Overview
Branch Administrator-PTA Jobs in Pretoria, Gauteng, South Africa at Sanlam
Title: Branch Administrator-PTA
Company: Sanlam
Location: Pretoria, Gauteng, South Africa
Who are we?
The Retail Business Offers a Comprehensive Range Of Local And Offshore Investment Products To Individual (end) Investors And Financial Planners. Our Investment Options Include Actively And Passively Actively Managed Unit Trusts, Hedge Funds And Multi-managed Solutions For Financial Planners. Our Retail Business Has Been Segmented, Based On Different Client Profiles And Assets Under Management, Into
Independent Financial Advisers, including our Graviton partners (who are our higher net worth IFAs)
Sanlam Financial Advisers (our tied agents who sell Sanlam-only products)
Direct (end) retail clients – the ‘end investor’
Strategic partners (large multi managers)
What will you do?
On boarding and administration of advisor/SAI’s and new broker contracts:
Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
Ensure all branch training registers are updated and filed monthly.
Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
Assisting with uploading all performance management documents
Complete adviser and manager’s On Boarding Recruitment ( Rep Packs ) forms accurately
Retentions Reporting
Pull and analyse all required monthly and weekly reports and distribute, where required, to management/Brokers.
Manual lodgements and submission
Quarterly Rank Movement Spreadsheet (Updated every month, cases, NTU and Persistency)
Print and analyse Rep Report from the system to check for discrepancies
Ad Hoc Administrative Support
Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
Prepare the required data for advance commission payments/loans.
Manage the resolution of any facility related issues.
Assist with training of external system users, and access.
Assist with stock management/toner orders and stationery and update company asset registers
Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events
Call Advisors when a need arises, especially if SMs are out in the field working – this done as a way of helping Managers
Check Advisor Accreditations and advise where accreditations have expired and any matter concerning advisor accreditations
Digital Sales Device Management
Assistance with the order, allocation, distribution of devices
Administration towards device management including stolen/lost devices, forensics reporting
Troubleshooting and reporting on damaged devices.
V-track asset management
Manage team central file of asset allocation and returns.
Ensure training and upskilling of new advisers on I-Manage application and process.
Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers.
Monitor new business application flows
Reporting weekly common errors to Sales Managers.
What will make you successful in this role?
Qualifications
- Matric (Grade 12)
- Diploma or degree in related field will be advantageous.
Knowledge
KNOWLEDGE AND EXPERIENCE
- In-depth understanding of industry standards
- Working knowledge of products and services (advantageous)
- Knowledge of regulatory and compliance frameworks would be advantageous.
- Customer engagement principles
Experience
- 2 – 3 Years experience in an administrative capacity in an operational environment.
- Experience in the insurance industry would be advantageous.
- Demonstrated client engagement experience.
- Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
Qualification And Experience
Grade 12 or Diploma with 3 to 4 years related experience.
Knowledge And Skills
General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management
Personal Attributes
Interpersonal savvy – Contributing independently
Decision quality – Contributing independently
Action orientated – Contributing independently
Optimises work processes – Contributing independently
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 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.
