Quality & Control Manager: Umbrella Trust: RA: Sanlam Trust

Sanlam; Bellville; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team in Bellville. This role focuses on trust and employee benefits administration, ensuring compliance and quality control within critical processes. The ideal candidate will possess strong communication skills, a keen attention to detail, and the ability to manage and coach others. With a commitment to employee development and growth, this organization offers a supportive environment for career advancement. If you are passionate about making a difference in financial services, this opportunity is for you.

Qualifications

• 3+ years experience in trust or employee benefits administration.
• Knowledge of MIP and Viewpoint systems is essential.

Responsibilities

• Serve as super user and data specialist on MIP and Viewpoint.
• Perform quality checks on records and manage compliance.

Skills

Effective communication

Decision-making quality

Information gathering

Concern for accuracy

Planning and alignment

Customer focus

Collaboration

Results orientation

Resilience

Innovation cultivation

Education

Grade 12

B. Comm Degree or Diploma in Finance or Risk

Tools

MIP

Viewpoint

MS Office

Advanced Excel

Job description

Pay: Competitive

Location: Bellville/Western Cape

Employment type: Full-Time

Job Description

• Req#: 21887

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure, and prosperous. With deep client understanding and a focus on excellence in technology, client, and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement, and fiduciary services accessible through various platforms.

Outputs / Core Tasks:

• Serve as super user and data specialist on MIP and Viewpoint to resolve complex problems.
• Perform quality and control checks on records such as new accounts, payments, and terminations daily.
• Investigate and resolve discrepancies in the above processes.
• Provide reports for business use.
• Collect and collate samples for internal and external audits and respond to queries.
• Manage a comprehensive list of critical processes.
• Ensure risk management and compliance within the team.
• Manage and coach quality and control officers.

Requirements:

Qualifications:

• Grade 12
• B. Comm Degree or Diploma in Finance or Risk (advantageous)

Experience:

• At least 3 years relevant experience in trust or employee benefits administration.

Knowledge:

• Knowledge of MIP and Viewpoint systems
• Knowledge of FSCA administration
• Knowledge of applicable legislation
• Knowledge of financial concepts, trusts, retirement funds, group schemes, and beneficiary funds
• Computer skills (MS Office, advanced Excel)

Competencies:

• Effective communication
• Decision-making quality
• Information gathering
• Concern for accuracy
• Planning and alignment
• Customer focus
• Collaboration
• Results orientation
• Resilience
• Innovation cultivation

Build a successful career with us

We are committed to building strong, lasting relationships with our employees. We support your hopes for the future—career growth, personal development, and achievement. We pride ourselves on helping employees realize their potential. Our group, comprising Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, MiWay, and the Group Office, offers many opportunities for growth and development.

Turnaround time

The shortlisting process begins after the application deadline. The duration depends on your progress and manager availability.

Closing date: 23 June 2023

Our commitment to transformation

The Sanlam Group is committed to transformation and diversity. We aim for a diverse, inclusive, and equitable workplace, believing these are key to a sustainable business in South Africa. Employment Equity plans and targets will be considered during selection.

About the company

As one of South Africa's largest financial services groups, Sanlam provides insurance, investment, financial planning, and retirement advice to individuals, businesses, and institutions.