Job Vacancies at Sanlam

Overall purpose of the role

• To provide clients with rules and rule amendments, both standard and non-standard, based on our Master Rules, where possible, which fully comply with all requests (from client) and conditions (of the administrator and insurer if applicable) and any relevant legislation or legal practices, within a certain time frame.  To also provide other departments with the necessary notification of any amendments to contracts, within a certain time frame.
• To check the work of junior team members where applicable, which fully comply with all requests (from client) and conditions (of the administrator and insurer if applicable) and any relevant legislation or legal practices, within a certain time frame.  

Context of the role and environment
Legislation

• Pension Funds Act
• Income Tax Act
• Other relevant legislation, i.e. POPI Act, Consumer Protection Act, Electronic Communications and Transactions Act, 2002, etc – anything that might impact the rules of retirement funds. 

 
Technology

• Doclink/Content Manager
• Word/Outlook/Excel
• FSCA Circulars/Board Notices/PF’s/Information Circulars.
• SARS Practice Notes/General Notes
• Dependent on input from consultants and other Departments
• Changing Environment/Industry
• Diverse client needs
• Change in company/business unit strategy may have impact on work processes.

Main responsibilities
Documentation

• The drafting and finalisation of standard and non-standard rules and/or rule amendments, based on our Master Rules, where possible, and drafting new wording, where necessary, in respect of funds administered by SEB RFA as well as external clients with which we have contracted to perform the drafting function.
• Drafting and signing of administration policies for insurer administered funds.
• Checking of the work of junior team members, providing in-task training and coaching where applicable.

 
Dealing with clients/authorities

• Negotiations with CRM’s/consultants/clients/actuaries regarding wording.  Where necessary the help of the Manager can be obtained, but the requirement is for the staff member to be able to do a percentage of this work on his/her own.  Informing involved parties if they do not understand legislation correctly and request changes to the rules which cannot be implemented.
• Dealing with FSCA queries with regard to registration and approval issues.  Negotiate and argue re queries we do not agree with.
• Manage registration and approval of documents by FSCA ensuring the client’s documents remain compliant with relevant legislation.
• Negotiations with SEB Core Operations/SUS Product House where provisions might impact their processes. 

System development

• Assisting Manager with system development and maintenance for generation of the Master Rules (Ghostdraft).  This entails a thorough knowledge of the benefits provided by retirement funds and how changes to legislation/trends in the industry would impact the Master Rules.

 
Self management

• Staying up to date with changes to relevant legislation.
• Work delivered within contracted turnaround times
• Prioritised work.
• Well managed time/work

Qualifications and experience

• Matric (Grade 12) preferably with high marks in English and Afrikaans and a good pass in Maths.
• A suitable Diploma/Higher Diploma/Degree from an institution supporting the Employee Benefits Industry.
• At least 5-10 years experience in Employee Benefits, specifically in rule-drafting.
• A legal degree (advantage).

Knowledge
It is imperative to stay on top of changes in legislation as clients call in expecting us to know what is happening in the industry.

In-depth knowledge needed of:

• Legislation applicable to retirement fund industry
• The Sanlam master rule provisions and the reason for the provisions being incorporated into the master rules.  NB.  This will be taught if external application.

 
Good working knowledge needed of:

• Retirement fund industry
• Products, processes and services of SEB RFA
• Insured benefits provided by retirement funds and unapproved insured benefits available in the market 
• MS Word/MS Access/Contract Working Papers/Content Manager/Postbook/Excel
• New Business rules and processes

 
Core Competencies

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

Personal Attributes

• Business insight - Contributing through others
• Builds networks - Contributing through others
• Manages complexity - Contributing through others
• Persuades - Contributing through others
   

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Qualification and Experience
Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

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

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What will make you successful in this role:
This in an internship for graduates who require work experience in order to gain a professional qualification or unemployed graduates who require work experience to become more marketable.

Output/Core Tasks:
This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of an administrative team at Sanlam Personal Finance.

• Provide administration support to Management Team
• Provide support to the Financial Advisers
• Co-ordinate and manage events
• Monitor new business received
• Monitor outstanding premiums
• Account Payments

Qualification and Experience

• Grade 12 with 2 to 4 years related experience.
• Business related National Diploma or Degree (Marketing, Legal, Financial Planning, Human Resources)

Knowledge and Skills

• New Business processing
• Receive requests for and generation of quotations
• Undertake ongoing conservation activities and monitoring
• Existing Business processing and reporting
• Marketing, liaison and relationship building

Personal Attributes

• Plans and aligns - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

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

Turnaround time
The closing date for applications is 27th January 2020, The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

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BI department:
Solution Monitoring 

File ingestion 

• Ensuring that files have been received 
• Ensuring that files have been loaded into the solution 
• Escalating any file related issues to the correct channel
• Contacting data stewards for file issue 
• Movement of files daily for ingestion

Data Validation and population throughout the system and into reports

• Checking the data validation reports daily 
• Highlighting any anomalies to the relevant data stewards.
• Document the logic around the anomalies that confirmed to be correct by the data steward.
• Portfolio Grid exception and completeness report 
• Operations reporting 
• Generate reports for the operation environment 

First Line Support

• May include face to face business engagement to assist will issue resolution
• E.g. Confirming access
• Ensure feedback loop from Group BI to the user where issues are resolved or feedback is required

Basic training

• Where to find reports 
• How to connect
• What cube to connect to

First Line solution support

• Issue ownership until resolution 
• Solution Reference Data Maintenance
• Escalations to group 
• Initial investigations 
• Workflow co-ordination using JIRA
• Execute and distribute daily checklists by 8am, highlighting issues and logging it on JIRA

JIRA ticket administration 

• First line solution reporting 
• Documentation Maintenance

Create and maintain support knowledge base 

• Assist BI Project teams where requested 
• Constant process improvements
• The processes surrounding this role is immature, improvements are welcome 
• Highlight potential projects that will reduce manual intervention.    

Attend and administrate the Data Stewardship forum to address support issues 

• Complete Meeting minutes in the stewardship forum
• Maintain and follow up on issue and risk log
• Assistance in creating and updating service management processes 

 
Qualification & Experience 

• Experienced in service management support 
• Experience in administration 
• Experience and skills in the key performance areas listed above
• Basic understanding of data modelling and dimensional modelling
• Basic understanding of Business Intelligence or data warehousing
• Familiarity with PowerBI and confluence wiki and JIRA
• Experience with process mapping

Knowledge & Skills

• Advanced level of computer literacy (MS Office, etc.)
• Excellent administration skills
• Knowledge of SQL
• Good verbal and written communication skills
• Good interpersonal skills
• Self-starter 

Personal qualities 

• Client focussed
• Accuracy and attention to detail
• Dedicated and reliable
• Action oriented and punctual
• Adaptable
• Ability to relate to others
• Ability to deal with complexity

 
Qualification and Experience

• Grade 12 with 1 to 2 years related experience.
• Knowledge and Skills
• Processing transactions and conduct simple calculations
• Data collection and analysis
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification

Personal Attributes

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Core Competencies

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

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.