Distribution Support Administrator – Johannesburg

About the role

Momentum Distribution Services is seeking a Distribution Support Administrator to provide fast, accurate administrative assistance to independent financial advisers (IFAs) and their practice staff in Johannesburg. The role ensures end‑to‑end handling of new business applications, supports sales processes and contributes to overall service quality.

Key responsibilities

• Process application forms, engage with IFAs and practice staff, and maintain up‑to‑date records in the activity manager system.
• Manage the sales pipeline, prepare quotes, and ensure compliance with internal and regulatory requirements.
• Provide training and support on digital tools such as Power BI and Campaign Master to advisers and practice teams.
• Identify and report process inefficiencies, system failures, and recommend enhancements to improve client experience.
• Collaborate with Business Consultants to update quotation status, pipeline business and support marketing calls.

Required profile

• Matric (Grade 12) required; NQF 6/7 in Office Administration, Business Management or Finance is advantageous.
• 5–8 years experience in the financial services industry, including 3–5 years in new‑business administration supporting financial advisers.
• Previous exposure to Momentum Distribution Services sales environment and insurance industry preferred.

Required skills

• Proficiency with Power BI for reporting and data analysis.
• Experience using Campaign Master or similar digital marketing tools.