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Senior Fund Secretariat Administrator
1 month ago
Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. Sanlam Umbrella Solutions is responsible for the product development of Sanlam’s umbrella retirement offerings as a multi-employer pension savings vehicle that provides employers with an alternative to the administrative and governance burden of stand-alone pension funds. What will you do?
The individual will be responsible for the fund secretariat services of the preservation funds and act as the monitoring person for umbrella funds. What will make you successful in this role?
Key responsibilities
Responsible for the fund secretariat services which includes arranging for board meetings, finalising board packs, trustee action items and resolutions for smaller umbrella funds
Act as a liaison between administration of the fund and the Board and relevant stakeholders
Acts as a monitoring person for the relevant umbrella funds
Responsible for fund secretariat projects
Minimum Requirements
Matric with mathematics and/or a wealth management qualification
Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
3 - 5 years’ experience in Retirement Fund administration
Knowledge of retirement fund administration and dealing with professionals like Trustees and the FSCA.
Qualification and Experience Grade 12 with 4 to 5 years related experience. Knowledge and Skills Customer Service Reporting and Administration Quality, Compliance and Accreditation Business processes Services knowledge Personal Attributes Communicates effectively - 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 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.
