Jobs at Sanlam

Key Responsibilities

• With logical thinking and excellent numerical skills, provide support to the Financial Manager in the execution of his/her responsibilities, including:
  • verifies and allocates details of business transactions to accounts
  • receiving of invoices from suppliers, checking reasonability and processing
  • calculates and processing of invoices for fee income
  • ensures collection of income
  • completing reconciliations
  • reviews completeness and accuracy of financial record keeping
  • managing of expenses against budgets and report back to management (IT / Marketing / cellphone / training)
  • compiles reports to management
  • resolving payment and invoicing queries
  • completing rebate calculations
  • assisting with month-end procedures, including provisions and reporting
  • assisting internal and external auditors with their requests
  • assisting with annual budget processes
  • follow up on outstanding receivables / payables
  • check and authorize broker payments
  • ad hoc requests
  • completion and submission of asset and flows report (portfolio list)
  • manager fee expense reasonability checks and payments

What will make you successful in this role?

Minimum Experience & Qualifications

• Accounting Diploma / Degree is advantageous
• 3 - 5 years' in a similar role in the financial services industry

Behavioural Competencies

• Business Insight - applying knowledge of business and the marketplace to advance the organizations goals
• Action Orientated - taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
• Manages Ambiguity - operating effectively even when things are not certain or the way forward is not clear
• Communicates Effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences

Technical Skills

• Strong attention to detail and proactive attitude
• Drives results
• Being resilient
• Collaborates

Technical Competencies

• Proficient in Accounting
• Proficiency in Microsoft Office; Advanced Excel skills is essental
• EssBase experience will be advantageous
• IDU experience will be advantageous

Qualification And Experience

• Degree or Diploma with 4 to 6 years related experience.

Knowledge And Skills

• Recording of financial Transactions
• Reconciliations and query resolution
• Compliance with SOP's and SLA's
• Authorisation of transactions within mandates

Personal Attributes

• Manages conflict - Contributing independently
• Demonstrates self-awareness - Contributing independently
• Optimises work processes - Contributing independently
• Action orientated - Contributing independently

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Under limited supervision provides administrative support to a department or a group of professionals. Performs complex and specialised tasks. Understands the impact of statutory/legal obligations and government legal requirements where required as part of the job function. Implication of the decisions and consequence are taken into account when performing administrative tasks. Collects, compiles and analyses complex data and information. Has the ability to exercise independent judgement and reasoning.

What will make you successful in this role?

• Shareholder Liaison:
  • Manage complaints and complex enquiries.
  • Relief to Client Liaison.
• Co-ordinate and project manage Shareholder communication distribution and Annual General Meeting logistics.
• Co-ordinate Dividend Payment & manage reconciliations.
• Assist with managing transfer secretary service level agreement.
• Financial Reporting and Budget control.
• Ad hoc; Office administration.
• Assist with tracing of shareholder projects.

Qualification And Experience

• B.Comm degree or relevant 3 year Business Administration qualification.
• Matric with Maths, Accountancy, English. Afrikaans as a subject will be to your advantage.
• Minimum of 5 - 7 years client services experience, preferably in a Shareholder services environment.
• Compiling budgets and doing reconciliations.
• Managing a corporate action equity (dividend) payment will be to your advantage.
• Assisting with Annual General Meeting preparations.
• Shareholder services and demutualisation background will be to your advantage.

Knowledge And Skills

• Deal with and resolve ad-hoc complaints, enquiries and investigations
• Supervision of output of employees
• Processing transactions and conduct simple calculations
• Good understanding of regulatory and statutory environment
• Understanding the operations of a Listed Share Register.
• Working with a Transfer Secretary will be advantageous.
• Sanlam systems: e2 Financials; jIstel; Content Manager will be to your advantage.
• Microsoft Outlook; Word; Excel.
• Understanding of Treating Customers Fairly (TCF); Financial Intelligence Centre Act (FICA) Protection of Personal Information Act (POPI) policies.

Personal Attributes

• Balances stakeholders - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - Contributing independently

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 business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets and Santam - the group provides many opportunities for growth and development.

Core Competencies

• Cultivate innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Stress tolerance
• Adaptability
• Analytical thinking
• Problem solving
• Excellent written & verbal communication skills in English.
• Buillding and Maintaining Relationships
• Planning and Organising
• Strong Decision making abilities
• Continuous Learning

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Duties & Responsibilities

• Assist with manager research analysis of traditional and alternative asset classes, predominantly domestic but also global, including both qualitative and quantitative analysis.
  • The role includes assistance in engaging with and researching fund managers in order to assess their skill, monitoring fund managers in which SI: MM is already invested, and the drafting of research reports and other analytical reports which are used by the internal and external stakeholders (clients) of the firm.
  • Analysis includes collecting information from fund managers and utilizing that information to describe and assess the fund managers' method of asset management, as well as developing critical insights about the managers and their methods. This analysis is both qualitative and quantitative in nature.
• Assist senior analysts with data collection and analysis and investment-related administrative tasks.
• Provide general investment support to the internal and external clients of the firm in any way that maintains and enhances the client experience.
• Contribute to general investment and research debate.
• Initiate research on current investment-related topics and write articles on research / industry / investment topics.

