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  • Posted: Feb 5, 2018
    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 skilfu...
    Read more about this company

     

    Trade Assistant Offshore

    Job description

    KEY RESPONSIBILITIES

    • Preparation of investment forms & instructions
    • Load EMX trades for approval
    • Capturing of transfer instructions on ABSA Global and CMS applications for approval
    • Monitoring & clearing transactions on bank recons
    • Forward instructions to CST & ensure the execution thereof
    • Verify and update executed trades into spiPod application
    • Monitoring of updated trades against trade confirmations received
    • Investigate & Clear import exceptions
    • Monitor daily reports
    • Updating of transactions into the Portia application
    • Update applicable departmental spreadsheets
    • Reconciliations
    • Assist with month end duties (fees / invoices etc)
    • Assist with enquiries from branches
    • Assist with projects as required
    •  

    MINIMUM REQUIREMENTS

    • Tertiary qualification (with Finance/ Accounts) will be advantageous
    • Basic understanding of the Private Client business and the stock-broking environment
    • Experience within a financial services industry is essential
    •  

    TECHNICAL COMPETENCIES

    Computer literacy (MS word, Power Point, Excel) with Advanced Excel

    BEHAVIOURAL 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

    ADDITIONAL INFORMATION

    • Preference will be given to suitably qualified and experienced South African equity candidates
    • Please note that if you are not contacted within 2 weeks after the closing date, your application has been unsuccessful

    Method of Application

    Interested and qualified? Go to Sanlam Group on www.linkedin.com to apply

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