Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
What will you do?
The Business Development Administrator will be responsible for supporting the Regional Operations Manager within the Cape Town office.
What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Administrator:
Office Administration
- General office tasks
- Managing of office equipment, ordering, invoicing and maintenance
- Manage the payment process
- Manage the CPD process
- Maintain/enhance existing BI reports
- Updating and maintaining the client database
- Management Information System & BI reporting and administration
- General reporting
- Provide administrative support to the Regional Operations Manager and Regional Manager
- Maintaining stock levels of marketing material (brochures)
- Assisting with event-co-ordination & marketing initiatives
- Co-ordinate and manage venues/catering
- Assisting with processes
- Collating various budgets
- Preparing various non-system data reports
- Assisting with BDC tasks when BDCs are not available
- Relevant tertiary qualification
- 2 3 years relevant experience in a similar role
- A valid drivers license and own reliable vehicle essential
- Finance, investment & insurance industry knowledge & experience
- Computer Literacy (MS Office & MS Excel - advanced)
- Communication skills (English and Afrikaans)
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results Planning & organising
- Client Service Orientation (Clients & Intermediaries)
- Relationship building / Interpersonal skills
- Concern for order & accuracy
- Process Driven
- Ability to work under pressure / flexibility
- Problem solving
- Ability to multi-task
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
Degree or Diploma with 2 to 3 years related experience.
Knowledge And Skills
Processing transactions and conduct simple calculations
Record keeping; filing and maintenance of databases
Maintain work standards and quality verification
Data Collection and processing of transactions
Procedures Knowledge
Personal Attributes
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
Build a successful career with us
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 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.
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
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.
Closing Date: 17 February 2023
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.
