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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- Deal with all client, intermediary and third-party manager queries
- Assist with opening/closing of accounts and all related queries
- Assist with and check daily payments
- Assist with the processing of journals, share transfers and transfers of accounts
- Assist with admin related queries around estate late process
- Third party journals and invoicing
- SCI and other Manco Investments / disinvestments (LISP process)
- Assist with corporate actions
- Follow up on debit lists
- Collate and submit score and monthly management fee reports
- Assisting PMs with FAIS supervision work
- Run with special projects and execution
- Quality and Assurance checking and adherence to compliance e.g. Evolution system and overseeing trade allocations
- Training to intermediaries on SPW account opening process and documentation
- Attend to and resolve queries
- Assist with adhoc requests / tasks
What will make you successful in this role?
- Experience within Private Wealth Industry
- High level of accuracy
- Excellent communication and interpersonal skills
Qualification and experience
- Tertiary and/or industry related qualification would be an advantage (with Finance/ Accounts)
- Matric (essentially with Maths / Accounting an advantage)
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within financial services industry is essential
Knowledge and skills
- Computer literacy – MS Office
- Working knowledge of BDA / MAIA an advantage
- Knowledge of a private client process and procedures
- Knowledge of the back office functioning an advantage
Personal qualities
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
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What will you do?
- The Client Service Consultant Operations - New Business will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service New Business Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is always updated with progress thereof.
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system.
Reporting
- Ensure that you report suspicious activities timeously to the relevant departments.
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe.
- Pass all your In-House Product and Process Assessments.
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs.
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients.
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency.
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.
Ad-hoc tasks
- Client service project involvement as and when required.
- Resolving queries received from various stakeholders timeously.
- Assist the Operations department where assistance is required.
Qualifications
- Matric / Grade 12 (Essential) with Maths.
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider experience (Advantageous)
- Ability to fully converse in English
- Ability to read and understand Afrikaans
Competencies
- Resilience
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (overtime)
- Ownership
- Decision making and accountability
- Numerical reasoning
- Strong verbal and written communication skills
Attributes
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure and long hours
- Ability to co-operate and thrive both within an independent and team environment
go to method of application »
Job purpose
- The Client Service Consultant Operations Claims will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations – Claims:
- Accurate processing of repurchases, external transfers, internal transfers, retirements and death claims, New business and ad hoc investments and any other transaction necessary to complete the transaction on the administration system
- Ensuring all instructions received comply with the business rules and legal regulations
- Apply various legislations where applicable (Section 14, Directive 135)
- Work closely with legal department to ensure compliance
- Assist in the prevention of fraud and money laundering by ensuring that all requirements are met
- Daily/weekly contact with all industry role players (Brokers, advisors, SARS, Trustees etc.)
- Prepare recommendations for Trustees with respect to death/disability claims
- Calculation of benefits with regards to death claims
- Technical understanding and product knowledge of all investment products (discretionary and contractual)
- Solving problem queries from intermediaries & clients via phone, email and fax (soft skills).
- Daily quality assurance of all business processed
- Ad-hoc client service project involvement
- Work with sense of urgency to ensure deadlines and SLA’s are met
- Assisting Business Analysts and IT with software release testing.
Qualifications and Experience
- Matric / Grade 12
- Relevant financial qualification would be to your advantage
- 2 years’ experience within the Linked Investment Service Provider environment and with strong administrative skills.
- DSP and CSP product knowledge would be to your advantage
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Relationship Building Skills
- Communication Skills (English and Afrikaans
- Attention to Detail
- Accuracy
- Numerical Skills
- Computer Skills (MS Office products)
- Flexibility (overtime)
- Customer Service Orientation
- Knowledge of investment or linked product industry
- Positive, enthusiastic attitude
- Tenacity
- Ability to work as part of a team
- Ability to work under pressure
- Ownership
- Typing proficiency
Attributes
- Positive, enthusiastic attitude
- Honesty, integrity and respect
- Ability to work under pressure
- Ability to co-operate and thrive both within an independent and team environment
go to method of application »
What will you do?
- The Client Service Consultant Operations - New Business will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service New Business Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is always updated with progress thereof.
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system.
Reporting
- Ensure that you report suspicious activities timeously to the relevant departments.
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe.
- Pass all your In-House Product and Process Assessments.
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs.
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients.
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency.
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.
Ad-hoc tasks
- Client service project involvement as and when required.
- Resolving queries received from various stakeholders timeously.
