International Administrator Gi - Tygervalley, South Africa - Sanlam

Sanlam

Verified Company

Tygervalley, South Africa

3 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

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 daytoday 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
Qualifications and experience
Grade 1 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 timeOur commitment to transformation**Glacier is committed to excellence and striving towards Employment Equity. 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.