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:

• Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
• Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call.
• 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)
• Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
• Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.

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.

Knowledge and Skills

• General Administrative Practices
• Risk, debt, MI and budgeting
• Logistical and events/meeting co-ordination
• Client relationship management

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently