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  • Posted: Oct 23, 2023
    Deadline: Not specified
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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...
    Read more about this company

     

    Finance Administrator / Accountant - 6 Month Contract

    What will you do?

    • Compile a recon of fee inputs on the client relationship management (CRM) system vs the fee inputs on the fee system (Revport).
    • Validate breaks on the recon by applying the business rules to either the CRM data or Revport.
    • Interact with client services officer (CSO) for impacted portfolios to identify required action to clear breaks.
    • Make updates to Revport or CRM to clear breaks.
    • Capture client, portfolio, and fee information on Revport by applying business rules to CRM information.
    • Create fee calculations on Revport.  
    • Review procedures in Client services.
    • Assist with testing on projects.
    • Qualification and Experience
    • Degree or Diploma with 2 to 4 years relevant experience

    Personal Attributes

    • Plans and aligns - Contributing through others
    • Manages complexity - Contributing through others
    • Financial acumen - Contributing through others
    • Business insight - Contributing through others

    Core Competencies

    • Cultivates innovation - Contributing through others
    • Customer focus - Contributing through others
    • Drives results - Contributing through others
    • Collaborates - Contributing through others
    • Being resilient - Contributing through others

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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