Intern Linked Investment Client Services (12 Months) at Sanlam Group

What will you do?

Job Purpose 

• To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

The following outcomes will be expected to be achieved by Administrator Linked Investment:

• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call.
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act).
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.

Qualifications and Requirements

• Degree or Diploma in Accounting, Finance, Investments or equivalent.
• Must reside in Gauteng.
• Must have no prior work experience or have 6 months or less internship/work experience.
• Must be 28 years old or younger.