Operational Assistant - Claremont at Sanlam Group

What will you do?

• Proactively manage all client and intermediary queries
• Supervise payments and journals process to ensure accuracy.
• Branch projects owners
• Checking of all share transfers for accuracy
• Checking of all static information changes
• AML specialist – Responsible for end to end account opening process.
• Checking daily deals and release notes
• Branch debit list maintenance for distribution
• Perform trade allocations.
• Creation of new 3rd party manager on Xplan and Clientcare(online access)
• Assist with request from auditors and compliance
• Assist Portfolio Manager Assistants and Branch Service Manager with administrative duties

What will make you successful in this role?

• Experience within Private Wealth Industry
• High level of accuracy
• High level of energy and strong work ethic
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage
• Matric
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry is essential

Knowledge and skills

• Computer literacy – MS Office
• Working knowledge of BDA an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results