Career Opportunities at Sanlam

Who are we?

• The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Outputs / Core Tasks:

OPERATIONAL EXCELLENCE

• Processing requests of a copy of a will.
• Filing of signed wills.
• Scanning of signed wills.
• Uploading of documents to wills system.
• Capturing of data on system.
• Preparing wills daily for the different estate departments when reporting of an estate from the regions.
• Ensuring correctness of information on wills system.
• Telephonic enquiries.
• General administration assistance to the Wills Department.

PASSION FOR CLIENTS

• Registration, retrieval and preparing of copies of wills within specified turnaround times.
• Dispatch wills to regions within specified turnaround times.
• Comply with Sanlam Trust jockey policy.

Requirements:

Qualifications:

• Grade 12
   

Experience:

• At least 2 years’ experience in an administrative environment.
   

Knowledge:

• Knowledge of Sanlam Trust procedures.
• Knowledge of the correct signature procedures relating to wills.
• Knowledge of the jockey policy.
• Knowledge of appropriate legislation linked to wills.

Competencies:

• Communicates effectively
• Administration orientation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Drives results
• Being resilient

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What will you do?

• Working in an agile team, you would be responsible to produce quality software according to business requirements. You need to assist with the deployment and monitoring of the developed systems in development, testing and production environments.

What will make you successful in this role?

• Produce quality software according to business requirements.
• Assist with the deployment and monitoring of the developed systems in development, testing and production environments.
• Adhere to coding quality standards including unit and integration testing requirements.
• Provide production support, Standby and overtime as business requires.
• Attend and contribute to daily stand-ups and other agile ceremonies.
• Assist with breakdown of tasks from business requirements.
• Accurately track time within the systems provided on a daily basis.
• Deliver on sprint commitments.
• Contribute to team planning, discussions and solution designs.
• Document solutions and assist others in doing their documentation.
• Share knowledge with team members.

Qualification

• Grade 12
• Relevant Computer Science degree or diploma will be recommended
• Java Certification will be advantageous

Experience:

• Minimum of 4 years’ experience within application development in Java
• Minimum of 3 years'working experience in J2EE
• Practical experience with Java Server Pages, Servlets, Stateless Session Beans, JDBC, Java Messaging Service
• Experience with the following tools will be an advantage: IBM WebSphere, IBM MQ Series, Eclipse or WebSphere Application Developer
• DevOps experience is highly recommended
• Experience in Scaled Agile Framework will be advantageous
• Exposure to GIT, Gradle, Nexus, JIRA and Confluence will be advantageous
• Web Services technologies experience i.e. RESTful APIs
• UML experience will be an advantage
• Relational Database experience (Experience with SQL Server development will be an advantage
• Experience with RCP development will be an advantage
• Experience in working with life insurance financial applications will be recommended

Knowledge:

• Agile development principles
• Good understanding of the Systems Development Life Cycle (SDLC)
• CI/CD principles
• A solid understanding of Object-Orientation
• Problem Analysis and Problem-Solving Techniques
• Impact Analysis Techniques
• Documentation Frameworks, Tools and Standards
• Understanding of Project Management Principles
• Understanding the Deployment Process in the Development Phase
• High level understanding of Enterprise Test Methodology (Automation)

Knowledge and Skills

• IT Data Analysis
• Project Oversight
• Reporting and Administration
• Quality, Compliance and Accreditation
• Business Requirements Definition
• Technologies

Personal Attributes

• Organisational savvy - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

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Purpose of the role?

• We are seeking a Tax Resolution Specialist to join our team. The successful candidate will be responsible for assisting with day-to-day tax reporting and analysis related to tax matters and improving processes and the clients experience This role includes managing SARS audit requirements, annual and bi-annual tax submission projects, and acting as a subject matter expert on tax matters such as capital gains tax, withholding taxes, and third-party data reporting to tax authorities . The Tax Resolution Specialist will also be responsible for resolving intricate tax/income queries and complaints from clients, recommending solutions to business stakeholders to resolve tax issues, and consulting and engaging with relevant individuals during the analysis and clean-up process to gain sufficient information pertaining to tax issues.

