Administrator

How to apply for Sanlam Careers – Administrator

Date: 20 Jun 2023

Location: Pretoria, Gauteng, South Africa

Company: Sanlam Group

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

What will you do?

Deal with all client, intermediary and third-party manager queries
Assist with opening/closing of accounts and all related queries
Assist with and check daily payments
Assist with the processing of journals, share transfers and transfers of accounts
Assist with admin related queries around estate late process
Third party journals and invoicing
SCI and other Manco Investments / disinvestments (LISP process)
Assist with corporate actions
Follow up on debit lists
Collate and submit score and monthly management fee reports
Assisting PMs with FAIS supervision work
Run with special projects and execution
Quality and Assurance checking and adherence to compliance e.g. Evolution system and overseeing trade allocations
Training to intermediaries on SPW account opening process and documentation
Attend to and resolve queries
Assist with adhoc requests / tasks

What will make you successful in this role?

Experience within Private Wealth Industry
High level of accuracy
Excellent communication and interpersonal skills

Qualification and experience

Tertiary and/or industry related qualification would be an advantage (with Finance/ Accounts)
Matric (essentially with Maths / Accounting an advantage)
Basic understanding of the Private Client business and the stock-broking environment preferable
Experience within financial services industry is essential

Knowledge and skills

Computer literacy – MS Office
Working knowledge of BDA / MAIA an advantage
Knowledge of a private client process and procedures
Knowledge of the back office functioning an advantage

Personal qualities

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

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 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, Mi-way, as well as the Group Office – the Sanlam 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.

To be considered for the above opportunity please upload your detailed CV on or before 23 June 2023
Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Sanlam Careers – Administrator