Finance Administrator / Accountant - 6 Month Contract at Sanlam Group

What will you do?

• Compile a recon of fee inputs on the client relationship management (CRM) system vs the fee inputs on the fee system (Revport).
• Validate breaks on the recon by applying the business rules to either the CRM data or Revport.
• Interact with client services officer (CSO) for impacted portfolios to identify required action to clear breaks.
• Make updates to Revport or CRM to clear breaks.
• Capture client, portfolio, and fee information on Revport by applying business rules to CRM information.
• Create fee calculations on Revport.  
• Review procedures in Client services.
• Assist with testing on projects.
• Qualification and Experience
• Degree or Diploma with 2 to 4 years relevant experience

Personal Attributes

• Plans and aligns - Contributing through others
• Manages complexity - Contributing through others
• Financial acumen - Contributing through others
• Business insight - Contributing through others

Core Competencies

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