Junior Institutional Operations Specialist

Introduction Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose The role will support the Institutional Operations Administration team. This role is to handle administrative tasks such as processing transactions, maintaining records and ensuring compliance with regulations.

Requirements

• BCom Degree in Finance (Accounting), Business Administration, Investments or related field.

• Financial Market Dip would be advantageous

• 1 – 2 years' experience in finance industry, preferably in operational environment

• Excel skills

Duties & Responsibilities Operational Support:

• Accurately process and settle a variety of investment transactions, including trades, transfers, and payments.

• Maintain and update records of all transactions and client accounts, ensuring data integrity and compliance with regulatory requirements.

• Assist in resolving client inquiries and issues related to transactions and account management, providing timely and professional responses.

• Prepare and distribute regular reports on transaction activities, account statuses, and other relevant metrics to internal stakeholders.

• Ensure all activities comply with internal policies, industry regulations, and best practices.

• Assist in the administration of Direct Properties and other off-market investments such as Reinsurance agreements

• Perform cash and scrip reconciliation clearance

• Support the administration of listed derivatives

• Participate in change initiatives and projects

• Provide transition support for new processes and systems

• Translate business requirements into workable processes and controls

Client Engagement:

• Build and maintain relationships with clients and internal and external stakeholders

• Deliver on service level agreements to ensure client expectations are managed

• Make recommendations to improve client service and fair treatment of clients within area of responsibility

• Contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

Self-management and teamwork:

• Develop and maintain productive and collaborative working relationships with peers and stakeholders

• Positively influence and actively participate in change initiatives and project delivery

• Continuously develop own expertise in terms of professional, industry and legislation knowledge

• Demonstrate commitment and dedication in support of organizational values.

• Understand and manage own deadlines and deliverables

Competencies

• Business Acumen

• Customer/ Stakeholder Commitment

• Drive for Results

• Leads Change and Innovation

• Collaboration

• Impact and Influence

• Self-Awareness and Insight

• Diversity and Inclusiveness