Quality & Control Manager: Umbrella Trust: Ra:
1 week ago
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
Outputs / Core Tasks:
Responsible as super user and data specialist on MIP and Viewpoint in order to solve intricate problems.
Quality and control checking of records e.g. new accounts, payments and terminations on a daily basis.
Investigations and resolving of discrepancies found in above mentioned processes.
Providing reports for business use.
Collecting and collating of internal and external auditor's samples and responding to queries.
Responsible for comprehensive list of various critical processes.
Ensure Risk management and compliance in a Team.
Managing and coaching Quality and control officers
Requirements:
Qualifications:
Grade 12
B. Comm Degree or Diploma in Finance or Risk will be advantageous.
Experience:
At least 3 years relevant experience in trust or employee benefits administration.
Knowledge:
Knowledge of MIP and Viewpoint systems.
Knowledge of FSCA administration.
Knowledge of appropriate legislation.
Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.
Computer skills (MS Office - advanced Excel skills) Competencies:
Communicates effectively
Decision quality
Information gathering
Concern for accuracy
Plans and aligns
Customer focus
Collaborates
Drives results
Being resilient
Cultivates innovation 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 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.
Turnaround timeClosing date: 23 June 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.-
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