Career Opportunities at Sanlam

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Key responsibilities

•     Performing calculations, liaises with other departments both verbally and in writing.
•     Monitor the bank statement daily and update the control
•     Manages their daily task and updates the team's controls that are in place
•     Manages their targets and meets deadlines 
•     Completion of (ROT) Recognition of Transfer documents correctly and accurately
•     Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.
•     Ensure all emails are attended to within 48hrs of receipt and demonstrating the ability to prioritise urgency and importance
•     Invest benefits transferred into our bank within SLA into the members record
•     Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
•     Adhere to service level agreements. (Internal and external.)
•     Adhere to internal controls and procedures in place.
•     Professional verbal and written communication and reporting to clients. (Internal and external.)
•     Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
•     Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
•     Maintain relationships with internal departments.
   

Qualifications and experience

•   Grade 12 
•   2 to 3 years EB working experience in a similar role.
   

Technical competencies

•     A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
•     Knowledge of Individual Transfers
•     MIPEB experience will be an advantage
•     Experience in applying vested nd non-veted values
•     Previous retirement fund administration experience will be advantageous
•     Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
   

Behavioural competencies

•     Strong attention to detail and proactive attitude
•     Strong ability to organize and prioritize
•     Excellent communication skills both written and verbal
•     Results focused and displays energy when performing tasks
•     Time management skills
•     Ability to work independently
•     Innovative and demonstrates initiative
•     Ability to perform well under pressure and meet deadlines
•     Good interpersonal skills
•     Ability to collaborate and pull information together
•     Proactive attitude and a team player
   

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Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Key responsibilities

•     Performing calculations, liaises with other departments both verbally and in writing.
•     Monitor the bank statement daily and update the control
•     Manages their daily task and updates the team's controls that are in place
•     Manages their targets and meets deadlines 
•     Completion of (ROT) Recognition of Transfer documents correctly and accurately
•     Handles anniversary processing, member and new member updates, medicals, paid claims for benefits and quotes for withdrawals and retirements.
•     Ensure all emails are attended to within 48hrs of receipt and demonstrating the ability to prioritise urgency and importance
•     Invest benefits transferred into our bank within SLA into the members record
•     Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report)
•     Adhere to service level agreements. (Internal and external.)
•     Adhere to internal controls and procedures in place.
•     Professional verbal and written communication and reporting to clients. (Internal and external.)
•     Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
•     Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
•     Maintain relationships with internal departments.
   

Qualifications and experience

•   Grade 12 
•   2 to 3 years EB working experience in a similar role.
   

Technical competencies

•     A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
•     Knowledge of Individual Transfers
•     MIPEB experience will be an advantage
•     Experience in applying vested nd non-veted values
•     Previous retirement fund administration experience will be advantageous
•     Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
   

Behavioural competencies

•     Strong attention to detail and proactive attitude
•     Strong ability to organize and prioritize
•     Excellent communication skills both written and verbal
•     Results focused and displays energy when performing tasks
•     Time management skills
•     Ability to work independently
•     Innovative and demonstrates initiative
•     Ability to perform well under pressure and meet deadlines
•     Good interpersonal skills
•     Ability to collaborate and pull information together
•     Proactive attitude and a team player