Key responsibilities

• Meeting all tax regulatory reporting deadlines included in the annual SCI TAX Project Plan
• Assisting in the redesign and implementation of improved operational processes pertaining to tax and SARS reporting
• Being the subject matter expert on matters pertaining to the impact of distributions, providing guidance and feedback on distribution queries to different pricing houses on behalf of SCI Fund Operations
• Being the SME for IT3, DWT, and WHT tax reporting to SARS, special rules for non-vanilla tax reporting, and performing the review and sign-off on the annual and bi-annual IT3 submission files as well as interacting and handling any queries with the various service providers
• Being the SME for SARS' Automatic Exchange of Information (FATCA and CRS reporting) as well as C23 reporting
• Being the SME on Namibian and Botswana withholding taxes (insofar as it is applicable to Namibian and Botswana funds administered by SCI)
• Recommending solutions to business stakeholders to resolve tax issues.
• Identifying and making suggestions to address the root cause of poor data quality and logging system requirement suggestions.
• Resolving the root cause of incidents and audit findings pertaining to tax actions as per process timelines
• Assisting in driving the implementation of enhanced controls for internal control failures (as identified through incident reports, backdate reports, and client complaints) within 30 days after control failure was initially identified.
• Ensuring that all actions for tax matters are documented and loaded on the relevant system and reviewed annually.
• Assisting in improving data integrity impacting tax matters - both from the back end and front-end by providing mitigation actions/suggestions to business
• Consulting and engaging with relevant individuals during the analysis and clean-up process to gain sufficient information pertaining to tax issues.
• Maintaining the TAX Project Plan accordingly
• Giving regular feedback to the Finance Manager regarding targets, statistics, and all tasks
• Ensuring compliance with all regulatory requirements
• Managing tax matters pertaining to all changes to existing/new legislative requirements
• Assisting with identifying, unpacking, and engaging with various stakeholders in SCI of TAX data integrity to ensure the business readiness of regulatory changes.
• Assisting team members with training and guidance regarding tax matters to perform their daily tasks.
• Providing input into and participating in Group forums and SCI forums and feedback to the team accordingly
• Performing Onboarding data clean-ups regarding tax or as requested
• Identifying tax training gaps in BAU and engaging with Service Centre team leaders in this regard
• Assisting with providing source information for training material, reviewing training programs and training material timeously
• Providing monthly and quarterly regulatory reports as required by the Finance Manager, COO, and SCI EXCO
• Assisting the Finance Manager, COO with ad hoc analysis and investigations needed pertaining to data and tax.
• Participating in discussions about tax data, quality requirements changes and proposing required changes to systems, reports, and processes.
• Ensuring all tasks are completed timeously and escalating to the Finance  Manager as required.

Key responsibilities cont.
Minimum requirements

• A Bachelor's degree in Commerce or a related field
• At least 3 to 5 years of experience in the Financial Services industry, with a minimum of 3 years in the CIS environment and experience in Tax and/or CIS Regulatory reporting (non – negotiable) 
• Strong technical competencies
• Ability to comprehend and analyse complex financial and regulatory information
• Excellent communication skills, both verbal and written
• Proficient in using Microsoft Office applications
• Strong attention to detail and accuracy
• Ability to work under pressure and meet strict deadlines
• Strong analytical and critical thinking skills
• Ability to work collaboratively with cross-functional teams.

Behavioral competencies

• Strong  relationship capabilities 
• Accuracy and attention to detail
• Ability to collaborate and work collaboratively with others to meet shared objectives 
• Ability to deal with complexity
• A Self starter
• Ability to function as part of a team
• Ability to handle a diverse range of tasks simultaneously
• Ability to perform well under pressure, prioritise and meet deadlines
• Ability to prioritise and function positively under pressure
• Accept accountability and take responsibility for tasks done
• Action oriented
• Adherence to all governance, legislative and regulatory requirements
• Excellent communication skills both written and verbal
• Excellent interpersonal skills
• Good planning, problem solving and analytical abilities
• Self-Control
• Stress tolerance
• Team player and client centric
   

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Job Purpose

• To prepare and oversee preparation of financial management reports.

Formal Qualifications, Knowledge and Experience

• BCom Honours in Accounting
• Studying towards CA / CIMA. Newly qualified CA will be highly advantageous
• Three years’ experience in a reporting role in the insurance industry
• Computer literacy – MS Office – Excel and Word
• Exposure to financial accounting systems e.g. Sage 300 and HFM will be advantageous
• Accounting principles and policies
• Regulatory legislation
• Basic knowledge of insurance industry
• Well-developed verbal and written communication skills

Key Responsibilities

• Assist with the month-end process (including review of month-end journals) and produce monthly management accounts, provide analysis to management
• Review of balance sheet reconciliations
• Timeously and accurately prepares and reports on the company’s financial performance against budget and forecast on a monthly basis.
• Monthly reporting using HFM and reconciling HFM reports to the management accounts on a monthly basis. This includes preparation of report packs
• Prepare annual financial statements in accordance with IFRS, company policies
• Preparation of regulatory returns
• Assist on ad hoc projects within Finance and Business to ensure the success of the business
• Liaise with External and Internal Auditors

Technical Expertise

• Analyses numerical data, verbal data and all other sources of information
• Links and integrates different kinds of information across areas and over time to form ideas
• Breaks information into component parts, patterns and relationships
• Probes for further information or greater understanding of a problem
• Makes rational conclusions from the available information and analysis
• Demonstrates an understanding of how one issue may be a part of a much larger system (systems thinking)
• Produces workable solutions to a range of problems, which relates logically and rationally to the situation / issue / information obtained 
• Formulating Concepts and Strategy
• Works strategically to realise organisational goals
• Sets and develops strategies
• Identifies and develops positive and compelling visions of the organisation’s future potential
• Takes account of a wide range of issues across, and related to, the organization

Team Management

• Provides others with clear direction, goals and objectives
• Sets appropriate standards of behaviour
• Delegates work appropriately and fairly
• Holds people accountable
• Clarifies roles and responsibilities
• Involves team in decisions and actions
• Motivates and empowers others
• Recognises and rewards the contribution of others
• Tends to trust people to perform
• Shares relevant information
• Provides resources and opportunities for development (e.g. challenging and stretching objectives, tasks and assignments; courses; etc.)

Essential Behavioural Competencies

• Analysing
• Relating and networking
• Coping with pressures and setbacks
• Teamwork
• Confidence and decisiveness
• Pro-activity
• Planning and organising
• Quality and detail orientation

Desirable Behavioural Competencies

• Adapting and responding to change
• Interpersonal sensitivity
• Adhering to principles and values
• Persuading and influencing
• Achieving personal work goals and objectives