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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?
- This is an administrative support position that reports directly to an Operations Manager in the region. The ISA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.
Proactively contact active clients to enhance customer retention and provide support to intermediaries
- Build positive working relationships with intermediaries and with clients for repeat businesses.
- Ensure a high level of client satisfaction through proactive support
- Provide internal feedback on how to improve client retention
- Analyse client account trends to continuously improve retention.
- Assist with other administrative tasks as needed
- Provide lapse support to intermediaries and business stakeholders.
What will make you successful in this role?
Qualification & experience
- Grade 12 or equivalent qualification
- A relevant tertiary qualification would be advantageous
- One year’s sales experience in sales/retail environment
- Client engagement/ Client service / call centre experience will be beneficial
Knowledge and skills
- A minimum of 2 years relevant administrative experience within the financial services industry is advantageous
- Prior experience within a Broker or Advisor Services environment is advantageous
- Insurance product experience and knowledge of relevant quotation processes and systems is advantageous
Personal qualities
- Excellent customer service skills.
- Strong conflict resolution skills.
- In-depth knowledge of sales and marketing knowledge.
- Ability to remain calm and professional in stressful situations.
- Advanced communication and interpersonal skills.
- Empathy and patience
- Cultivates Innovation
- Client Centricity
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Plans and Aligns
- Communicates Effectively
- Action Oriented
- Optimizes Work Processes
- Treating Customers Fairly
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What will you do?
- This role requires in depth interaction with Authorised Principals (AP's) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist AP's in their own development as leaders.
- This is a regional sales management role which is also responsible for the managing and development of Financial Advisor's with varying levels of experience in the different MO Bluestar businesses. These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside.
Output/Core Tasks
The expectations of the role is to:
- Create and drive sales plans, targets and growth
- Marketing and business building support (including assistance in work site management)
- Coaching and development of FA's
- Manage business retention processes
- Compliance and risk management (including approval of new business)
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
What will make you successful in this role:
Qualification and Experience:
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a team/unit
- Management Diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
- RE
Knowledge and Skills:
To be successful you will need to demonstrate good experience in:
I.T:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Advice Partner, Sanfin, Leads program, Santrust, Santax, Sanport)
- AUTONUB
- NUB 974
- Recruitment and recruitment processes
Business/Management:
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal Technical Knowledge (product related)
- Relevant regulatory legislation and compliance knowledge (FAIS accreditted)
- Business planning
- New and Existing business processes
- Advisor contracts and remuneration
- Sales and marketing processes and practices
- Leads management and campaigns/competitions
- Management skills to manage staff
- Budgets and expense management
- SFA distribution model and value propositions
Personal Qualities:
- Cultivates Innovation
- Client Centricity
- Drives Results
- Ability to collaborate
- Flexibility and Adaptability
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
- Treating Customers Fairly
The closing date for applications is 21 August 2023.
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What will you do?
The primary function of this role is to provide support to the Recruitment and selection Consultant in terms of the following:
Output/Core Tasks:
- Office and diary management
- Mail and information management
- Travel arrangements
- Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
- Preparation of documents and the distribution thereof for the above
- Minute taking
- Consolidate and provide relevant reports
- Assistance with managing the MyWorkspace process
- Assist with adhoc requests
- E2 Financial payments & order supplies
- Providing support to Managed Outsourced Units
What will make you successful in this role?
Qualification and Experience
- Grade 12
- Secretarial Qualification/Diploma
- A minimum of two years Secretarial/Personal assistant experience.
- Previous experience in a Sales environment will be an advantage.
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- E2 Financials and Service Request system (SRS)
- Amex Travel system
- Computer literacy (specifically advanced knowledge and well developed skills with regards to MS-Office)
Personal Qualities
- Communication & Literacy
- Assertiveness
- Adaptability/flexible
- Concern for accuracy and attention to detail and order
- Technical knowledge & skills
- Treating customers fairly (TCF)
- Stress tolerance
- Problem-solving
- Decision-making
- Managing work
- Organization/Time Management
- Detailed orientated
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What will you do?
