Vacancies at Momentum Metropolitan Holdings Limited

Requirements
Qualifications:

• Grade 12, Matric (Essential)
• Relevant NQF 7 Bachelor’s degree

Experience:

• 2 - 3 years’ experience in the financial services industry (Essential)
• Of which 1 - 2 years’ must be of people management experience (Essential)
• Insurance industry experience (Preferred)
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal) - Essential
• Proficient in Afrikaans (both written and verbal) - Advantage

Duties & Responsibilities

Protection of Business and General Operations:

• Successful management of capturing process
• Manage general operations and infrastructure including but not limited to:
• Optimal connectivity
• 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,
• Treat Customers Fairly (TCF), POPIA, 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, conjunction with the product houses.
• Ensure all required reporting is completed accurately on a daily, weekly and monthly basis.
• Monitor and evaluate the new business capturing administrative processes for quality and effectiveness and adjust as required.
• Review performance targets in line with business objectives and realities to ensure optimal performance is maintained.
• Create, implement and ensure compliance to the relevant Service Level Agreements (SLAs).
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Adhere to Way of work document.

Partner with Sales Team with a view on Sales Creation:

• Maintain meaningful business relationships with all stakeholders
• 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.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Make recommendations to improve stakeholder service and fair treatment of clients within area of responsibility.

Culture Leader:

• Architect and enforcer of the culture , performance and capability requirements
• 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:
• Recognition - MDS Elite Programme
• Performance Excellence - lead and engage with employees on set team goals through authentic performance conversations with employees
• Employee Engagement and morale of employees.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Positively influence and participate in change initiatives

Cost Effectiveness:

• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy (curtailing and minimizing potential losses)
• 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
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect

Knowledge:

• Extensive financial services industry knowledge (Essential)
• Knowledge of FA practices (Advantage)
• Reasonable knowledge of business-related rules, legislation, regulations and, compliance requirements (Advantage)

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Requirements

• Relevant degree (Finance, accounting, IT or equivalent).
• Minimum 5 years’ experience in a Linked Investments/Financial Services Provider environment.
• 5 years Business Analysis experience and/or Process Improvement experience.
• Business Analyst, Process Improvement specialist or Finance professional with experience in process improvement.
• Experience working in an Agile software development environment.
• Demonstrable experience working with multiple stakeholders to obtain an understanding of business processes.
• Demonstrable ability to operate independent, efficient, and effective in a chaotic, high transaction volume and sometimes extremely complex environment.
• Knowledge of business process mapping systems such as Visio and Blueprint.
• Other standard systems such as Microsoft Word and PowerPoint.

Duties & Responsibilities

Gathering requirements

• Responsible for detailed business analysis - Stakeholder engagement via workshop facilitation, meetings, research and interviews to elicit and understand business requirements for major finance related projects and change requests.
• Gain and apply understanding of the business in which we operate and the future domains in which we have the ambition to operate.
• Conduct thorough analysis of proposed technology solutions using investigative and information-gathering skills to highlight the impact of solutions on business processes and systems.
• Collaborating with cross functional teams, including IT professionals, other business analysts, and finance professionals to deliver effective solutions.y

Data analysis

• Ability to write and interpret data queries.
• Analise large data sets and understand the granular detail as part of the analysis phase and subsequent solution invention process.
• Ability to use tools like Qliview / PowerBI / Excel, SQL, Databases etc. to analyse data and develop solutions.

Process improvement

• Create visual representations of current and future processes, helping to identify areas for improvement and optimisation.
• Conducting professional process workshops with business and technology stakeholders to gather information and identify risks.
• Identifying, developing, and implementing necessary process improvements for key initiatives.
• Creating and implementing process metrics, reports, and control points (Track , monitor and measure projects implemented)
• Proactively identifying and carrying out root cause analysis of the problem.
• Logically and accurately map business process steps according to defined standards and maintain existing refinery processes and documentation.
• Collaborating with other stakeholders to ensure achievement of project goals
• Driving process adoption & compliance with finance end users.
• Keeping a systematic approach to coordinating and managing process and system change definitions and implementations.
• Application of industry related methodologies and frameworks such as design thinking
• Contribute to project planning, risk mitigation and scope management of key initiatives and other projects where involved in.

Problem Solving

• Identify and address business problems and challenges by proposing effective solutions
• Support the Finance Solutions Architect to understand the impact of Change Initiatives, own specific outcomes and independently deliver on these outcomes.
• Participate in the design of financial systems and applications, ensuring they align with business goals and technical requirements.

Feasibility analysis

• Assess the feasibility of proposed projects or solutions, considering factors like cost, resources and technical constraints.
• Support the business to identify and mitigate risks associated with financial systems and processes where required (such as exchange control and other legislative requirements).

