Job Opportunities at Momentum Metropolitan Holdings Limited

Role Purpose    

• To ensure the accurate, complete and efficient processing of financial transactions including strict adherence to financial administration processes.

Requirements    

• Matric with Accounting
• Diploma in Financial Accounting would be an added advantage
• Minimum of 3 years relevant experience
• Computer literature (Outlook, Excel, Word etc.)

Duties & Responsibilities    

• Process payment/Journal requests and Filing of documents;
• Processing bank entries into application system
• Assist in the preparation of cashbooks;
• Assistance to the accounting function;
• Registering new debtor accounts and maintaining debtor account maintenance
• Activate prospects to customers and issue invoices, credit notes, pro formats and quotes
• Maintaining contractual billing maintenance
• Issuing contractual billing and submitting
• Attend to client queries and vendor applications
• Run statements for customers
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback
• Develop and maintain productive and collaborative working relationships with peers and stakeholders

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Growing Talent

Closing Date    
2023/03/17

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Role Purpose    

• Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements    
Requirements of the Job

Qualifications:

• Matric or equivalent NQF Level 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience

• 3-5 years’ working experience in the insurance industry environment
• A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
• Class of Business 3 and 7 (Preferable)

Skills and Knowledge:

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management
• Other requirements

Driver’s license and own vehicle

Duties & Responsibilities    
INTERNAL PROCESS

• Managing a team of Financial Advisors
• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies, and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• 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 provide 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.
• Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
• Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.

FINANCE

• Give input into the budget for area and implementation of financial regulations.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    
Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration  
• Self-Awareness and Insight

Closing Date    
2023/03/31

go to method of application »

Role Purpose    

• Processing of internal and external Investment corrections, as well as technical product support across Investment platforms. Process corrections/adjustments 100% accurately and ensure it is done within prescribed SLA, Corrections/Adjustments are checked by risk, commissions support and finance and the correct process has been followed on Jira, gemstone, BPM, Lighthouse. Participation in Projects/Reporting, Enhancement of Wealth System Active participation in system development and automation projects/reporting Ad Hoc & Continuous Projects/Reporting New & Old.  Monitoring and analysis of data/reporting to optimize processes and way of work.

The successful candidate may be expected to work hours that align with our international business as well as on some South African public holidays.

Requirements    

• Relevant tertiary qualification, preferably Actuarial Sciences or equivelant.
• Investment management/ statistics /mathematics (advantageous).
• Minimum of four years relevant investment administration experience.
• Extensive product - and tax impact knowledge essential.
• Microsoft Office / Excel (advanced) / Word, Outlook, PowerPoint (intermediate).

Duties & Responsibilities    

• Operational | Day-to-day legendary service delivery | 80% of time focus | Enable legendary service delivery of the highest quality within your area of responsibility

With us it is personal and so we will require you to:

• Receiving, investigating, and correcting errors on individual investments or on bulk level (unit adjustments, tax calculations, rebalancing and restructuring of multi-manager funds, price corrections and commission corrections).
• Effective and efficient communication of analysis, to relevant stakeholders.
• Complete monthly root cause analysis for distribution to relevant stakeholders.
• Collaboration between administration platforms, product development teams and IT to make sure that recurring errors are addressed.
• Evaluation of current process and suggestions on process efficiencies in line with business objectives.
• Collaboration within the technical team to ensure that all requests are effectively resolved within service level agreements.
• Transferring of and assisting with technical knowledge within the technical team and key role players (Marketing, Legal, Learning and Development, Tax, etc.).
• Process all daily tasks accurately and within the agreed SLA (Alterations, Service Queries, Broker License Queries, General system Queries & Processes Documentation) Support Teams in Problem Solving and Resolve Queries (Escalations, Operational Support, Commissions Support, Technical Team & Corrections, Wealth Service & Other Product Houses for Clients or Brokers who have Wealth Contracts (STI, Investo, Myriad & Annuities).
• Systems & Projects (Strategic Objectives).
• Participation in Projects, Enhancement of Wealth System Active participation in system development and automation projects Ad Hoc & Continuous Projects New & Old (Monthly P&L Incidents Report & Escalations, Fees, Corrections/Fixes, Adjustments).
• Process (Operational Objectives).

Competencies    

• Business acumen | Understands how the business operates, what the key issues and risks are that drives business success, and how they impact on the commercial viability of potential ventures and the profitability of the commercial viability of potential ventures and the profitability of the Group. 
• Client/Stakeholder commitment | Anticipates, meets, and exceeds Stakeholders needs by creating long lasting relationships that support the client value proposition, supports their financial wellness, and ensures client centricity.
• Drive for results | Drive a sense of urgency, focus, accountability, agility, and execution to deliver business results.
• Leads change and innovation | Actively leads change, does what is right for the business and drives continuous improvement through innovation.
• Collaboration | Prioritizes the business interests of Momentum Metropolitan and invests in the success of the Group by aligning effort across divisions.
• Impact and influence | Persuade, convinces, influences, and inspires others, both within Momentum Metropolitan and externally to win support, loyalty, and gain commitment to the purpose of the Group.
• Self-awareness and insight | Manage self and relationships with others effectively and provides perspective in difficult situations.
• Diversity and inclusiveness | Are sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.