Service & Processing Administrator-MMI Holdings

🗏Job Type

Full Time

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Service & Processing Administrator (#25786) at MMI Holdings

MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through several client-facing brands including Metropolitan and Momentum, South Africa’s number one cell captive insurer Guardrisk and wellness & rewards programme Multiply. MMI operates on the African continent, United Kingdom, and India through a direct presence, strategic partnerships and joint ventures.

MMI’s purpose is to improve the lifetime Financial Wellness of people, their communities and their businesses. Financial Wellness is a continuous process of planning and management for individuals, households and businesses, with the aim of affording expenses and achieving goals over one’s lifetime. Our promise to our clients is to be their Financial Wellness partner over this life-long journey, using our expertise and solutions to help them develop and reach their goals. Visit us at www.mmiholdings.co.za.

ROLE PURPOSE

To successfully and accurately administer and manage the administration of all processes on the METCVP (Metropolitan Client Value Proposition) platform, and to engage with the client in an effective, efficient and client centric manner in order to resolve and respond to enquiries timeously to create a positive client experience. Manage the full value chain and end to end processes on the platform.

RESPONSIBILITIES AND WORK OUTPUTS

To accurately and timeously process all administrative instructions i.e.(Cool off instruction with and without refunds, Change of recurring investment details, Full & partial withdrawals, New recurring investments, Change of payment methods, Unpaid debit orders, Add & change AIM annual increase, Update or add Beneficiaries, Change goal dates, Switches and Change of contract status).
Processing monthly distribution allocations and associated tasks and processes.
Overall administration aspects.
To ensure turnaround times are met and exceeded.
Provide service excellence to external and internal clients.
Timeous and professional communication to various parties.
Checking and ensuring the accuracy of information integrity on the Platform.
Managing work routed via AWD / BPM workflow system and Jira workflow within agreed timelines.
Manage the full value chain, end to end of all tasks.

COMPETENCIES REQUIRED

Accountability
Teamwork
Mathematical and Calculation skills
Aptitude for figures
Analytical skills
Proficiency in MS Excel and Word
Interpersonal skills
Written and Verbal Communication
Strong Service Orientation
Accuracy
Planning and prioritizing
Attention to detail
High Stress Tolerance
Flexibility
Ability to execute a variety of functions within an investment administrative environment

EXPERIENCE AND QUALIFICATIONS

Matric.
Academic qualification (BCOM degree) will be an advantage.
Minimum of 5 years relevant investment administration experience will be an advantage.
Client service and Bulk administration experience will be an added advantage.
Knowledge of Insurance and Investment products will be a distinct advantage.



Apply Here http://bit.ly/2wW7vzj

Job id : , #72671, 26 views,

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