Subscribe to Job Alert
Join our happy subscribers
Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
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
What will you do?
Key Responsibilities:
To compile monthly / quarterly and adhoc client reports according to client specifications, quality standards and within required timeframes
Compiling reports in a format which enable clients to understand the status, identify any issues / concerns and to make informed decisions in respect of a retirement fund under Sanlam’s administration
Analysing & reviewing reported data to identify any discrepancies, investigate and resolve discrepancies. Ensure only valid issues / concerns are reported to clients.
Conduct continuous review of reports and identify opportunities for improvements with the aim of minimizing redundant reporting, development of single source of truth where possible and driving automation opportunities
Ability to handle various data sources, accurate consolidation of data, using data modelling work to develop reporting capabilities and valuable insights across these data sources is key.
Work across functional lines (operational as well as client facing teams) to ensure consistent and accurate data quality
What will make you successful in this role?
Qualification & experience
Minimum 3 years’ EB industry experience
Related tertiary qualification is essential
Financial and IT industry knowledge would be advantageous
Proficient in Microsoft product (Excel, Word, Outlook etc.)
Knowledge and Skills
Good / excellent Excel skills (Formulas / Data tables & models / Macros etc.)
Understanding of retirement fund industry
Striata knowledge/experience would be advantageous
Personal Qualities
Client focused, continuous awareness to meet and exceed client requirements
Analytical mind set with the ability to analyse data to identify trends and potential issues
Attention to detail and the ability to package information in a simple and understandable format
Good organisational and effective time management skills
Ability to work under pressure and meet deadlines
Self-motivated with a strong focus on delivery
Ability to multitask effectively and adapt to changing priorities
Able to adapt to change
Build your CV for free. Download in different templates.
Join our happy subscribers
Gmail
Yahoomail