Administration Assistant - Claremont at Sanlam Group

What will you do?

• Process payments accurately and on schedule
• Open new accounts with various Management Companies (Mancos)
• Execute investment purchases and redemptions with multiple Mancos
• Prepare and post accounting journals
• Ensure all cash is correctly allocated from bank reconciliations
• Review, update, and approve cost prices for accuracy
• Handle journals and invoice processing for third-party managers and advisors
• Assist with adhoc requests/tasks

What will make you successful in this role?

• Experience within the Private Wealth industry
• Strong analytical and numerical skills
• High attention to detail and accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage
• Matric
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry an advantage

Knowledge and skills

• Computer literacy – MS Office
• Working knowledge of BDA
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of client focus
• Accurate and detail orientated
• Critical and analytical capability
• Adaptability to changing environment
• 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

Closing: 1 September 2025