Reporting Specialist

5 days ago


Bellville, South Africa Sanlam Full time

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. What will you do?
⦁ Reporting to Sanlam Corporate clients as per the administration service offering. The purpose of the reports is to provide clients with a true view of the status of their retirement fund in order to make informed decisions.
⦁ Prepare and peer review monthly / quarterly and ad hoc client reports according to client specifications, quality standards and ensure that reports are issued within required timeframes.
⦁ Prepare and peer review monthly / quarterly and ad hoc internal reports according to client specifications, quality standards and ensure that reports are issued within required timeframes.
⦁ Ensure that reports are compiled in a format which enable clients to easily understand the status of all administration aspects of their retirement fund and have a transparent view of any issues / concerns in order to enable the client to make informed decisions.
⦁ Conduct continuous review of reports and identify opportunities for improvements with the aim of minimizing redundant reporting.
⦁ Investigate and resolve identified discrepancies or issues effectively to contribute towards excellent client service. This will require continuous interaction across various business units.
⦁ Maintain, update and improve internal reports.
Experience and qualifications
⦁ Minimum 2 years’ EB industry experience
⦁ Minimum 2 years’ MIP system experience
⦁ Related tertiary qualification would be advantageous Knowledge and skills
⦁ Strong Excel skills essential (Formulas / Data tables & models / Macros etc.)
⦁ Retirement Fund Financial knowledge would be advantageous
⦁ IT industry knowledge would be advantageous
⦁ Striata knowledge/experience would be advantageous Behavioral competencies
⦁ Client focused, continuous awareness to meet and exceed client expectations and requirements
⦁ Great interpersonal skills
⦁ Analytical mind set with the ability to analyse data to identify trends and potential issues
⦁ Attention to detail and the ability to package information in a simple and understandable format
⦁ Ability to handle various data sources, to accurately consolidate data, to use data modelling work to develop reporting capabilities
⦁ Demonstrate valuable insights across various data sources is key.
⦁ Ability to work across business units (operational as well as client facing teams) to support collaboration and ensure consistent and accurate data quality
⦁ Good organisational and effective time management skills
⦁ Ability to work under pressure and meet deadlines
⦁ Self-motivated with a strong focus on delivery
⦁ Ability to multitask effectively and adapt to changing priorities
Turnaround time



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