Senior Fund Secretariat Administrator at Sanlam Group

What will you do?

The individual will be responsible for the fund secretariat services of the preservation funds and act as the monitoring person for umbrella funds.

What will make you successful in this role?

Key Responsibilities

• Responsible for the fund secretariat services which includes arranging for board meetings, finalising board packs, trustee action items and resolutions for smaller umbrella funds
• Act as a liaison between administration of the fund and the Board and relevant stakeholders
• Acts as a monitoring person for the relevant umbrella funds
• Responsible for fund secretariat projects

Minimum Requirements

• Matric with mathematics and/or a wealth management qualification
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• 3 - 5 years’ experience in Retirement Fund administration
• Knowledge of retirement fund administration and dealing with professionals like Trustees and the FSCA.

Qualification And Experience

• Grade 12 with 4 to 5 years related experience.

Knowledge And Skills

• Customer Service
• Reporting and Administration
• Quality, Compliance and Accreditation
• Business processes
• Services knowledge

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently