Administrative Coordinator: Shareholder Liaison Services at Sanlam Group

Under limited supervision provides administrative support to a department or a group of professionals. Performs complex and specialised tasks. Understands the impact of statutory/legal obligations and government legal requirements where required as part of the job function. Implication of the decisions and consequence are taken into account when performing administrative tasks. Collects, compiles and analyses complex data and information. Has the ability to exercise independent judgement and reasoning.

What will make you successful in this role?

• Shareholder Liaison:
  • Manage complaints and complex enquiries.
  • Relief to Client Liaison.
• Co-ordinate and project manage Shareholder communication distribution and Annual General Meeting logistics.
• Co-ordinate Dividend Payment & manage reconciliations.
• Assist with managing transfer secretary service level agreement.
• Financial Reporting and Budget control.
• Ad hoc; Office administration.
• Assist with tracing of shareholder projects.

Qualification And Experience

• B.Comm degree or relevant 3 year Business Administration qualification.
• Matric with Maths, Accountancy, English. Afrikaans as a subject will be to your advantage.
• Minimum of 5 - 7 years client services experience, preferably in a Shareholder services environment.
• Compiling budgets and doing reconciliations.
• Managing a corporate action equity (dividend) payment will be to your advantage.
• Assisting with Annual General Meeting preparations.
• Shareholder services and demutualisation background will be to your advantage.

Knowledge And Skills

• Deal with and resolve ad-hoc complaints, enquiries and investigations
• Supervision of output of employees
• Processing transactions and conduct simple calculations
• Good understanding of regulatory and statutory environment
• Understanding the operations of a Listed Share Register.
• Working with a Transfer Secretary will be advantageous.
• Sanlam systems: e2 Financials; jIstel; Content Manager will be to your advantage.
• Microsoft Outlook; Word; Excel.
• Understanding of Treating Customers Fairly (TCF); Financial Intelligence Centre Act (FICA) Protection of Personal Information Act (POPI) policies.

Personal Attributes

• Balances stakeholders - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - Contributing independently

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 business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets and Santam - the group provides many opportunities for growth and development.

Core Competencies

• Cultivate innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Stress tolerance
• Adaptability
• Analytical thinking
• Problem solving
• Excellent written & verbal communication skills in English.
• Buillding and Maintaining Relationships
• Planning and Organising
• Strong Decision making abilities
• Continuous Learning