Implementation Specialist: BAU (Cape Town) at Sanlam Group

Who are we?

• Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.  SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits. 

What will you do?

• Under limited supervision provides administrative support to a department or a group of professionals. Performs complex and specialised tasks. Understands the impact of statutory/legal obligations and government legal requirements where required as part of the job function. The implication of the decisions and consequences are taken into account when performing administrative tasks. Collects, compiles and analyses complex data and information. Has the ability to exercise independent judgment and reasoning.

The implementation of the following installations:

•     Freestanding and Umbrella Provident or Pension fund business
•     Living Annuity funds
•     Pen Provident or Pension funds (migrations)
•     Participating Employers or member groups on existing Freestanding and Umbrella Funds

The implementation of any maintenance performed on our member administration system. Examples of such changes are:

•     cost revisions
•     rule amendments
•     life Stages
•     portfolio changes
•     ad-hoc change
•     The ability to analyse and access supporting documentation used in the implementation setup processes and toidentify any development or improvement areas.
•     The understanding of all operational and implementation functions on our member administration system.Examples include:
•     monthly contribution process
•     general ledger reconciliations
•     different exit types
•     switches
•     life stages
•     medical underwriting

    The understanding and of all additional tools such as Straight-through processing which is used to perform operational functions.

Examples are:

•     Step
•     Jump
•     The identification of system malfunctioning, liaising with support departments and successfully resolve the problem
•     Providing technical support to any specialist
•     The performing of calculations that are required in any of the setup processes.
•     The complexity level ranges from simple to medium.
•     The performing of any setup as and when needed from time to time
•     The testing of new setup related functionality which is developed

    The management of service level agreements of tasks that were allocated and the responsibility to keep all

•     stakeholders informed as required.
•     The recording of all tasks received on our monthly reporting tool.
•     Validate that the monthly reporting tool has been updated as and when tasks are completed and checked.

What will make you successful in this role?
Qualification and Experience

•      Matric/Grade 12
•      3 years in-depth experience on the MIPEB administration system OR
•      3 years of experience in an implementation team that performs similar functions to this team.

Technical Competencies

•      Broad financial services industry knowledge
•      In-depth experience in the Employee Benefits department and experience in Retirement Fund Industry
•      Knowledge of legislation applicable to Retirement Fund Industry
•      Excellent understanding of IT systems
•      Proficiency in MS Office (Word, Excel)

Behavioral Competencies

•      Analytically and conceptually strong( fund rules)
•      Strong attention to detail and proactive attitude
•      The ability to identify risk areas in the existing processes
•      Strong ability to organize and prioritize
•      Excellent communication skills both written and verbal
•      Results-focused and displays energy when performing tasks
•      Time management skills
•      Ability to work independently
•      The ability to identify problems and to independently resolve it
•      Ability to work very accurate
•      Innovative and demonstrates initiative
•      Ability to perform well under pressure
   

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Record keeping; filing and maintenance of databases
• Maintain work standards and quality verification
• Data Collection and processing of transactions
• Procedures Knowledge

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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