Jobs at Sanlam

What will you do?
Responsible to manage the client service function according to agreed standards.  Ensures that all customer queries are dealt with in an efficient manner and provides a high level of service to promote the organisation’s products and services.   Conflict resolution and problem solving are necessary characteristics.  The incumbent may provide the service internally or externally. May have supervisory responsibilities.

Key responsibilities:

• Responsible for the drafting of section 14’s
• Liaise with the other fund administrators in obtaining outstanding information
• Responsible for submitting sections 14’s to the Trustees and FSCA
• Handle section 14 queries
• Liaise with administrators to ensure the completion of the process
• Responsible for section 14 in process up to the date that assets has been receipted on member’s records.
• Providing Management Information Reports to  Business’ Exco and Trustees on incoming section 14’s 

What will make you successful in this role?

• Matric with mathematics
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• At least 3- 5 years’ experience in Retirement Fund administration dealing with section 14’s.
• Qualification and Experience
• Degree or Diploma with 3 to 5 years experience.
• Knowledge and Skills
• Knowledge of retirement fund administration and dealing with professionals like Trustees and the FSCA.

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently
• 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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

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. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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What will you do?
Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files.  Routines are generally prescribed and supervision is readily available.

Key Responsibilities:

• Administration of Retirement Funds and maintenance of member level transactions across functionalsystems and functional areas within SEB Core. (Identify/process/record/report)
• Adhere to service level agreements. (Internal and external.)
• Adhere to internal controls and procedures in place.
• Professional verbal and written communication and reporting to clients. (Internal and external.)
• Investigate, resolve and respond to internal and external client queries in a professional and effectivemanner. (Verbal and in writing)
• Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income TaxAct and any other relevant legislative requirements.
• Maintain relationships with internal departments.

What will make you successful in this role?

• Matric/Grade 12
• Employee Benefits Experience
• Knowledge of updating of contributions will be an advantage

Qualification and Experience

• Grade 12 with 2 to 3 years related experience.
• Knowledge and Skills
• Reporting and Administration
• Quality, compliance and accreditation
• Business Processes
• Services Knowledge
• Personal Attributes
• Communicates effectively - Contributing dependently
• Decision quality - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

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 the group provides many opportunities for growth and development.

Core Competencies

1. Being resilient - Contributing dependently
2. Customer focus - Contributing dependently
3. Collaborates - Contributing dependently
4. Cultivates innovation - Contributing dependently
5. 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. 

Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.