Agreements Support Administrator – High-Paying Financial Services Job
Closing Date: 15 February 2025
Reference Number: MMH250210-3
Position Type: Temporary
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: None
Location: Centurion, Gauteng, South Africa
About Momentum
Momentum, a leading financial services provider since 1966, is known for its entrepreneurial spirit and innovative culture. We specialize in wealth creation and preservation, insurance, and income protection solutions. Our deep understanding of the retail insurance, savings, and investment markets allows us to offer customized financial solutions for our clients. Learn more at www.momentummetropolitan.co.za.
Role Purpose
Momentum Distribution Services is seeking a detail-oriented Agreements Support Administrator to provide administrative assistance and operational coordination. This role supports Financial Advisers and internal teams to ensure seamless onboarding, record management, and compliance with industry regulations.
Minimum Requirements
- Grade 12 / Matric (Essential)
- Office/Business Administration Qualification (NQF 7 / Bachelor’s Degree preferred)
- 1-2 years’ experience in the financial services industry (Essential)
- Experience with data capturing (Advantageous)
- Proficiency in MS Word, Excel, and Outlook
- Insurance industry experience preferred
- Familiarity with internal MMI systems & processes (Advantageous)
Key Responsibilities
Operational Support & Administration
- Manage onboarding and offboarding of sales roles within the distribution channel.
- Handle incoming queries and direct them accordingly to meet Service Level Agreements (SLAs).
- Maintain and reconcile supplier accounts and records to ensure compliance.
- Assist in preparing reports and maintaining accurate filing systems.
- Ensure intermediary client books are transferred according to regulations.
- Organize internal correspondence and manage electronic mail systems efficiently.
Client & Stakeholder Engagement
- Provide expert advice and support to Financial Advisers and stakeholders.
- Build and maintain strong client relationships to enhance service delivery.
- Identify opportunities to improve client service and operational efficiency.
Team & Culture Development
- Foster a positive and productive work environment.
- Support a culture of continuous learning, development, and teamwork.
- Manage personal growth and contribute to team innovation and collaboration.
Key Competencies & Skills
- Strong organizational & planning skills
- Ability to work under pressure & meet deadlines
- Excellent written & verbal communication
- Detail-oriented with a focus on accuracy
- Proactive problem-solving ability
- Commitment to following policies & compliance regulations
Why Join Momentum?
- Competitive salary with high-paying financial services job opportunities
- Exposure to leading sales and financial administration processes
- Work with top professionals in financial advisory services
- Career growth and professional development in one of South Africa’s leading financial institutions
Employment Equity Commitment
Momentum is an Equal Opportunity Employer committed to Employment Equity. We encourage applicants from all backgrounds, including candidates with disabilities, to apply.
Apply Now & Take Your Career to the Next Level with Momentum!