Testing and validation

• Support user acceptance testing and creating of training material.

Change management

• Assist in managing organisational change that result from the implementation of new processes and systems, including training and support.

Continuous improvement

• Monitor and evaluate the performance of implemented solutions, recommending adjustments and improvements where needed.
• Diagnosing issues and identifying opportunities for creating added value within current finance process.
• Improve efficiencies by reviewing assigned business processes to identify and address operational, financial and technology risk.

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Requirements

Qualifications:

• Grade 12/Matric/NQF4
• Bcom related qualification
• Knowledge of JSE & eCube
• Forex trading

Experience:

• 3-5 years’ experience in payments
• 3-5 years’ experience in Forex trading and settlements
• Financial Markets Knowledge / stockbroking knowledge
• Minimum 1 years’ experience working with BDA & eCube

Knowledge:

• Demonstrated knowledge of customer service principles and practices
• Proficiency in Microsoft: Windows, Word, Power Point, Excel

Duties & Responsibilities

Efficient Payments administration support

• Processes payments of transactions in accordance with set procedures in a timeous manner
• Ensure correct banking details are used when processing payments
• Works closely with the senior payment administrator to Identify improved ways to work to minimize risks
• Overview preparation of department schedules where applicable
• Effective relationship and SLAs with internal and external stakeholders and service providers
• Process ad hoc requests and maintain good client and interdepartmental relations
• Keep track of any reconciling items daily checks on all banks to BDA
• Overview preparation of department schedules where applicable
• Ensure timeous payments of transactions in accordance with set procedures
• Assist back office manager with authorisation of payment processes

Forex  trading and settlements

• Liaise with the bank as the authorised dealer to ensure settlements of currency trades
• Action all FX trades daily.
• Daily - check & release FX trades
• Check that all daily FX settlements are received/paid in the bank.
• Check that all daily FX settlements are correctly captured in bda.
• Authorise release in BDA.
• When necessary, prepare letter/Bop form for Non-resident client payment request.

go to method of application »

Requirements

Qualifications:

• Grade 12, Matric (Essential)
• Office/Business administration qualification NQF 7/ bachelor’s degree

Experience:

• 1-2 Year experience in the financial services industry (essential)
• Capturing experience will be an advantage
• MS Word, Excel, and Outlook
• Internal MMI systems & processes (preferred)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal).

Duties & Responsibilities

Internal Processes: Sales and Service Experience:

• Ensure accurate capturing of information obtained in application forms and supporting documentation for Investo and Myriad products.
• Understanding of end-to-end capturing systems capabilities across product lines
• Send outstanding requirements to the MDS Channel via workflow systems (AS400)
• Accept new Investo cases in line with process upon receipts of all outstanding requirements online of business systems.
• Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
• Identify financial and business-related risks to the company and escalate in line with the respective process.
• Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter)
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Ensure all new business applications are correctly captured, recorded, and kept up to date on daily stats spreadsheet hosted on MS Teams.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Adhere to the way of work rules/document

Client Advisor: Stakeholder Engagement:

• Ensure all internal and external engagements are conducted in a professional manner
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Maintain meaningful business relationships with all stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service

Culture and Personal Development:

• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development
• Positively influence and participate in change initiatives.

Finance: Business Efficiencies and Effectiveness:

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

go to method of application »

Requirements

Qualifications:

• Grade 12, Matric (Essential)
• Office/Business administration qualification NQF 7/ bachelor’s degree

Experience:

• 1-2 Year experience in the financial services industry (essential)
• Capturing experience will be an advantage
• MS Word, Excel, and Outlook
• Internal MMI systems & processes (preferred)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal).

Duties & Responsibilities

Internal Processes: Sales and Service Experience:

• Ensure accurate capturing of information obtained in application forms and supporting documentation for Investo and Myriad products.
• Understanding of end-to-end capturing systems capabilities across product lines
• Send outstanding requirements to the MDS Channel via workflow systems (AS400)
• Accept new Investo cases in line with process upon receipts of all outstanding requirements online of business systems.
• Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
• Identify financial and business-related risks to the company and escalate in line with the respective process.
• Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter)
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Ensure all new business applications are correctly captured, recorded, and kept up to date on daily stats spreadsheet hosted on MS Teams.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Adhere to the way of work rules/document

Client Advisor: Stakeholder Engagement:

• Ensure all internal and external engagements are conducted in a professional manner
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Maintain meaningful business relationships with all stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service

Culture and Personal Development:

• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development
• Positively influence and participate in change initiatives.

Finance: Business Efficiencies and Effectiveness:

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.