LISP Administrator (Intern) 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) and doing so as efficiently as possible while managing risk.

Key outcomes
The following outcomes will be expected to be achieved by the LISP Administrator:

• Operations support: Provide operations support using standard operating procedures. This includes aiding customers and team members as needed to maintain consistent team performance.
• Compliance and Risk Management: Carry out all tasks in accordance with applicable control and compliance regulations, as well as quality criteria
• Access the telephone system (Avaya) according to the established daily schedule of the team to respond to inbound calls from both internal and external clients. Provide a system generated Reference Number for all inbound and outbound calls to the client for query tracking and for audit purposes.
• 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, Long-Term Insurance Act, and Prudential funds 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.
• Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times. 
• Conduct continuous (weekly) non-scripted follow ups telephonically or by email on Transfers instructions to obtain outstanding information to process the client’s investment instructions as per the SLA.

Qualifications and experience

• Grade 12
• Have completed a relevant tertiary Degree or Diploma (Risk Management/ Accounting/ Finance/ Mathematics/ Marketing) 
• Be currently unemployed (have less than 1 year work experience)
• Be aged between 18 – 35 years

Competencies

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• MS Office (Word, Excel, PowerPoint, Outlook)
• Communication skills (verbal & written)
• Problem solving skills
• Adhere to principles and values
• Report writing 
• Strong analytical skills

Attributes

• Positive, can-do attitude 
• Ability to work under pressure/flexibility 
• Honesty, integrity and respect
• Ownership and accountability 
• Ability to co-operate and thrive both within an independent and team environment
• Self-starter with a growth mind-set