Operations Administrative Assistant: SLS SC SFP (Lynnwood) (PG 06)Date: 15 Aug 2024
Location: Pretoria, Gauteng, ZA
Who are we? Sanlam is a business that focuses on the middle and affluent market. We are 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. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.
To provide and deliver effective and comprehensive administrative support services to the Succession Financial Planning Sales Team. The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills, and the ability to multitask.
Output/Core Tasks: Provide administrative support to the Succession Sales Team in terms of the following:CommPay and Sanfin Relationship ManagementJira ManagementCommPay setup, management, and maintenanceEstablishing and maintaining networks with key stakeholders and other administrative support staff.Commission Query managementSuspense account managementMail and information managementClient liaisonTime and priority managementAdministrative supportWhat will make you successful in this role?Experience at IRESS or relatedGood communication & presentation skillsSupport with conducting related research and reportingSupport with other related ad hoc projectsQualification & experienceGrade 12National Diploma or Degree in IT or relatedAdministration qualification preferableExperience with the financial services industry will be an advantageKnowledge and skillsMS: Office (Excel, Word, PowerPoint, Outlook)Financial services industry knowledge and interestRelevant regulatory legislation and compliance knowledge and interestPersonal qualitiesTech savvyCultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilityCommunicates effectivelyPlans and alignsAction orientedInstils trustCore CompetenciesBeing resilientCustomer focusCollaboratesCultivates innovationDrives resultsTurnaround timeThe closing date for applications is 23 August 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.
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.
Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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