Sanlam Administrative Officer Job Vacancy in Welgemoed, South Africa

Job Title: Administrative Officer
City: Welgemoed
Division: Sanlam
Job Category: Financial Services
Business Unit: Sanlam Investment Cluster
Position Type: Permanent
Education Required: Not Indicated


SPI is a specialised investment house that manages assets for affluent private individuals, cultural organisations, charitable institutions and similar entities with investable assets of more than R1 million. They have the necessary capabilities and systems to provide a wide range of investment services, including domestic and offshore investment portfolios, stockbroking and allied services.

Key Responsibilities

Monitor SPI Corporate mailbox
Direct mails to correct branch and contact person and follow-up on actions

New client accounts for LISP
Review the completeness and validity of application pack received from LISP
Open new accounts on the BDA system within parameters on the SLA
Send confirmation to LISP and to SPI branch

Payments to and from LISP
Verify deposits from LISP on SPI bank statements
Ensure that the BDA and plan number combination is correct
Ensure payments requested are done by branches and processed within parameters of the SLA
Monitor all payments against LISP BDA accounts

Management information to LISP
Ensure that information supplied is accurate and is provided timeously

Mandates
Check mandate to see if it complies with fee rules,etc.
Load fees on system

Investment Advisory Services (IAS)
Assist with recons

Minimum Requirements

Matric (with Maths and/or Accounting)
Tertiary qualification advantageous
An accounting/ bookkeeping background would be beneficial
2 years’ experience in a related role

Competencies

Technical Competencies
Computer literacy (MS word, Power Point, Excel)
Working knowledge of BDA/ MAIA beneficial
Experience in stock broking / private client investments industry beneficial
Knowledge of the back office environment beneficial

Behavioral Competencies:
Excellent communication skills
High client orientation
Planning and organizing skills
Accuracy and attention to detail
Analytical and numerical skills
Ability to work under pressure
Excellent team orientation
Ability to manage own time effectively
Ability to deal with conflict

Deadline: 04/05/2012

Apply to:

http://www.sanlam.co.za/wps/wcm/connect/sanlam_en/Sanlam/Careers/Current+Vacancies/