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    International Administrator GI - Cape Town, South Africa - Sanlam

    Sanlam
    Sanlam Cape Town, South Africa

    6 days ago

    Sanlam background
    Description

    Who are we?

    The Sanlam Retail Affluent business (SRA) is dedicated to empower 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 that can be accessed through various platforms.

    Job purpose

    To be responsible for giving support to the Offshore Specialist offering excellent client service support and administration.

    Key Outcomes

    The following outcomes will be expected to be achieved by the International Administrator:

  • Assisting the Offshore Specialist in servicing brokers and in the process reaching monthly inflows targets
  • Assisting Business Development with administration for Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
  • Managing the Broker Database
  • Performing and providing analysis for Brokers
  • General day-to-day tasks associated with supporting the Offshore Specialist when dealing with clients and Intermediaries (Brokers/IFA)
  • Telephone enquiries and written communication
  • Assistance to Client/Intermediaries with regards any business queries
  • Distribution of Marketing Materials . application forms and brochures
  • Office Administration (co-ordinating of Managers' diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

    • Qualifications and experience

  • Grade 12
  • 3 years' experience in within the investment / collective investment service industry – with international exposure
  • Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
  • Exposure of the Investments/Sales Environment
  • Knowledge of Unit Trusts, Linked Products and Offshore products and investments
  • Communication skills (written & verbal)

    • Competencies

  • Maintaining Relationships
  • Attention to detail
  • Contributing to Team Success
  • Conflict Resolution
  • Analytical thinking and Problem Solving
  • Client Services Orientation
  • Planning and Organising
  • Excellent Decision Making Skills
  • Excellent Telephone Etiquette
  • Enthusiasm/ Proactive

    • Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Resilience

    • 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.

    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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