Latest Job Opportunities at Sanlam

Job description

Sanlam Collective Investments (South Africa) was established in 1967 as a full Sanlam subsidiary. Sanlam Collective Investments manages funds of about R60 billion on behalf of more than 238 000 investors. Other renowned financial services companies have also partnered with us to offer third party funds. In these cases, the third party funds are distributed and promoted by the respective financial services companies, whereas Sanlam Collective Investments is responsible for the client administration and compliance.

Position Description

Key Responsibilities

• Assists with administrative functions of project – related assignments as well as those administrative functions required in terms of vendor management agreements
• Perform data integrity audits across multiple systems, using the latest available, official source documents
• Gather and consolidate information and create reports to measure timeliness of delivery against pre-determined SLA turnaround times
• Prepare statistical reports
• Maintain various controls
• Maintain records and files on various system interfaces
• Maintain various logs, detailing decisions made, action items, due dates, responsible persons and follow up timeously to provide the latest, up to date logs, to discuss during the meetings
• Setting up of meetings / coordinating diaries / taking care of catering and stationery requirements

Minimum Requirements

• Grade 12 mathematics / accountancy being an advantage
• 5 to 6 years’ related experience
• Project Management Qualification (thorough understanding of the structured approach required)

Competencies

• Strong attention to detail
• Proactive attitude
• Time management skills: Ability to organize and prioritize
• The ability to communicate with administrative and professional employees both internally and externally
• Good interpersonal skills
• Results focused, self-motivated, and displays energy when performing tasks
• Work independently or within a team
• Adapting and responding to change
• Ability to perform well under pressure and meet deadlines
• Self-starter that takes the initiative, and executes tasks without waiting to be asked
• Excellent verbal and written communication skills
• Structured approach to responsibilities
• Thorough, with a “get it done” attitude
• Excellent organizational skills

go to method of application »

Job description

Position Details

Position Description Key Responsibilities

• Data capturing
• Account opening
• Filing
• Running morning reports
• Scanning and general printing
• Preparing briefing documents for marketing
• Office inventory order management
• Answering telephones and routing calls
• Processing journals and scrip transfers
• Ad hoc projects from Branch manager and branch admin manager

Minimum Requirements

• An industry related qualification would be an advantage (with Finance / Accounts)
• Matric (Maths/ Accounting an advantage)
• Knowledge of BDA would be an advantage
• Basic understanding of how to deal with Private Clients preferable
• 2 - 3 Years’ experience within a financial services industry is essential

Competencies

• Technical Competencies

Knowledge of BDA would be an advantage

• Proficient in MS Office
• Knowledge of a private client process and procedures
• Good writing skills

Behavioral Competencies

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• 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

go to method of application »

Job description

Position Description Key Responsibilities

• Data capturing
• Account opening
• Filing
• Running morning reports
• Scanning and general printing
• Preparing briefing documents for marketing
• Office inventory order management
• Answering telephones and routing calls
• Processing journals and scrip transfers
• Ad hoc projects from Branch manager and branch admin manager

Minimum Requirements

• An industry related qualification would be an advantage (with Finance / Accounts)
• Matric (Maths/ Accounting an advantage)
• Knowledge of BDA would be an advantage
• Basic understanding of how to deal with Private Clients preferable
• 2 - 3 Years’ experience within a financial services industry is essential

Competencies

• Technical Competencies

Knowledge of BDA would be an advantage

• Proficient in MS Office
• Knowledge of a private client process and procedures
• Good writing skills

Behavioral Competencies

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• 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