Team Leader at Sanlam

Responsible for all administrative functions related to, one or more specific areas or a combination thereof, in a department/branch/division. Supervises and coordinates activities of clerical workers by determining 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?

• Approval and supervision of the daily fund administration process
• Ensure that benefit payments are made in accordance with the relevant legislation
• Ensure that risk benefit requests are invested correctly
• Prepare the monthly Executive Committee Report
• Manage the day-end procedure and escalate any occurring errors to Investment Product Administration
• Provide the necessary reports to clients and management
• Manage the C-flow work management system and escalate critical incidents within service level agreement
• Ensure that all documentation for processing of claims are correct and attached to the C-Flow workflow management system
• Handle all internal and external client requests and inquiries in a professional manner
• Receive and assist all walk-in clients when required
• Manage the relationship with internal departments e.g. Internal Auditors, Fund Accounting
• Effectively manage and coordinate the work functions of a small team
• Ensure that adequate financial controls are in place to contribute towards overall business profitability
• Ensure that all business processes are correctly documented and updated regularly
• Ensure that team members are adequately trained on business processes and systems
• Monitor risks within the team, department and system and liaise with relevant parties to eliminate these risks
• Attend internal and external meetings
• Approving and testing of system developments
• 2 to 5 years of experience managing a team
• Previous retirement fund experience will be advantageous
• Certificate of Proficiency (COP) or Introduction to Retirement Funds (IRF) qualification will be advantageous
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Qualification And Experience

• Grade 12 or Diploma with 3 to 5 years related experience.

Knowledge And Skills

• Ensure effective audits and expense management controls
• Department operations and office management
• Vendor and supplier and customer management
• Management of admin/clerical employees
• Good understanding of regulatory and statutory environment
• Compile, manage and interpret Reports

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - Contributing independently