Technical Accounting Officer

Santam; Cape Town; On-site; ZAR 240,000 - 400,000; Full time

Job summary

Santam is seeking a candidate to provide support on routine accounting tasks including journal entries and reconciliations, and to assist in the preparation of financial reports. The role ensures compliance with procedures and internal controls, coordinating routine accounting activities and processing financial transactions as needed.

The ideal candidate has an Undergraduate degree or relevant certification, a Bachelor’s degree or equivalent, and at least two years in financial services or

Qualifications

• Undergraduate degree or relevant certification.
• Bachelor's degree or equivalent level.
• Minimum of 2 years experience within a financial services or insurance enviroment in a similar role.

Responsibilities

• Monitor and analyze data using established finance systems and protocols.
• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
• Use data management systems to access specific information as and when required.
• Extract and combine data to generate standard reports.
• Execute routine tasks related to managing financial transactions, including processing payments and assisting in reconciling bank statements.

Skills

Database Reporting

Data Collection

Information Retrieval

Financial Accounting

Review and Reporting

Data Control

Education

Undergraduate Degree or relevant certification

Bachelor's Degree or Equivalent Level

Job description

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Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

Purpose of the Role

Provides support on routine accounting tasks including journal entries, reconciliations, financial data processing. Assists in the preparation of financial reports and ensures compliance with accounting procedures and internal controls. Coordinates routine accounting activities and ensures accurate processing of financial transactions. Provides basic assistance with reconciliations, data entry, and financial documentation, and escalates discrepancies or issues as needed.

Overview of Role Responsibilities (Level 1-13)

Financial Management and Control- Level 4 - Process Expert
Monitor and analyze data using established finance systems and protocols.

Data Collection and Analysis- Level 4 - Process Expert
Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Data Management- Level 4 - Process Expert
Use data management systems to access specific information as and when required.

Insights and Reporting- Level 4 - Process Expert
Extract and combine data to generate standard reports.

Financial Transactions Management- Level 4 - Process Expert
Execute routine tasks related to managing financial transactions, including processing payments and assisting in reconciling bank statements.

Required Skills

Database Reporting - Intermediate
Works at an intermediate level to use database reporting tools and techniques. Typically works with guidance.

Categorizing and Classifying Information - Intermediate
Works at an intermediate level to utilize systems and tools to support categorizing and classifying data and information. Typically works with guidance.

Information Retrieval and Searching - Intermediate
Works at an intermediate level to utilize systems and tools required to search for new data or retrieve existing data in a database. Typically works with guidance.

Financial Accounting - Intermediate
Works at an intermediate level to apply financial accounting principles, classifying, measuring and recording company financial transactions. Typically works with guidance.

Review and Reporting - Intermediate
Works at an intermediate level to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. Typically works with guidance.

Data Control - Intermediate
Works at an intermediate level to acquire, organize, protect and process data in order to fulfill business objectives. Typically works with guidance.

General Experience

Minimum of 2 years experience within a financial services or insurance enviroment in a similar role.

Managerial Experience

None

Education

Undergraduate Degree or relevant certification

Bachelor's Degree or Equivalent Level

Ensures Accountability

Plans and Aligns

Tech Savvy

Manages Complexity

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.

Our recruitment process

Onboarding

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

TIPS & TRICKS

Getting ready for your interview

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.