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  • Posted: Feb 16, 2021
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Investment Administration Specialist

    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.

    What will you do?
    Key Responsibilities

    • Maintaining the Investment Administration platform
    • Create, maintain and closing of client records
    • Dealing with various client queries
    • Performs checks on investments and ensures that the bank statement and instructions correspond
    • Processing of investments, disinvestments, transfers and switches
    • Request Audit and Investments Statements and reconcile and balance when necessary
    • Loading of bonuses, funding levels, investment fees and daily prices when required
    • Accounting inputs (Journals) and investigations of reconciliation queries
    • Payment Processes (rejections, cash focus, stop payments, etc.)
    • Reporting of Cash Flows and requesting approval from Portfolio Manager when required
    • Provide Investment Administration statistics to the Manager on a monthly basis
    • Requesting SA Reserve Bank, Regulation 28 reporting information and compiling reports when necessary
    • Performs UAT testing when required
    • Updating of the SEB Investment Administration training manuals and / or training of staff when required

    Qualification And Experience

    • Must have achieved a C sympbol in Matric Maths or Accounting on Higher Grade (compulsory)
    • A minimum of 3 years’ experience in a similar role within the Financial Services industry (compulsory)
    • Previous experience within the unit trust / unit pricing, and / or Employment Benefit industry (advantageous)
    • Experience in business analysis and testing (advantageous)
       

    Technical Competencies

    • Previous experience within Investment Administration and the employment benefit industry would be advantageous
    • Proficiency on MS Office (word, excel, PowerPoint)
    • SEBIA/InvestAdmin or other unit pricing system knowledge would be advantageous
    • Testing experience could be a benefit.

    Behavioural Competencies

    • Client service orientation
    • Analytical & problem solving skills
    • High level of accuracy with strong attention to detail
    • Strong ability to organise and prioritise
    • Results focused
    • Displays energy when performing tasks as well as ability to execute
    • Dedicated and takes ownership of tasks
    • Excellent communication skills - both written and verbal
    • Ability to handle a diverse range of tasks simultaneously
    • Ability to perform well under pressure and meet deadlines
    • Team player
    • Excellent time management skills
    • Pro-active attitude
    • Innovative and demonstrates initiative
    • Excellent interpersonal skills

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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