Administrator Linked Investments

Sanlam; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Johannesburg is looking for an Administrator Linked Investment to provide operational support, ensure compliance, and maintain client relationships. The ideal candidate will have a Degree or Diploma in Accounting or Banking and 2 to 3 years of related experience. This role demands strong analytical skills and a client-focused approach, offering opportunities for career growth in a diverse environment.

Qualifications

• 2 - 3 years working experience as a Client Services Consultant or Administrator in a LISP in Financial Services.

Responsibilities

• Provide operations support against standard operating procedures.
• Fulfil activities in adherence to compliance requirements.
• Handle inbound and outbound calls as per service level agreement.
• Review client investment instructions for compliance.
• Capture or authorize investment instructions within SLA.
• Provide feedback to stakeholders regarding investigations.

Skills

Client Focus

Excellent Writing and Reporting Skills

Highly Analytical

Teamwork

Education

Degree/National Diploma in Accounting / Banking

Job description

Overview

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

Responsibilities

Job Purpose

To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

The following outcomes will be expected to be achieved by Administrator Linked Investment:

• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case

Qualifications and Experience

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience Degree or Diploma with 2 to 3 years related experience.

Knowledge and Skills General Administrative Practices Risk, debt, MI and budgeting Logistical and events/meeting co-ordination Client relationship management

Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Action orientated - Contributing independently Optimises work processes - Contributing independently

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.