Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R189 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
Overview
The Administration Assistant will be part of the dynamic Sanlam iTrade team that delivers support services to clients who have direct market access to trade online in equities, ETFs and derivatives such as CFDs.
What will you do?
- Deliver general administrative support to clients trading in the local JSE market and more than 20 international markets through direct market access
- Open and maintain client accounts
- Assist clients with the use of online trading platforms
- Liaise with Sanlam Private Wealths trading desk on behalf of clients
- Assist with management of corporate actions and proxy voting
- Resolve client queries in an effective and timely manner
- Communicate to clients regarding trading and administrative matters
- Intra-day risk management and daily reporting to the Head of Online Trading
- Quality assurance of all administration and workflow documents
- Maintain and strengthen relationships with internal departments
- Stand in for the Admin Manager from time to time
- Attend to general client queries
- Experience in stockbroking and financial services
- Relevant market knowledge
- Ability to communicate effectively and professionally
- Bachelors Degree or equivalent
- Matric with Mathematics / Accounting
- Willingness to obtain JSE trading qualifications if required
- Self-driven with at least 2-5 years working in administration in the stockbroking industry
- Relevant product knowledge, including offshore and contracts for difference
- Proficiency in MS Office
- Ability to read, write, and speak an additional language will be an advantage
- Strong numerical orientation
- High attention to detail
- Strong communicator and team player
- Organised with a strong client focus
- Process-driven
- Accurate and detail-oriented
- 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 and innovation
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
- Relationship management and networking with stakeholders and service providers
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and 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, Mi-way, as well as the Group Office the Sanlam 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.
- To be considered for the above opportunity please upload your detailed CV on or before 17 April 2024
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful
The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
