Client Liaison: Shareholder Liaison Services at Sanlam Group

What will you do?

Under limited supervision, provides key support for functional groups, including performance of a wide variety of specialised clerical functions involving compiling and arranging data, making computations, laying out and preparing reports, processing and coding documents and maintaining specialised and comprehensive records and filing. Sets up and prepares statistical reports. Resolves discrepancies and may communicate with a variety of administrative and professional employees within and outside the company.

What will make you successful in this role?

• Effective shareholder services & liaison
• Effective and efficient annual general meeting (AGM) & communication projects support
• Effective Shareholder administration
• Effective and efficient transfer secretary and other Liaison
• Management reporting support
• Continuous Legislative and companies act amendments e.g. (Financial Intelligence Centre Act) FICA, PoPI, Div Tax
• Corporate action/s i.e. Cash Equity events (dividend payment)
• Corporate communications to shareholders i.e. financial results and notice of AGM
• External events: Tax season, Sassa applications for pension/disabilities
• Shareholder perceptions on financial market events
• Shareholders & general public
• Internal stakeholders: Ombudsman; Client relations, web & social media platforms; Management
• External stakeholders: 3rd party service providers & other (Sassa, Master, SARS)

Qualification And Experience

• Grade 12 certificate with Mathematics, English & Afrikaans or relevant qualification
• A minimum 5 years client services experience
• Shareholder and demutualisation processes
• Treating customers fairly (TCF), FICA, PoPI policy experience
• Computer literate (MS Word, Excel, Outlook); Sanlam systems: Jistel, SAP, content manager; policy services environment background Shareholder and Demutualisation background will be a recommendation

Knowledge And Skills

• Processing transactions and conduct simple calculations (where applicable)
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification
• Collating information for reporting
• Transfer of knowledge on leading practice and processes

Personal Attributes

• Plans and aligns - Contributing independently
• Communicates effectively - Contributing independently
• Interpersonal savvy - Contributing independently
• Optimises work processes - 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently