Admin & Financial Assistant: Academy: Bellville

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

Who are we?


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.

We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet 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 life's financial questions.

ULTIMATELY WE GROW AND PROTECT WEALTH.

What will you do?What will make you successful in this role?**
Core Tasks/ Key Responsibilities:
  • Financial Administration
  • Assist with budgeting, forecasting and financial reporting
  • Analyze financial data and performance indicators to identify trends and opportunities.
  • Monitor and report on financial performance against targets.
  • Reporting: Data Analysis and Insights
  • Conduct data analysis to identify trends and patterns.
  • Prepare reports and presentations to communicate insights.
  • Develop financial models and conduct scenario analysis.
  • Collaborate with other departments to support business initiatives.
  • Draft Academy Balanced Scorecard ATR and WPS
  • Other Adhoc reporting
  • Stakeholder Engagement and Management
  • Build and maintain relationships with stakeholders
  • Provide support and guidance to stakeholders
  • Assist with adhoc queries (bursary request and FPI membership fees)

Qualification and Skills

  • Grade 1
  • Preferably tertiary qualification (degree/diploma) in financial management/accounting
  • Administrative and coordination experience
  • 35 years finance support experience within financial services environment

Knowledge and Skills

IT/systems/tools:

  • MS: Office (Excel, Word, PP, Outlook)
  • SharePoint


 SAP~S4 Hanna/E
  • Sanpay
  • Lotus notes
  • J-ESTELL

Business:

  • Good understand the different DA training programs and courses
  • Basic to intermediate budgeting projections and reporting
  • Financial transaction processes: journals, payments and invoicing
  • Events and logístical coordinations
  • Sound financial services industry knowledge
  • Relevant compliance and legislative knowledge (i


e:
POPI)

  • Risk and audit requirements relating to financial payments and journals
  • Payment processing
  • Invoicing
  • Reconciliations and journals
  • Billings and collections
  • MIS and reporting
  • Accounts and supplier management
  • Service level agreements (SLA's)

Personal Attributes

  • Quality orientation
  • Proactive and action orientated
  • Communication skills
  • Accurate with attention to detail
  • Relationship and stakeholder orientation
  • Team Player
  • Good administrative skills
  • Structured and well organised
  • Good planning and coordination abilities
  • Attention to detail/accuracy
  • Proactive
  • Team player
  • Clear communicator
  • Reliable
  • Able to build good relationships with others


 Core Competencies
  • Cultivates Innovation
  • Client Focus
  • Drives Results
  • Collaborates
  • Flexibility and Adaptability
  • Financial Acumen
  • Plans and Aligns
  • Action Orientated
  • Communicates Effectively

Turnaround time

  • Closing dat


e:
15 March 2024

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.
    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.

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