Overview
Administration Assistant Jobs in Cape Town, Western Cape, South Africa at Sanlam
Title: Administration Assistant
Company: Sanlam
Location: Cape Town, Western Cape, South Africa
Who are we?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 R151 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.
What will you do?
Checking all Mandates and FICA for completion
Opening of all new accounts on BDA, XPLAN
Processing account and mandate amendments on BDA, XPLAN
Processing account closures
Loading of fees
Mailbox management and distribution of tasks
Reviewing new accounts and client maintenance changes
Dealing with all client queries
Assist with the processing of journals
Assist with the checking of accounts for funds for monthly payments
Attend to and resolve queries
Assist with adhoc requests/tasks
What will make you successful in this role?
Experience within the Private Wealth industry
High level of accuracy
Excellent communication and interpersonal skills
Qualification And Experience
Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
Matric (essentially with Mathematics /Accounting and advantage)
Basic understanding of the Private Client business and the stock-broking environment preferable
Experience within the financial services industry an advantage
Knowledge And Skills
Computer literacy – MS Office
Working knowledge of BDA an advantage
Knowledge of private client processes and procedures
Knowledge of the back office functioning an advantage
Personal qualities
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
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
Learning agility and curiosity
Assertive
Passionate ownership for results
Build a successful career with us
We’re 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 2…
