Intern Operations LISP (12 Months) at Sanlam Group

What will you do?

• The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.

Key Outcomes
The following outcomes will be expected to be achieved by the Intern:

• Owning tasks on CRM system, and updating statuses and notes timeously, in order to keep client intermediaries apprised of case progress, so there is no need for them to phone or e mail team
• Perusing reports of tasks owned, and staying in control of work on hand, to ensure turnaround times are met
• Loading disinvestments within designated turnaround.
• Loading new business within designated turnaround
• Adhering to check list for all assigned responsibilities
•  Applying for tax directives, and resolving any queries, before loading payments
• Confirming payments and issuing confirmation letters to clients
• Filing all documentation upon completion of claim; including scanning to the CRM system
• Adhering to procedures, relevant legislation, and checklists and controls
• Adhere to training requirement including keeping up with changes in legislation
• Provide support to team members when required

Qualifications and requirements

• Degree or Diploma in Accounting, Finance, Investment 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