International Administrator GI (CT) at Sanlam Group

Job Description

• To be responsible for giving support to the Offshore Specialist offering excellent client service support and administration.

Key Outcomes

• The following outcomes will be expected to be achieved by the International Administrator:
• Assisting the Offshore Specialist in servicing brokers and in the process reaching monthly inflows targets
• Assisting Business Development with administration for Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
• Managing the Broker Database
• Performing and providing analysis for Brokers
• General day-to-day tasks associated with supporting the Offshore Specialist when dealing with clients and Intermediaries (Brokers/IFA)
• Telephone enquiries and written communication
• Assistance to Client/Intermediaries with regards any business queries
• Distribution of Marketing Materials i.e. application forms and brochures
• Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

Qualifications and experience

• Grade 12
• 3 years’ experience in within the investment / collective investment service industry – with international exposure
• Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
• Exposure of the Investments/Sales Environment
• Knowledge of Unit Trusts, Linked Products and Offshore products and investments
• Communication skills (written & verbal)  

Competencies

• Maintaining Relationships 
• Attention to detail
• Contributing to Team Success
• Conflict Resolution
• Analytical thinking and Problem Solving 
• Client Services Orientation
• Planning and Organising 
• Excellent Decision Making Skills
• Excellent Telephone Etiquette 
• Enthusiasm/ Proactive

Attributes

• Positive, enthusiastic attitude 
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Resilience