Operational Assistant - George at Sanlam Group

What will you do?

• Checking all Mandates and FICA for completion
• Opening of all new accounts on BDA, XPLAN & MAIA
• Processing account and mandate amendments on BDA, XPLAN & MAIA
• Processing account closures
• Processing payments
• Mailbox management and distribution of tasks
• Reviewing new accounts and client maintenance changes
• Assist with the processing of journals
• Attend to and resolve queries
• Supporting Role to PMA, BSM, PM’s and reception, as and when required
• Assist BSM with daily operational duties and 100% back up to BSM
• Assist with adhoc requests/tasks

What will make you successful in this role?

• Experience within the Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• Matric (essentially with Mathematics /Accounting and advantage)
• 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 and Excel
• Working knowledge of BDA / MAIA and 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