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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Overview
The Admin Assistant will be part of the dynamic Sanlam iTrade team that delivers support services to clients who have direct market access to trade online in equities, ETFs and derivatives such as CFDs.
What will you do?
Deliver general administrative support to clients trading in the local JSE market and more than 20 international markets through direct market access
Open and maintain client accounts
Assist clients with the use of online trading platforms
Liaise with Sanlam Private Wealth’s trading desk on behalf of clients
Assist with management of corporate actions and proxy voting
Resolve client queries in an effective and timely manner
Communicate to clients regarding trading and administrative matters
Intra-day risk management and daily reporting to the Head of Online Trading
Quality assurance of all administration and workflow documents
Maintain and strengthen relationships with internal departments
Stand in for the Admin Manager from time to time
Attend to general client queries
What will make you successful in this role?
Experience in stockbroking and financial services
Relevant market knowledge
Ability to communicate effectively and professionally
Qualification and experience
Bachelor’s Degree or equivalent
Matric with Mathematics / Accounting
Willingness to obtain JSE trading qualifications if required
Knowledge and skills
Self-driven with at least 2-5 years working in administration in the stockbroking industry
Relevant product knowledge, including offshore and contracts for difference
Proficiency in MS Office
Ability to read, write, and speak an additional language will be an advantage
Personal qualities
Strong numerical orientation
High attention to detail
Strong communicator and team player
Organised with a strong client focus
Process-driven
Accurate and detail-oriented
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 and innovation
Learning agility and curiosity
Assertive
Passionate ownership for results
Relationship management and networking with stakeholders and service providers
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