Administrator Linked Investments at Sanlam Group

What will you do?

• To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes

The following outcomes will be expected to be achieved by Administrator Linked Investment:

• Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g. Financial Identification Client Act (FICA), Pension Funds Act, and Long Term Insurance Act
• Identify, investigate and escalate any outstanding requirements (e.g. verification of signatures) and/or incomplete documentation (e.g. ID copy, bank statement) needed for the investment instruction to be processed accurately and timeously back to the source (i.e. client, Advisor, Executor or Consultant). 
• Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times. 
• Authorise the client investment instructions captured on the workflow as per the agreed mandate and applicable SLA. 
• Scan and file all client documentation (such as, client application form, manual payments, original FICA documentation, etc.) in terms of the prescribed regulatory (e.g. Record Management policy) and Consumer Protection Act requirements for record purposes. 
• Process instructions accurately and timely to ensure they get to management company (ManCo) on record time. 
• Log onto the telephone system (Avaya) as per the pre-defined team's daily schedule to answer incoming calls from internal and external clients.
• Perform outbound calls to clients and brokers for outstanding requirements.
• Take ownership of the client’s queries by ensuring that feedback is given to the internal and external client within SLA.

Qualifications and experience

• Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent 
• 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Adhering to Principles and Values
• Excellent Writing and Reporting Skills
• Highly Analytical
• Adapting and Responding to Change

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 3 to 4 years related experience.