Financial Assistant: Sanlam Trust: Bellville: PG 7

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

What will make you successful in this role?

Sound financial management of cost and income

Management of month-end processes

Perform monthly Reconciliations.

Processing of payments and journals

Commission calculations

Assist with year-end audit process.

Budgeting and forecasting

Compile and analyse monthly reporting to business heads.

Quality and control responsibilities

Adhoc tasks

Experience

Computer skills (MS Excel advanced level)

SAP experience advantageous

Competencies

Care

Innovation

Collaborates

Integrity

Communicates effectively

Financial acumen

Concern for accuracy

Plans and aligns

Customer focus

Being resilient

Qualification And Experience

Grade 12 with 3 to 5 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

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

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - 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: 6 April 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.