Jobs at Sanlam

The Fiduciary Assistant will work as an integral member of the team and provide administrative support to enable the Fiduciary Specialists to implement and administer the estate planning solutions and services for ultra-high net worth and high net worth clients.

What will you do?

• Attend annual trustee meetings and ad-hoc trustee meetings
• Prepare trustee meeting packs
• Provide direct support to the Fiduciary Specialists
• Drafting of Wills and setting up of new trusts and amendments to existing trust deeds
• Create and maintain physical trust, electronic files and databases
• Handle client and payment requests
• Prepare all relevant client correspondence
• Liaise with external stakeholders (Master’s Office, Deeds Office, Attrorney’s, Accountants etc.)
• Assist in the administration of deceased estate processes
• Assist in fees management and administration

Qualification And Experience

• LLB degree (at least 1 year experience) or
• Other legal qualification or post graduate diploma in trust administration (at least 2 years’ experience in the fiduciary industry required)

Knowledge And Skills

• Excellent communication skills, both verbal and written (English and Afrikaans)
• Strong team orientation and ability to function independently
• Experience in an Ultra High net-worth and high net-worth environment

Personal qualities

• Self-motivated, proactive, taking ownership of problems until they are resolved.
• Highly organized with a high level of customer focus
• Excellent time management
• Accurate and detail orientated
• 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

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This role has the primary responsibility to plan, structure and undertake business- and system testing processes. It will also undertake application testing within the SannPay Finance application and integration testing with other systems. This role works closely with other Business Analysts, System Analysts, IT development and Audit to ensure business requirements for new solutions/changes are met and implemented correctly.

What will make you successful in this role?

• Identify, define and design new functionality and regressive test requirements
• Perform test scheduling and execution (manually/automated)
• Identify and create test data
• Perform test case preparations and design, assist with the scripting of automated test cases, conditions and checkpoints
• Develop test scenarios, including preparing test scripts to test each software component and demonstrate the business condition under test and the expected results
• Perform test reporting based upon coverage and clearance statistics
• Perform test documentation compilation
• Identify and analyse defects, log defects and track defect resolution within release time frames
• Risk identification and reporting
• Perform scope and test effort estimations
• Analyse risks, develop contingencies, and plan testing accordingly
• Extract information, as requested by clients, from different data basis
• Liaison with Development Team, System Analyst, Business Analysts as well as Middle Management/Project Management on errors, issues and risks
• Assistant with user acceptance testing
• Support and assistance with SanlamConnect Finance, DRPA, MIS, DRS & Source System(s), i.e. CMS
• Trend analysis of incidents and proposals to Senior Business Analyst to eliminate problem areas

Qualification And Experience

• An appropriate tertiary qualification
• A relevant testing related qualification be advantageous
• 3-5 years testing experience is preferred
• Experience as a tester in an accounting / remuneration environment will be advantageous
• Must have working experience in the Financial Services industry

Knowledge And Skills

Testing Knowledge &Tools

• Knowledge of test automation, comparison and performance tools like FitNesse/ Quality Centre
• Working knowledge of Software Quality assurance
• MS: Office (Excel, PP, Word, Outlook)
• Microsoft SQL server management studio - ability to write SQL queries and understand the data
• Mapping and Comparison tools
• Experience with non-gui test frameworks and SoapUI

Testing Processes

• Working knowledge of Systems Development Lifecycle (SDLC)
• Working knowledge of Process Engineering
• Remuneration and financial systems and processes/policies (basic)

System Knowledge

• Working knowledge of software engineering best practices and frameworks
• Understanding of system architectures (i.e.: Web based architecture)
• Remuneration systems
• Workflows
• XML
• Rules Engines
• Databases

Project Knowledge

• Working knowledge of project management processes

Core competencies

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation

Personal attributes

• Conceptual and analytical thinking abilities
• Able to influence and gain commitment from stakeholders and partners
• Quality and accuracy orientation
• High adherence to work standards
• Structured, organised and good planning
• Able to work with data complexity
• High energy levels and action orientation
• Excellent communication skills (verbal and written)
• High regard for continuous improvement, growth and self-development

go to method of application »

Sanlam Business Intelligence (SBI) is a centre of excellence that delivers data and analytical services within the Sanlam Life and Savings (SLS) cluster. SLS provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions.These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

Are you analytically minded, curious and enthusiastic about data? Passionate about finding insights in datasets, with the ability to synthesise and clearly communicate the results and drive business impact?An exciting opportunity exists in the SBI Descriptive Analytics team.

We are looking for an individual with experience in using a variety of data tools, analysis methods and data visualization to turn data into actionable insights with demonstrable business impact.If you believe you have what it takes, then come join the team and assist us to mature our data analytics capability as you grow your skills and competencies in this exciting field. You will be responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyse data and create dashboards.

What will you do?

Data Preparation

• Acquire data from various data sources and combine & transform data into interpretable datasets, reports or dashboards
• Assess the effectiveness and accuracy of new data sources and data gathering techniques
• Extend the company’s data with third party sources of information when required
• Processing, cleansing and verifying the integrity of data used for analysis
• Perform data profiling of data contained in source systems
• Provide detailed analysis of all data implemented into the database
• Provide the data mapping and associated transformation rules for each data item
• Ensure that the business requirements and subsequent development activities are supported by accurate information.

Analysis and Visualisation

• Interpret data, analyse results using analytical techniques and provide reports and/or dashboards
• Identify, analyse, and interpret trends or patterns in complex data sets
• Use data to answer key questions about the business.
• Own and maintain dashboards, ongoing reporting, and ad hoc requests from the organization.
• Support and maintain the project data models at multiple levels of detail and functionality (conceptual, logical, normalised, relational, dimensional, application level, subject-level, integrated, etc.)
• Assist Data Modellers to draw up detailed data models.
• Articulate data trends in business terms and provide a narrative around the insights.
• Produce complex data views (prototypes) quickly and generate insights as a team of 1.
• Assist with planning / set up of roadmaps for implementation of prototypes.

Stakeholder Engagement

• Work directly with management and other business users to gather requirements, provide status updates, and build relationships
• Present information using data visualisation techniques
• Facilitate requirements gathering workshops with the business
• Collaborate with internal and external stakeholders to analyse information needs, functional requirements and business processes

Coaching/Mentorship

• Provides guidance, training, and problem solving assistance to other team members.
• Coach and assist junior team members

What will make you successful in this role?

Requirements

Qualifications

• Bachelor’s degree (statistics/data or computer science/engineering) or equivalent
• Practical experience in analytics, data visualisation or reporting

Knowledge And Experience

• 5+ years of experience performing data analytics
• Strong knowledge of and experience with reporting packages (Business Objects), databases (SAP HANA, Cloudera), querying (SQL)
• Experienced in visualising/presenting data for stakeholder use
• Business experience in financial services an advantage
• Strong analytical-thinking and problem-solving abilities
• Excellent written and verbal communication skills
• Experience working with data in various data sources and databases
• Strong analytical skills with the ability to collect, organize, analyse, and disseminate significant amounts of information with attention to detail and accuracy
• Ability to translate business requirements into non-technical terms.
• Demonstrated experience in handling large data sets and relational databases.
• Experience working in an agile environment
• Excellent attention to detail
• Understand different data modelling approaches (Kimball/Data Vault)

Skills

• Ability to translate business requirements into non-technical terms
• Strong analytical-thinking and problem-solving abilities
• Ability to collect, organize, analyse, and disseminate significant amounts of information
• Attention to detail and accuracy