Who are we?
SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
What will you do?
We are seeking a highly motivated and detail-oriented Finance Assistant to join the Academy team. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for finance and data analysis. The individual will be responsible for providing finance support, conducting data analysis, and delivering insights to support decision-making and stakeholder management. In addition, the function also undertakes the administration and co-ordination of monthly financial procedures (journals and invoicing), budget projections, record keeping, and various different reporting of key data to management and SPF areas.
What will make you successful in this role?
Core Tasks/ Key Responsibilities:
Financial Administration
Assist with budgeting, forecasting and financial reporting
Analyze financial data and performance indicators to identify trends and opportunities.
Monitor and report on financial performance against targets.
Reporting: Data Analysis and Insights
Conduct data analysis to identify trends and patterns.
Prepare reports and presentations to communicate insights.
Develop financial models and conduct scenario analysis.
Collaborate with other departments to support business initiatives.
Draft Academy Balanced Scorecard ATR and WPS
Other Ad-hoc reporting
Stakeholder Engagement and Management
Build and maintain relationships with stakeholders
Provide support and guidance to stakeholders
Assist with ad-hoc queries (bursary request and FPI membership fees)
Qualification and Skills
Grade 12
Preferably tertiary qualification (degree/diploma) in financial management/accounting
Administrative and co-ordination experience
3-5 years finance support experience within financial services environment
Knowledge and Skills
IT/systems/tools:
MS: Office (Excel, Word, PP, Outlook)
SharePoint
SAP~S4 Hanna/E2
Sanpay
Lotus notes
J-ESTELL
Business:
Good understanding of the different DA training programs and courses
Basic to intermediate budgeting projections and reporting
Financial transaction processes: journals, payments and invoicing
Events and logistical co-ordinations
Sound financial services industry knowledge
Relevant compliance and legislative knowledge (i.e.: POPI)
Risk and audit requirements relating to financial payments and journals
Payment processing
Invoicing
Reconciliations and journals
Billings and collections
MIS and reporting
Accounts and supplier management
Service level agreements (SLA's)
Personal Attributes
Quality orientation
Proactive and action orientated
Communication skills
Accurate with attention to detail
Relationship and stakeholder orientation
Team Player
Good administrative skills
Structured and well organised
Good planning and co-ordination abilities
Attention to detail/accuracy
Pro-active
Team player
Clear communicator
Reliable
Able to build good relationships with others
Core Competencies
Cultivates Innovation
Client Focus
Drives Results
Collaborates
Flexibility and Adaptability
Financial Acumen
Plans and Aligns
Action Orientated
Communicates Effectively
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.
Closing date: 08 October 2024
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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