SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer lifes financial questions. Ultimately we grow and protect wealth.
What will you do?
This is a management role reporting directly through to the Regional Executive. It is primarily responsible to control, support and implement office and administrative functions and processes, undertake risk, financial and budget management and controls and manage a team of administrative assistants.
Output/Core Tasks
- Administration and sales support processes
- Financial and budget management and controls, forecasting and reporting
- Events and meeting co-ordination
- Office infrastructure
- Risk management/audits quality of contracts (Brokers)
- Debt Management
- Expense approvals and other SAP S4 HANA processing
Qualification And Experience
- Experience as general office administrator; as well as the sales environment within a Life office
- Preferably having worked in a Distribution Financial Services environment
- Grade 12
- Management Diploma
- SAP S4 HANA experience
To be successful you will need to demonstrate good experience in:
It
- MS: Office (Excel, Word, PP)
- MyWorkspace
- SAP S/4 HANA
- SanPay (Jistel)
- Product Knowledge of Sanlam Products (Basic)
- Budgets and expense management (reporting)
- Compliance and risk management
- OHASA
- Contracts
- Debt management/recovery processes
- Leads management system and processes
- Distribution and sales business model
- Risk management
- Procurement processes
- Vendor/contractor service management (i.e.: cleaners)
- Facilities and security management
- Asset and equipment inventory/stock management
- Sanlams support services and administration processes
- Knowledge of HR practices and performance management principles
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Optimises work processes
- Action orientated
- Plans and aligns
- Financial Acumen
- Communicate effectively
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.
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.
The closing date is: 21 June 2024
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
Our commitment to transformation
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.
