Client Liaison: Shareholder Liaison Services

2 weeks ago


Bellville, South Africa Sanlam Full time

Who are we?
Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well as 20 years since demutualisation and listing in South Africa and Namibia. Sanlam is one of the largest internationally active insurance groups in the world with a presence in 43 countries and has the biggest non-banking financial services footprint on the African continent.

The Group's four business clusters (Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets and Santam) house the Group's business operations. The Group Office provides strategic direction and support to the four clusters, assisting them in realising their strategies and meeting their business objectives. The Group Office is responsible for governance and for the Group's centralised functions, which include: Finance, Actuarial and Risk Management, Strategy, Human Resources, Market Development and Brand Services.
What will you do?
Under limited supervision, provides key support for functional groups, including performance of a wide variety of specialised clerical functions involving compiling and arranging data, making computations, laying out and preparing reports, processing and coding documents and maintaining specialised and comprehensive records and filing. Sets up and prepares statistical reports. Resolves discrepancies and may communicate with a variety of administrative and professional employees within and outside the company. What will make you successful in this role?
Effective shareholder services & liaison
Effective and efficient annual general meeting (AGM) & communication projects support
Effective Shareholder administration
Effective and efficient transfer secretary and other Liaison
Management reporting support
Continuous Legislative and companies act amendments e.g. (Financial Intelligence Centre Act) FICA, PoPI, Div Tax
Corporate action/s i.e. Cash Equity events (dividend payment)
Corporate communications to shareholders i.e. financial results and notice of AGM

Shareholder perceptions on financial market events
Shareholders & general public

**Internal stakeholders**: Ombudsman; Client relations, web & social media platforms; Management

**External stakeholders**: 3rd party service providers & other (Sassa, Master, SARS) Qualification and Experience
Grade 12 certificate with Mathematics, English & Afrikaans or relevant qualification
A minimum 5 years client services experience
Shareholder and demutualisation processes
Treating customers fairly (TCF), FICA, PoPI policy experience

**Computer literate (MS Word, Excel, Outlook); Sanlam systems**: Jistel, SAP, content manager; policy services environment background Shareholder and Demutualisation background will be a recommendation Knowledge and Skills Processing transactions and conduct simple calculations (where applicable) Record keeping, filing and maintenance of databases Maintain work standards and quality verification Collating information for reporting Transfer of knowledge on leading practice and processes Personal Attributes Plans and aligns - Contributing independently Communicates effectively - Contributing independently Interpersonal savvy - 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 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. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time

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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