Fund Secretarial Administrator (6 months - Temporary Contract) at Sanlam Group

What will you do?
Responsible to manage the client service function according to agreed standards.  Ensures that all customer queries are dealt with in an efficient manner and provides a high level of service to promote the organisation’s products and services.   Conflict resolution and problem solving are necessary characteristics.  The incumbent may provide the service internally or externally. May have supervisory responsibilities.

Key responsibilities:

• Responsible for the drafting of section 14’s
• Liaise with the other fund administrators in obtaining outstanding information
• Responsible for submitting sections 14’s to the Trustees and FSCA
• Handle section 14 queries
• Liaise with administrators to ensure the completion of the process
• Responsible for section 14 in process up to the date that assets has been receipted on member’s records.
• Providing Management Information Reports to  Business’ Exco and Trustees on incoming section 14’s 

What will make you successful in this role?

• Matric with mathematics
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• At least 3- 5 years’ experience in Retirement Fund administration dealing with section 14’s.
• Qualification and Experience
• Degree or Diploma with 3 to 5 years experience.
• Knowledge and Skills
• Knowledge of retirement fund administration and dealing with professionals like Trustees and the FSCA.

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.