- Assist the Operations department where assistance is required.
Qualifications
- Matric / Grade 12 (Essential) with Maths.
- Relevant tertiary qualification (Advantageous)
- Ability to fully converse in English
- Ability to read and understand Afrikaans
Competencies
- Resilience
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (overtime)
- Ownership
- Decision making and accountability
- Numerical reasoning
- Strong verbal and written communication skills
Attributes
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure and long hours
- Ability to co-operate and thrive both within an independent and team environment
go to method of application »
What will you do?
PURPOSE OF THE ROLE
- To provide various operational, administrative, and reporting activities across all channels to support the effective and efficient working of the branches and advisors.
Key Responsibilities
On boarding and administration of advisor/SAI’s and new broker contracts:
- Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE checks.
- Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
- Ensure all branch training registers are updated and filed on a monthly basis.
- Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
New Business Processing:
- Capture and attach all new business applications on the relevant system.
- Conduct affordability checks on all written policies, when required.
- Check and provide an update on SSLP pending new business.
- Ensure Stop Order lodgements/cancellations are coordinated and submitted by the required cut-off times.
- Prepare and submit lodgements as per the required processes and timelines.
- Identify and correct account-related rejections.
- Scanning and indexing of paper-based applications.
Policy Servicing
- Ensure that client amendments are submitted and processed timeously and follow up for completion.
- Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.
- National support to outsourced brokers queries via email
Retentions Reporting
- Pull and analyse all required monthly and weekly reports and distribute, where required, to sales managers, branch managers and advisors
5. Ad hoc administrative support
- Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
- Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
- Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
- Prepare the required data for advance commission payments/loans.
- Manage the resolution of any facility related issues.
- Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
Qualifications
- Matric (Grade 12)
- Diploma or degree in related field will be advantageous
Knowledge and Experience
Knowledge:
- In-depth understanding of industry standards
- Working knowledge of products and services (advantageous)
- Knowledge of regulatory and compliance frameworks would be advantageous
- Customer engagement principles
Experience:
- 2 - 3 Years experience in an administrative capacity in an operational environment.
- Experience in the insurance industry would be advantageous.
- Demonstrated client engagement experience.
- Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
Conditions of Employment
- Clear criminal and credit check
- Smart phone
- Own transportation
Personal Attributes
- Plans and aligns - Contributing dependently
- Communicates effectively - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
Core Competencies
- Being resilient - Contributing dependently
- Customer focus - Contributing dependently
- Collaborates - Contributing dependently
- Cultivates innovation - Contributing dependently
- Drives results - Contributing dependently
go to method of application »
What will you do?
This role will be cantered around the generation and maintenance of PPT presentations as required by the business. You will be part of the graphic design team within marketing. You will also be required to use existing templates to facilitate the design of communications like:
- Email, web, zoom, event digital banners.
- Top and tail of client webinars.
- Update / Generate social media content.
- Generate digital design elements (like 1 pagers / brochures).
What will make you successful in this role?
Technical competencies
- An understanding of Microsoft office (PPT, MS WORD, EXCEL) is required.
- Good working knowledge of Adobe Creative Cloud.
- Overall graphic design function within a marketing environment.
- Development to learn Adobe After Effects, to do video production if required.
Behavioural competencies
- Ability to work independently and be proactive.
- Strong team player and solid interpersonal skills.
- Meticulous attention to detail.
- Willingness to work flexible hours when required.
- Results-focused and do whatever it takes to get the job done.
- Ability to work within a pressurized environment and adhere to tight deadlines.
- Passionate and high energy.
- Demonstration of living the company’s values – being transparent, passionate and an innovator.
Minimum requirements
- Minimum of 5 years’ experience in PPT creation.
- Recognised industry related training / Graphic design N Diploma.
- This role will follow a hybrid work setup (remote and onsite where required).
Key Responsibilities
- Attend to overall layout within PPT environment.
- Presentation formatting according to: SI, Graviton and Satrix CI.
- Meeting with stakeholders.
- Create master templates / items (Slide masters, presentations, graph origination, redesign of graphs).
- Creating visually appealing storyboards within PPT environment for roadshows/events.
- Format graphs where possible from native source files like Excel.
- Develop full creative for themed presentations when requested.
- Ensure overall look and feel complies with Sanlam Investments CI and brand guidelines.
- Attend dry runs for PPT presentations with speakers.
- Working knowledge of Adobe Indesign / Illustrator / Photoshop / After effects.
Method of Application
Use the link(s) below to apply on company website.
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