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  • Posted: May 8, 2020
    Deadline: Not specified
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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 skilful ...
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    Senior Fund Administrator

    What you will do:

    Supervises and coordinates activities of clerical workers by determining/monitoring work procedures, preparing work schedules and expediting workflow. Issues written and oral instructions. Responsible for assigning duties and examining work for exactness, neatness and conformance to policies and procedures. Standardises procedures to improve efficiency of subordinates. Prepares composite reports from individual reports of subordinates. Adjusts errors and complaints.

    What will make you successful in this role:

    • Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core.
    • Supervision of and sign-off on the correctness of administrator(s) processing, recording, reporting and related compliance matters.
    • 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)
    • A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
    • Investigate, resolve and respond to ad hoc operational requirements, internal and external. (Verbal and in writing)
    • Identify and inform management of any issues. (Escalation)
    • Handle all internal and external client requests and enquiries in a professional manner.
    • Monitor the work management system and escalate critical incidents.
    • Foster and maintain the relationship with internal departments e.g. Internal auditors Fund accounting, Legal.
    • Effectively manage and coordinate the daily workloads and work functions of a small team.
    • Provide Assistant Manager with input on the team members' training needs on business processes and systems.
    • Certificate of Proficiency (COP) or Introduction to Retirement Funds (IRF) qualification will be advantageous
    • Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
       

    Qualification And Experience

    • Grade 12 with 3 to 4 years related experience.


    Knowledge And Skills

    • Deal with and resolve ad-hoc complaints, enquiries and investigations
    • Monitoring work procedures, preparing work schedules and expediting workflow.
    • Supervision of output of employees
    • Report writing and data analytics


    Personal Attributes

    • Balances stakeholders - Contributing independently
    • Decision quality - Contributing independently
    • Directs work - Contributing independently
    • Plans and aligns - Contributing independently

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    Administrator Employee Benefits

    What you will do:

    Responsible for performing calculations, liaises with other departments both verbally and in writing. Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.

    What will make you successful in this role:

    • Administration of Retirement Funds and maintenance of member level transactions across functional systems 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 effective manner. (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 Tax Act and any other relevant legislative requirements.
    • Maintain relationships with internal departments.
       

    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

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    Supervisor Employee Benefits

    What will make you successful in this role:

    • Monitoring of internal and external customer correspondence
    • Monitor escalations and advise in advance of delays
    • Provide ongoing development via employee coaching and technical training to enhance performance
    • Assist the Manager with monthly performance discussion feedback
    • Assist the Administrators with planning of deliverables
    • Create teambuilding opportunities
    • Keep your leave application up to date on the system
    • Must have a positive influence in meetings and actively contribute to discussions
    • Weekly planning meetings with team to assess workload and on progress of current work
    • Provide regular client feedback with updates
    • Raise potential risks with the Manager and actively manage risk by focusing on RCA, potential PI Claims, vision Problems (internal system), procedures and processes not followed, and resolve benefit statement issues
    • Ensure that you complete compulsory compliance training by the due dates
    • Show involvement in business initiatives and provides feedback on developments
    • Check claims within 10 day SLA
    • Identify any non-conformances to process and correct as part of daily reporting
    • Ensure the working papers are completed and all checks are done according to the ISAE controls memo
    • Ensure any amendments are checked for accuracy and actioned
    • Review cashbook reconciliations and ensure the monthly cashbook is completed by 10th of month
    • Monitor MyWork system and ensure SR’s are indexed within 48 hours
    • Monitor SR’s against daily report/s and ensure that SLA’s are met
    • Assist with the implementation of Fund Amendments and ensure they are implemented on funds
    • Clean up and maintain unclaimed benefits according to the project plan
    • ALM /ITB action items addressed
    • Investments of Contributions within 5 working days of receipting
    • Accurate investment and disinvestment instructions actioned
    • Ensure that income is banked and deposit schedules are send to finance by 25th of each month
    • High quality administration reports sent timeously
    • Administration reports to contain detailed bank account analysis, which has been checked in line with ALM bank account analysis and SLA compliance stat on both reconciliations and claims
    • Clearing of control accounts monthly
    • Resolve actuarial queries within 5 working days of receipt
    • Minimize admin report queries and ensure checks by month end
    • Update Consulting of due dates on a monthly basis
    • Ensure logs are addressed within a 5 day period
       

    Additional Requirements

    • The ability to work well with team members as well as clients
    • strong supervisory competencies and ability to get the best out of a team
    • The ability to work smart and be innovative
    • An eye for detail and accuracy
    • The skillset to understand systems and procedures
       

    Qualification And Experience

    • Grade 12 with 3 to 4 years related experience.


