Agreements Trans Administrator at Momentum — Exciting Tempor

Agreements Trans Administrator Role Overview

Momentum is a leading financial services provider recognized for its entrepreneurial spirit and innovative culture since 1966. We focus on wealth creation, preservation, insurance, and income protection for our clients, leveraging our expertise in the South African retail insurance, savings, and investment markets.

The position of Agreements Trans Administrator is a temporary role situated in Johannesburg, Gauteng. The purpose of this role is to coordinate and support the daily operational functions within the area of responsibility by providing administrative assistance. The administrator will help ensure that the branch support area delivers a professional service to Financial Advisers and other stakeholders in alignment with Service Level Agreements and compliance requirements.

Key Responsibilities

• Internal Processes:
  • Manage the successful on-boarding and off-boarding of Sales Roles per Distribution Channel.
  • Handle incoming queries and manage SLAs by assigning, directing, and escalating queries as needed.
  • Report on operational activities to inform efficiencies.
  • Assist in the preparation of scheduled reports as required.
  • Reconcile and maintain supplier accounts to ensure good standing.
  • Establish and maintain filing systems for document storage and retrieval.
  • Create and maintain relevant databases for accurate record-keeping.
  • Operate electronic mail systems to coordinate internal communication and external correspondence.
  • Transfer intermediary client books following regulations.
  • Establish work procedures to manage daily activities efficiently.
• Client Management:
  • Provide expert advice to clients and stakeholders.
  • Build and maintain strong relationships with clients and stakeholders.
  • Make recommendations to enhance client service.
  • Contribute to a culture that fosters rewarding relationships and exceptional client service.
• People Development:
  • Create a positive work climate to energize employees and maximize productivity.
  • Contribute to best practices and continuous improvement.
  • Identify personal growth and development needs for training and advancement.
  • Effectively manage performance within the team to achieve business objectives.
  • Promote innovation and collaboration within the team.

Requirements

• Qualifications:
  • Grade 12/Matric
  • Relevant NQF 7 Business-related tertiary qualification
• Experience:
  • 1-2 years’ administration experience (essential)
  • Experience in the MDS Sales environment is an advantage
  • Proficient in Afrikaans and English (both written and verbal)
• Knowledge:
  • Familiarity with MS Office Suite (Word, Excel)
  • Knowledge of specific products, systems, processes, and procedures
  • Understanding of relevant regulatory and compliance requirements

Competencies

• Managing tasks effectively
• Producing high-quality output
• Meeting deadlines consistently
• Following procedures diligently
• Adopting practical approaches to tasks
• Checking and verifying information
• Making informed decisions
• Upholding standards of professionalism
• Working well in teams
• Maintaining a positive attitude
• Analyzing and examining information
• Demonstrating composure under pressure
• Documenting facts and processes

Please verify the legitimacy of this job advertisement on the Momentum career page before applying.

How to Apply

Applications close on 14 November 2026. Apply before the closing date to avoid missing this opportunity.