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    Client Service Investment Administration Consultant - Cape Town, South Africa - Sanlam

    Sanlam
    Sanlam Cape Town, South Africa

    5 days ago

    Sanlam background
    Description

    Who are we?

    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.

    What will you do?

    Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

    What will make you successful in this role?

    Job purpose

    To contribute to the processing, maintenance and management of tasks within the Investment Administration team.

    Key outcomes

    The following outcomes will be expected to be achieved by the Investment Administration Consultant (IA)

    • Daily nett/buy/sell transactional facilitation (manual and electronic)

    • Daily price capturing (manual and electronic)

    • Verification and capturing of Interest and dividend distributions

    • Daily money market rate capturing

    • Capturing and maintaining fund and wrap fund details

    • Quarterly Forex capturing

    • Stockbroker low fee income report

    • Daily cash focus payments

    • Exception control reports & QMF's (Query Management Facility)

    • Systems user-acceptance testing

    • General query resolution

    • Ad hoc projects

    Qualifications and experience


    • A relevant financial qualification would be to your advantage

    • Excel skills on intermediate level would be to your advantage

    • At least 2 years' relevant experience within the Collective Investment Schemes

    • Industry/LISP/Financial Services Industry would be to your advantage

    Competencies


    • Client Focus: strive to build strong client relationships and deliver client centric solutions

    • Cultivates innovation: looking at creating new and better ways for the organisation to be successful

    • Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives

    • Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances

    • Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations

    • Mathematical Skills

    • Analytical, logical & conceptual thinking

    • Attention to detail & Accuracy

    • Problem solving skills

    • Planning and organising skills

    • Ability to work under pressure

    • Communication Skills

    Attributes


    • Natural leadership ability

    • Positive, enthusiastic attitude

    • Teamwork & task driven

    • Ability to thrive under pressure

    • Honesty, integrity and respect

    • Initiative

    Please submit your application by 13 May 2024.

    Qualification and Experience

    Grade 12 with 3 to 4 years related experience.

    Knowledge and Skills

    Financial advice and supportAssist with production target achievementCompliancePartnership and network building

    Personal Attributes

    Business insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - 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 independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing 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.

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