New Business Senior Administrator
Momentum Corporate
11.2017 - 06.2025
- Managed team mailbox and attendance to emails within 100% SLA
- Managed tight deadlines
- Ownership and resolution to escalation queries
- Delegated tasks, monitored compliance and implemented performance improvement plans
- Allocation and fair distribution of work to team members
- AML Compliance, testing KYC system
- Monitored client accounts for adherence to investment mandates, ensuring compliance with internal policies and financial regulations
- Performed reconciliations of scheme recons, resolving discrepancies promptly to maintain data integrity and prepare accurate client reports
- Acted as a key point of contact between clients, investment managers, and internal teams (legal, compliance, finance) to address inquiries and onboard new clients with account setup
- Team monthly reporting , creation of new reports, align current reports as per new requirements
- Identified opportunities to streamline investment workflows, implementing best practices that reduced operational risks and enhanced system efficiencies
- Develop documents, and updates procedures for managing, tracking, and reporting e.g. creating and updating SC/QC checklists
- Agenda preparation and minute taking of meetings
- Creation of presentations and presentations online or in person
- File all signed documents in repository.
- Kept office operations running smoothly by providing effective leadership and administrative skills
- Served as a key point of contact between management and employees, addressing concerns promptly and professionally to maintain a positive work environment
- Assisted in the recruitment process by screening resumes, conducting interviews, and making hiring recommendations based on candidate qualifications
- Prepare and assist with on-boarding of new staff
- Evaluated customer needs and feedback to drive product and service improvements
- Assist investigations to respond to queries by checking if the scheme installations, investment portfolio setup and benefit changes are processed according to the signed instruction
- Reduced operational costs and mitigate risk by identifying areas for improvement and implementing cost-saving measures across the organization resulting in 80% gains
- Improvements for best practice on how to improve processes and procedures to improve quality, correctness, meet service level agreements and compliance to business requirements
- Projects, managed large-scale events from planing to ensuring smooth execution and positive experiences for employees within budget.
- Co-ordination and administration, following up on outstanding project action items, status reporting, designing and updating of project templates
- Update and monitor project budgets.
- Update and monitor Project risks, issues and action Items.
- Perform reconciliation against purchase order and payment milestones based on received invoice and follow up on payments.