Administrative Assistant at Sanlam Group

What will you do?

• Deal with all client queries
• Process monthly and daily payments via ABSA intergrator
• Assist with the processing of journals
• Assist with the checking of accounts for funds for monthly payments
• Third party journals and invoicing
• SCI and other Manco Investments / disinvestments
• Attend to and resolve queries
• Assist with adhoc requests / tasks

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance / Accounts)
• Matric (essentially with Maths / Accounting an advantage)
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential
• Knowledge and skills
• Computer literacy – MS Office
• Working knowledge of BDA / MAIA an advantage
• Knowledge of a private client process and procedures
• Knowledge of the back office functioning an advantage

Personal qualities

• 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

Closing Date: 30th, March 2022