- Checking all Mandates and FICA for completion
- Opening of all new accounts on BDA, XPLAN & MAIA
- Processing account and mandate amendments on BDA, XPLAN & MAIA
- Processing account closures
- Processing payments
- Mailbox management and distribution of tasks
- Reviewing new accounts and client maintenance changes
- Assist with the processing of journals
- Attend to and resolve queries
- Supporting Role to PMA, BSM, PM’s and reception, as and when required
- Assist BSM with daily operational duties and 100% back up to BSM
- Assist with adhoc requests/tasks
What will make you successful in this role?
- Experience within the 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 Mathematics /Accounting and advantage)
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within the financial services industry is essential
Knowledge and skills
- Computer literacy – MS Office and Excel
- Working knowledge of BDA / MAIA and advantage
- Knowledge of private client processes 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?
- Responsible for a section of the human resources function within an organisation covering a variety of human resources functions, e.g. performance appraisal, recruitment of professional employees, job evaluation, monitoring of salary surveys, employee assistance. May assist with related human resource projects. Alternatively, could be a specialist in only one aspect i.e. remuneration, industrial relations, recruitment, employee assistance et cetera. Includes administrative duties and project co-ordination.
Key Responsibilities
- Act as the project administrator for all people processes managed by the Human Capital Business Partner (HCBP).
- Champion the employee experience through the employee life cycle from onboarding to terminations.
- Assist employees with formulation of their individual Goals, as required.
- Manage the training administration processes.
- Co-facilitate team interventions with the HCBP as required.
- Prepare all slide decks for the HCBP.
- Schedule meetings for people processes as required by the HCBP.
- Arrange logistics for people processes and team interventions and process payments / invoices for service providers.
- Manage the recruitment process for vacancies assigned by the HCBP with the recruitment sourcing team.
- Act as the liaison with the recruitment sourcing team for all recruitment related projects.
- Schedule / facilitate reference checks as required.
- Schedule / facilitate background checks as required.
- Perform the onboarding process administration for new joiners.
- Drive system adoption and field system related queries (SAP Success Factors).
- Field all employee and Line Manager queries and direct to appropriate team members.
- Schedule / facilitate exit interviews as required.
- Take minutes / process invoices as related to employee relations processes.
Minimum requirements
- Business related degree
- 2 – 3 years’ experience as a Human Capital Coordinator or Project Administrator
- Experience building slide decks will be an advantage
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What will you do?
- Manage Office:
- Switchboard
- Hostess functions when welcoming and attending to all clients
- Manage refreshment orders for meetings, presentations and the office
- Office stationery and suppliers' invoices
- Gqeberha client event coordination
- Liaise with the marketing department
- Assist with administration for events being held including the branding equipment
- Liaise with courier companies
- Proactively manage all client, intermediary and third-party manager queries and process their requests
- Collate:
- Corporate Actions
- Private Placements
- Client payment information and documentation
- Share transfer information and documentation
- Cash journal information and documentation
- Onboarding documents and quality check on all mandates and FICA information
- Cash receipts and submission thereof
- Score and Monthly Management fee reports
- Ensure client portfolios are up to date with the correct information
- Ad hoc administrative duties
- Monitor safe custody fees on BDA system
- Follow up on debit lists
- Monitor At Home positions
- Manage the diary for Portfolio Manager(s)
- Prepare Information packs for meetings
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
- Bachelor of Commerce Degree
- Registered person exam (would be an advantage but not mandatory)
- Basic understanding of the Private Client business and the stock-broking environment
- Experience within a financial services industry is essential
- Experience in a stock-broking environment is essential
- Bonds and Safex exams would be an advantage
Knowledge and skills
- Proficient in MS Office and Excel
- Working knowledge of financial systems
- Working knowledge of BDA
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
Method of Application
Use the link(s) below to apply on company website.
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