Operations Administrative Assistant: SLS SC SFP (Lynnwood) (PG 06) at Sanlam Group

What will you do?

• To provide and deliver an effective and comprehensive administrative support services to the Succession Financial Planning Sales Team.  
• The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multitask.

Output/Core Tasks:

• Provide administrative support to the Succession Sales Team in terms of the following:
• CommPay and Sanfin Relationship Management 
• Jira Management 
• CommPay setup, management and maintenance 
• Establishing and maintaining networks with key stakeholders and other administrative support staff.
• Commission Query management 
• Suspense account management
• Mail and information management
• Client liaison
• Time and priority management
• Administrative support

What will make you successful in this role?

• Experience at IRESS or related 
• Good communication & presentation skills 
• Support with conducting related research and reporting
• Support with other related ad hoc projects

Qualification & experience 

• Grade 12
• National Diploma or Degree in IT or related
• Administration qualification preferable
• Experience with the financial services industry will be an advantage

Knowledge and skills 

• MS: Office (Excel, Word, Powerpoint, outlook)
• Financial services industry knowledge and interest
• Relevant regulatory legislation and compliance knowledge and interest