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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
The role of an Indexing Specialist is to be the central point of entry for all work thus being a crucial service support function in ensuring effective service delivery. The Indexing Specialist pro-actively gathers, manages and controls the flow of work received and actions include the indexing, expediting, distribution and allocation of the work.
Key Responsibilities
Qualifications and Experience
Knowledge and Skills
Core Competencies
Behavioural Competencies
Personal Attributes
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.
What will you do?
Key Responsibilities:
Drafting of Financial statements and audit file.
Assisting with audits and peer reviews of audit files.
Trustee reporting and review of admin information
Responsible for ensuring timeous bank and triangle reconciliations and quality thereof
Assisting with all GL, bank recon and triangle queries
Review - bank declaration, key GL reconciliations, unit reconciliations
Management and review of reserve accounts
ET approvals
PAYE payments and submissions, payments of IT88’s
Gathering of internal audit documents and actuary information
Updating of daily reconciliation process & review of month end file
People Management - Mentoring & coaching of Fund Accountants.
Compilation of event runs, imports and manual trades.
Reporting – submission of Exco report information
Compilation and peer review of OLAP reports
Qualification & Experience
Financial degree or diploma or 5 years relevant experience
Minimum of 5 years relevant experience in the Employee Benefits industry
Experience in drafting financial statements or conducting audits preferred
Proficient in Microsoft product (Excel, Word, Outlook etc.)
Sound knowledge of financial statements and IFRS requirements
Knowledge of Caseware preferred
Knowledge of legislation applicable to the retirement fund industry
Preference will be given to candidates who have completed their articles
Knowledge and Skills
Knowledge of legislation applicable to the retirement fund industry
Previous retirement fund experience will be advantageous
Certificate of Proficiency will be advantageous
Proficiency in MS Office (Word, Excel and Outlook)
Personal Qualities
Responsible with a high level of accountability
Excellent interpersonal and communication (written and verbal) skills
Client focus
Professional profile
Excellent report writing skills
Effective time management skills
Process orientated
Self-motivated with a strong focus on delivery
Conceptual thinking skills
Must be able to work under pressure, Individually or as member or a team
Team player
Innovative thinker with good problem-solving skills
Flexible
Able to adapt to change
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.
What will you do?
The successful applicant will be part of the core, management team and will be responsible with the Strategic Client Relations Manager for the success of the business
This management position is responsible for a portfolio of clients. The Associate Client Relations Manager accepts total responsibility for the relationships and administration of the retirement funds within this portfolio (with limited supervision). The relationships include those with Employer and Member Trustees, Union representatives, Employer HR, Employees, Staff, other Service providers, Consultants etc.
Deliver excellent client service (strategic and operational) to all stakeholders e.g. Board of Trustees, Principal Officers, Consultants, HR Managers, Brokers and Members
Contribute to the profitability of the company through management of income, negotiation of annual fees and identification of opportunities for growth
Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements
Attendance of trustee meetings and sub-committee meetings related to the portfolio of clients – this could include travelling
Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements
Maintain, improve and develop internal business processes to ensure effective service delivery
Nurture and build strong relationships with clients
Maintain and strengthen relationships with internal departments in order to resolve queries
Qualification & Experience
Matric/Grade 12 (with Accounting and/or Mathematics)
Relevant degree/diploma preferred
5 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees
3 to 5 years management experience
Proficiency in MS Office (Word, Excel and Outlook)
Knowledge and Skills
In depth knowledge of the Retirement Fund Administration Environment
In depth knowledge of the Pension Funds’ Act
Proficiency in MS Office (Word, Outlook, Excel, Power Point)
Ability to formulate, interpret, implement and improve business processes
Ability to communicate and build relationships effectively at all levels of business i.e. from administrative staff to executive level
Able to handle difficult clients and resolve client matters telephonically & face to face
Able to handle conflict and displays assertive demeanour when necessary
Report writing skills
Presentation skills
Speaking Afrikaans would be an advantage
Good negotiation skills
Focus on providing high quality client service
Strong attention to detail and proactive attitude
Strong ability to organize and prioritize
Strong results and delivery focus
Solid project and time management skills
Ability to work independently
Innovative and demonstrates initiative
Ability to perform well under pressure and meet deadlines
Ability to collaborate and pull information together
Proactive and a team player
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
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
What will you do?
Set clear direction in respect of team goals, objectives and outputs, performance management, training, coaching and system related duties.
Manage and monitor compliance and adherence to service level agreements.
Monitor risk within the team, department and system and liaise with relevant parties to manage, decrease and or remove these risks.
Identify and inform Manager / Client Relationship Managers of any issues. (Escalation)
A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core – managing the correctness of processing within a functional team.
Manage correctness of processing/recording/reporting within a team.
Manage professional verbal and written communication and reporting to clients. (Internal and external)
Investigate, resolve and respond to internal and external client queries. (Verbal and in writing.)
Guide administrators to investigate, resolve and communicate accurately, effectively and efficiently. (Internally and externally)
Ensure financial controls / risks are addressed and identify and resolve short comings.
Manage and coordinate work distribution within a team to ensure optimal efficiency and adherence to service level agreements.
Identify gaps in training / development needs and ensure that team members are adequately trained on business processes and systems.
Minimum Requirements:
Grade 12
A relevant tertiary qualification will be advantageous
Certificate of Proficiency (COP) or Introduction to Retirement Funds (IRF) qualification will be advantageous
Technical Competencies:
1 to 3 years’ experience in managing a team will be advantageous
3-5 years’ experience in Employee Benefits / Retirement fund administration
Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
Behavioural Competencies:
Strong attention to detail and proactive attitude
Strong ability to organize and prioritize
Excellent communication skills both written and verbal
Results focused and displays energy when performing tasks
Time management skills
Ability to work independently and supervise a team
Innovative and demonstrates initiative
Ability to perform well under pressure and meet deadlines
Good interpersonal skills
Ability to collaborate and pull information together
Proactive attitude and a team player
Ability to motivate a team
Strong client focus
Our aim is to help you 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.
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.
What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated key accounts and allocated markets.
To offer customer service to Sanlam clients.
To arrange appointments with potential customers within Key Accounts and Allocated Markets.
To update and inform customers and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.
Qualification & experience
FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
Matric (grade 12) or NQF level 4
RE5 an advantage
Clear Credit and Criminal records
FAIS Compliance
At least one years’ work experience within sales or marketing
Technology requirement:
A smartphone that is compatible with the latest technology, i.e. Android or Apple
Personal qualities
Client Service Orientation
Ability to influence client decision
Confident decision maker
Great business acumen
Adhering to principles and values
Analytical
Proactive
Ability to cope with pressure and setbacks
Exceptional interpersonal skills
Trustworthy
Detail-oriented
Activity management.
Our aim is to help you 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 realize 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.
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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