Distribution Support Officer - Old Mutual

Job Description

• This role functions as a subject matter expert in a specific field of administration/product/process.
• Often acts as a point of escalation for matters with a higher level of complexity than those handled by Administration Specialists.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
• May act as a coach for Specialist Staff
• Often consulted for system enhancements.
• Could be accountable for major administration processes and the project management thereof (usually with an extended timeline in excess of a month).
• Strong support role to the BU Executive.

Responsibilities

Sales Opportunities Creation

• Interview allocated potential customers, using a standard sales script, to identify those that fit predefined criteria; invite them to make an appointment with a salesperson.

Document Preparation

• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

Receiving Visitors

• Receive visitors to the organization and assist with any basic requests for information, referring more complex matters to other colleagues as necessary.

Business Meetings/Events Arrangement

• Respond to requests for information about the availability of people or facilities to assist in arranging business meetings.

Product/Service Information

• Provide basic product/service information and respond to basic customer questions about the product/service.

Administration

• Conduct data entry into company systems, and file information using established procedures to ensure information is accurate and accessible.

Operational Compliance

• Follow a straightforward mandatory procedure to ensure that work is carried out to the required quality standards and/or to adhere to external regulatory and internal codes of conduct.

Personal Capability Building

• Participate in assessment and development planning activities, as well as formal and informal training and coaching, to develop and maintain excellent skills.

Documentation Processing:

• Functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
• Advises on system enhancements and testing
• Coaches specialist staff (if required)

Personal Effectiveness:

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Quality Assurance:

• Performs quality checks on own work
• Adheres to service and quality standards.

Supports the sales and distribution team in carrying out administrative activities within the sales and distribution department.

Skills

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Plans and Aligns
• Tech Savvy