    Knowledge And Skills

    • Reporting and Administration
    • Quality, compliance and accreditation
    • Business Processes
    • Services Knowledge

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    Head: Investor Relations: Group Financial Reporting

    What you will do:

    Responsible for creating and presenting a consistently applied investment message to the investment community on behalf of the company. Monitors operational and financial performance and develops investor relations messages based on these changes. Provides feedback to management regarding the investment community’s opinions and perception regarding the company’s performance. Represents the views of the investment community to management in the development of corporate strategy. Maintains a company investor relations plan and creates a mix of shareholders through a variety of targeting initiatives. Monitors performance metrics and performs a comprehensive competitor analysis. Oversees the production financial reports.

    The Head: Investor Relations (“IR”) is responsible for the development and execution of the IR strategy, including an effective annual programme of IR activities, targeting the buy and sell side financial communities across geographies (predominantly South Africa, UK, US and Europe).

    What will make you successful in this role:

    The role is required to have a reasonable understanding of how external stakeholders will perceive decisions and actions of Sanlam and to support the development of appropriate responses and programmes to deal with these.
    As a company spokesperson, this position requires the development of knowledge of each cluster and major issues affecting Sanlam, including financial and macroeconomic/geopolitical issues.

    Key Accountabilities Of The Role Include

    • Development of a proactive investor relations strategy, in coordination with the C-Suite, ensuring that Sanlam’s business strategy and strategic progress is understood by the analyst and investor community.
    • Creating and presenting a consistently applied investment message to the investment community on behalf of the Group.
    • Monitor operational and financial performance and develop investor relations messages based on these changes.
    • Provide feedback to management regarding the investment community’s opinions and perception regarding the Group’s performance. Represents the views of the investment community to management in the development of corporate strategy.
    • Maintain company investor relations plan and create a mix of shareholders through a variety of targeting initiatives.
    • Monitor performance metrics and perform a comprehensive competitor analysis.
    • Oversee the production of the interim results announcement, annual integrated report and annual financial statements.
    • Responsible for the production of key segments of the annual integrated report, including the CEO report, cluster reports and financial review.
    • Establishment of the process and systems to build a “best in class” IR function.
    • Preparation of compelling investor presentations.
    • Contribute to effective results conference calls and management speeches.
    • Managing relationships with analysts, investors and prospective targets, enabling them to understand and fully appreciate the Group’s performance and potential, and thereby ensure that there is a fair reflection of the Group’s value in the share price.
    • Maintain strong Group and sector expertise. Stay current on all Group business activities, including financial and other material in order to be responsive to investors and the media, and to communicate effectively with management.
    • Prepare presentations for investors (e.g. investor conferences, roadshows) that are informative and accurate, and relevant to the current environment.
       

    Qualifications & Experience

    • University degree, ideally with some form of post-graduate financial qualification, e.g. MBA, CA(SA), Qualified Actuary, CFA.
    • Previous IR experience will be an advantage.
    • Additional:

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    Data Analyst : BI & Analytics (PG 10)

    Position Description

    • 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 make you successful in this role:
    Qualifications

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

    Knowledge, Experience And Skills

    • 4-6 years of experience performing data analytics
    • Strong knowledge of and experience with reporting packages (Business Objects), databases (SAP HANA, Cloudera), querying (SQL)
    • Experience 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


    Output/Core Tasks
    Responsibilities include, but not limited to:

    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
       

    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
       

    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

    Method of Application

  • Send your application

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