Administration Assistant - La Lucia at Sanlam Group

What will you do?

• Papertrail – electronic filing
• Infoslips – access to statements and contract notes
• BDA – Account loadings/maintenance, HLDG screen updates
• X-PLAN Wizard – CRM/creating groups model loadings
• Evolution – CGT tax take on cost
• Reception relief
• General administrative assistance required by the team

What will make you successful in this role?

• Experience within Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/ Accounts)
• Matric (essentially with Maths / Accounting an advantage)
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within financial services industry is essential

Knowledge and skills

• Computer literacy – MS Office
• Working knowledge of BDA an advantage
• Working knowledge of XPLAN an advantage
• Knowledge of a private client process and procedures
• Knowledge of the back office functioning and advantage
• Knowledge of FICA
• Target driven to meet deadlines
• Good time management

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results