What will make you successful in this role?

Experience & Qualifications

• Appropriate undergraduate degree
• Post graduate degree, CFA, CAIA, or other

Technical Competencies

• Experience in multi manager research (preferable)
• Morningstart and Barra experience (preferred, not required)
• Excel

Qualification And Experience

• BCom, CFA, CA with 2 to 3 years related experience.

Knowledge And Skills

• Company research and analysis/fixed interest/alternative investments/property
• Rank companies within industry
• Stock Value Projection and performance variances
• Recommendations and presentation of results
• Financial Modelling

Personal Attributes

• Self-development - Contributing independently
• Decision quality - Contributing independently
• Financial acumen - Contributing independently
• Business insight - Contributing independently

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Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks
Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?

Qualification & experience

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills
To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customer fairly

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Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients’ investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy we are able to assist them in achieving their investment goals in the long run.

What will you do?

Key Responsibilities

Diary Management

• Multi Manager & Graviton team
• Arranging and coordinating meetings
• Multi Manager & Graviton team IC meetings coordination

Travel Arrangements

• Travel arrangements (domestic and international)
• Quarterly IC travel arrangements

Client and Board Duties

• Positioning Assistance: Correspondence, reports, tables and presentations
• Arrange meetings, video and telephone conferences
• Assist with preparing agenda and board documents for internal stakeholders

Project Management

• Internal Communication Strategy
• Feedback Loop built with all of EXCO, with mandate from CEO and HOB
• Manage Priority List

General

• Credit Card reconciliation
• Cellphone reconciliation
• Processing payments / claims, reimbursementa
• New starters setup as required
• Event coordination: client and team events coordination as required
• Back up for colleagues as required
• Telephone communication internally and externally

What will make you successful in this role?

Minimum Requirements

• Matric and an accredited secretarial qualification is essential
• Bachelor's degree is advantageous, but not essential
• Robust work tenure: 5 to 8 years of experience
• Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat

Behavioural Competencies

• Action Orientated - taking on new opportunities and tough challenge with a sense of urgency, high energy and enthusiasm
• Plans and Aligns - planning and prioritising work to meet commitments aligned with organisational goals
• Ensures Accountability - holding self and others accountable to meet commitments
• Resourcefulness - securing and deploying resources effectively and efficiently
• Builds Networks - effectively building formal and informal relationship networks inside and outside the organisation

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You will be leading the team at the forefront of designing and implementing the future of Actuarial Reporting through cutting edge technology. Working closely with the Business Intelligence (BI) team, you are responsible for developing and implementing tools to automate and streamline critical reporting processes utilising the latest BI technology and data engineering.

Engagement with top management, business, BI and reporting teams across the SLS cluster will be critical to the successful delivery of this role. Technology research and innovative proposals for Actuarial processes will be required to ensure we stay ahead in a fast-changing world.

The team as a whole is responsible for the following tasks:

• Pursuit of the Actuarial reporting target operating model primarily through process engineering and BI integration into the Actuarial valuations team
• Production support on the full suite of ACTVAL assets (Actuarial results store, APT cubes, VNB per policy database, Asset stress tool, Fund accounting and the Overlay model) to its stakeholders (SRA, SC, SRM and SPA-NAM)
• Engagement and support between actuarial reporting, Sanlam Group Technology, business and management
• User onboarding and access control
• Reference data governance
• SAP and BI training for end-users
• XLcubed data consumption software management (and licencing)
• Process improvements:
  • Mechanise Analysis of Surplus
  • Help actuarial reporting to use new technologies like ARS for IBNR
• IFRS 17 BI developments

What will make you successful in this role?
Qualifications
Role Requirements:

• An Actuarial or Data Science Degree will be considered

Experience & Knowledge

• Experience in an actuarial reporting environment including IFRS, EV, VNB and SAM bases
• Good knowledge of Sanlam Life’s products would be an advantage

Personal Attributes And Competencies

• Strategic thinking
• Strong technical and operational ability
• Strong operational process focus
• Good attention to detail
• Decision-making abilities
• Effective communicator of technical information
• Innovative and conceptual thinking
• Influencing/gaining commitment
• Building and maintaining relationships
• Results-driven
• Leadership and managerial qualities