeholders
Independent Financial Advisor (IFA) contract management process and maintenance
Create and enhance brand visibility in the IFA practices
Manage and record client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
Know IFA practice and productive status level
Understanding the role and requirement of the client in the IFA practice
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
People
Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values. (Game Plan Credo & Partnership Model)
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, high performance and cohesiveness.
Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
Effectively manage performance within the team in order to ensure business objectives are achieved.
Encourage innovation, change agility and collaboration within the team.
Management and implementation of employee orientated processes:
o Recognition - MDS Elite Programme programme o Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees o Employee Engagement and morale of employees o Employee wellness Finance
Control the budget for area of responsibility, including the timeous processing of expenditures and implementation of financial regulations within budget constraints
Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy (curtailing and minimizing potential losses)
Recording of IFA expenditure on the conflict of interest record keeping tool
Provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
Adhere to risk management, governance and compliance policies in own area, to identify and manage governance and risk exposure liability.
Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
Competencies:
Brand Ambassadorship
Attention to detail
Self-starter
Leading and supervising,
Business acumen
Professional standards
Relating and networking (building rapport and relationships)
Change management
Stress tolerance
Flawless and effective communication (written and oral)
Delivering results and meeting stakeholder expectations
Teamwork and collaboration
Skills:
Presentation skills
Influencing skills
Planning and organising skills
Communication skills
Interpersonal skills
Technology savvy
Ability to work virtually under the current pandemic
Microsoft Office skills
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