Fixed Term Contract [6 months] - Administration Assistant - Sandton at Sanlam Private Wealth

Job description

Position Details

Position Description Key Responsibilities

• Data capturing
• Account opening
• Filing
• Running morning reports
• Scanning and general printing
• Preparing briefing documents for marketing
• Office inventory order management
• Answering telephones and routing calls
• Processing journals and scrip transfers
• Ad hoc projects from Branch manager and branch admin manager

Minimum Requirements

• An industry related qualification would be an advantage (with Finance / Accounts)
• Matric (Maths/ Accounting an advantage)
• Knowledge of BDA would be an advantage
• Basic understanding of how to deal with Private Clients preferable
• 2 - 3 Years’ experience within a financial services industry is essential

Competencies

• Technical Competencies

Knowledge of BDA would be an advantage

• Proficient in MS Office
• Knowledge of a private client process and procedures
• Good writing skills

Behavioral Competencies

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results