Momentum: Broker Administrator

Company: Momentum Group

Location: South Africa

Closing Date: 21 March 2026

Introduction

Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the 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.

Role Purpose

To ensure accurate and efficient support services are provided to the company sales and third party distribution sales commission departments.Requirements

• Matric
• Minimum of 1 to 2 years relevant experience 
• Healthcare experience
• Knowledge of relevant legislation (e.g. Medical Schemes Act 98)
• General understanding of contract management
• General understanding and knowledge of financial, accounting, and bookkeeping principles
• General understanding of corporate governance and risk management obligations
• General understanding of audit requirements and the application thereof
• Knowledge of relevant legislative parties (e.g., Council for Medical Schemes, Financial Sector Conduct Authority – FSCA)

Duties & Responsibilities

PROCESS

• Address all queries missing and/or inconsistent data with source document author and ensures resolution.
• Adhere to policies and procedures and take corrective action where necessary.
• Ensure all risks are mitigated and escalated where necessary.
• Verify all rejected transactions and take necessary corrective action for the flow of funds to take place. 
• Adhere to all procedures and processes to improve service delivery.
• Ensure Service Level Agreements are met and exceeded.
• Drive and support effective teamwork within the department.
• Engage in appropriate training interventions to promote own professional development.
• Ensure to demonstrate the company’s values on a daily basis.
• Identify expiries and check for updates to be done timeously in order to ensure that funds can flow.
• Verify allocated transactions and do necessary adjustments to source where required.

Competencies

• Account reconciliation skills
• Administrative skills
• Analytical skills
• Business process improvement skills
• Communication skills (written and verbal)
• Microsoft skills (Excel & Outlook)
• Database management system skills (Oracle)
• Data entry skills
• Error checking skills
• Typing skills