Administrator at Sanlam Group

What will you do?

• Deal with all client, intermediary and third-party manager queries
• Assist with opening/closing of accounts and all related queries
• Assist with and check daily payments
• Assist with the processing of journals, share transfers and transfers of accounts
• Assist with admin related queries around estate late process
• Third party journals and invoicing
• SCI and other Manco Investments / disinvestments (LISP process)
• Assist with corporate actions
• Follow up on debit lists
• Collate and submit score and monthly management fee reports
• Assisting PMs with FAIS supervision work
• Run with special projects and execution
• Quality and Assurance checking and adherence to compliance e.g. Evolution system and overseeing trade allocations
• Training to intermediaries on SPW account opening process and documentation
• 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