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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?
Key Responsibilities:
Drafting of Financial statements and audit file.
Assisting with audits and peer reviews of audit files.
Trustee reporting and review of admin information
Responsible for ensuring timeous bank and triangle reconciliations and quality thereof
Assisting with all GL, bank recon and triangle queries
Review - bank declaration, key GL reconciliations, unit reconciliations
Management and review of reserve accounts
ET approvals
PAYE payments and submissions, payments of IT88’s
Gathering of internal audit documents and actuary information
Updating of daily reconciliation process & review of month end file
People Management - Mentoring & coaching of Fund Accountants.
Compilation of event runs, imports and manual trades.
Reporting – submission of Exco report information
Compilation and peer review of OLAP reports
Qualification & Experience
Financial degree or diploma or 5 years relevant experience
Minimum of 5 years relevant experience in the Employee Benefits industry
Experience in drafting financial statements or conducting audits preferred
Proficient in Microsoft product (Excel, Word, Outlook etc.)
Sound knowledge of financial statements and IFRS requirements
Knowledge of Caseware preferred
Knowledge of legislation applicable to the retirement fund industry
Preference will be given to candidates who have completed their articles
Knowledge and Skills
Knowledge of legislation applicable to the retirement fund industry
Previous retirement fund experience will be advantageous
Certificate of Proficiency will be advantageous
Proficiency in MS Office (Word, Excel and Outlook)
Personal Qualities
Responsible with a high level of accountability
Excellent interpersonal and communication (written and verbal) skills
Client focus
Professional profile
Excellent report writing skills
Effective time management skills
Process orientated
Self-motivated with a strong focus on delivery
Conceptual thinking skills
Must be able to work under pressure, Individually or as member or a team
Team player
Innovative thinker with good problem-solving skills
Flexible
Able to adapt to change
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
What will you do?
Key Responsibilities:
Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core.
Supervision of and sign-off on correctness of administrator(s) processing, recording, reporting and related compliance matters.
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)
What will you do? (key responsibilities continues)
A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
Investigate, resolve and respond to ad hoc operational requirements, internal and external. (Verbal and in writing)
Identify and inform Management of any issues. (Escalation)
Handle all internal and external client requests and enquiries in a professional manner.
Monitor the work management system and escalate critical incidents.
Foster and maintain the relationship with internal departments e.g. Internal auditors Fund accounting, Legal.
Effectively manage and coordinate the daily workloads and work functions of a small team.
Qualification & Experience
Matric/Grade 12
3 to 4 years Employee Benefits Experience
Death claim Investigations and processing will be advantageous
A relevant tertiary qualification will be advantageous
Certificate of Proficiency (COP) or Introduction to Retirement Funds (IRF) qualification will be advantageous
Knowledge and Skills
Previous retirement fund experience
Proficiency in MS Office (word, excel, power point)
Conflict management at supervisory level
Behavioral 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
Inter-personally skilled
Ability to collaborate and pull information together
Proactive attitude and a team player
Our aim is to help you 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 Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Use the link(s) below to apply on company website.
Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply
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