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...
Purpose of the Role
- Provides support on routine accounting tasks including journal entries, reconciliations, financial data processing. Assists in the preparation of financial reports and ensures compliance with accounting procedures and internal controls.
- Coordinates routine accounting activities and ensures accurate processing of financial transactions. Provides basic assistance with reconciliations, data entry, and financial documentation, and escalates discrepancies or issues as needed.
Overview of Role Responsibilities (Level 1-13)
Financial Management and Control- Level 4 - Process Expert
- Monitor and analyze data using established finance systems and protocols.
Data Collection and Analysis- Level 4 - Process Expert
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Data Management- Level 4 - Process Expert
- Use data management systems to access specific information as and when required.
Insights and Reporting- Level 4 - Process Expert
- Extract and combine data to generate standard reports.
Financial Transactions Management- Level 4 - Process Expert
- Execute routine tasks related to managing financial transactions, including processing payments and assisting in reconciling bank statements.
Required Skills
Database Reporting - Intermediate
- Works at an intermediate level to use database reporting tools and techniques. Typically works with guidance.
Categorizing and Classifying Information - Intermediate
- Works at an intermediate level to utilize systems and tools to support categorizing and classifying data and information. Typically works with guidance.
Information Retrieval and Searching - Intermediate
- Works at an intermediate level to utilize systems and tools required to search for new data or retrieve existing data in a database. Typically works with guidance.
Financial Accounting - Intermediate
- Works at an intermediate level to apply financial accounting principles, classifying, measuring and recording company financial transactions. Typically works with guidance.
Review and Reporting - Intermediate
- Works at an intermediate level to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. Typically works with guidance.
Data Control - Intermediate
- Works at an intermediate level to acquire, organize, protect and process data in order to fulfill business objectives. Typically works with guidance.
General Experience
- Minimum of 2 years experience within a financial services or insurance enviroment in a similar role.
Managerial Experience
Education
- Undergraduate Degree or relevant certification
- Bachelor's Degree or Equivalent Level
Required Behavioural Competencies
- Ensures Accountability
- Plans and Aligns
- Tech Savvy
- Manages Complexity
- Optimises Work Processes
- Financial Acumen
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