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 Administrator will be responsible to handle, but not limited to, onboarding and claiming from the LISP Platform in accordance with the Section 14 and Section 50 rules.
Key outcomes
- Operations support: Provide operations support using standard operating procedures. This includes aiding customers and team members as needed to maintain consistent team performance.
- Compliance and Risk Management: Carry out all tasks in accordance with applicable control and compliance regulations, as well as quality criteria
- Access the telephone system (Avaya) according to the established daily schedule of the team to respond to inbound calls from both internal and external clients. Work on the Outbound Call Report from Siebel system and determine the most appropriate intervals (low call volumes) during the day for conducting outbound calls to ensure less impact on the availability of the telephone lines for inbound calls. Provide a system generated Reference Number for all inbound and outbound calls to the client for query tracking and for audit purposes.
- Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, Long-Term Insurance Act, and Prudential funds Act.
- Identify, investigate, and escalate any outstanding requirements (e.g., verification of signatures) and/or incomplete documentation (e.g., ID copy, bank statement) needed for the investment instruction to be processed accurately and timeously back to the source (i.e., client, Advisor, Executor or Consultant
- Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times. Authorise the client investment instructions captured on the workflow as per the agreed mandate and applicable SLA.
- Conduct continuous (weekly) non-scripted follow ups telephonically or by email on Transfers instructions to obtain outstanding information to process the clients investment instructions as per the SLA.
- Grade 12/Matric
- B com in Finance/Investments or 3 years National Diploma in Accounting / Banking or equivalent to (NQF level 6.) - Advantageous
- 2 - 3 years experience in a client service environment or LISP environment within the financial services industry
- Computer Skills (MS Word, MS Excel, MS Outlook)
- Communication
- Performance driven
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Attention to detail
- Adaptability
- Positive, enthusiastic attitude
- Teamwork & task driven
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ownership
Qualification And Experience
Grade 12 with 3 to 4 years related experience.
Knowledge And Skills
Financial advice and support
Assist with production target achievement
Compliance
Partnership and network building
Personal Attributes
Business insight - Contributing independently
Communicates effectively - Contributing independently
Action orientated - Contributing independently
Plans and aligns - 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 five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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.
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.
