Manager: Quality

3 weeks ago


Bellville, South Africa Sanlam Full time

Who are we?

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:
Risk assessment of all new clients (Client Due Diligence, Dynamic Risk Assessments).
Compliance of complete trust book (FICA, FATCA, CRS, etc).
Managing of Trust department mailbox.
Responsible for monthly new business and commission reports.
Managing new accounts process from Estates Department.
Daily payments checking and co-ordination - manual and via Multidata.
Audit of payments, terminations, new accounts, cash and asset reconciliations, and changes made to records.
Checking of file reviews
Quality checking of Trust Drafting team’s work.
Internal and external audit queries.
Signing off, and approving of transaction in accordance with the approval framework of Sanlam Trust
Checking of investments and tax certificates
Identification of possible risks in trusts and ensuring that those risks are addressed.
Updating of processes and checklists
Management of small team (team development, goals etc) Requirements:
**Qualifications**:
Grade 12
Trustee Diploma minimum requirement
LLB would be beneficial.

**Experience**:
3 to 5 years’ experience within this specific type of trust environment

**Knowledge**:
Trust administration processes
Administration of Estates Act 66/65
Trust Property Control Act 1988
Tax Legislation pertaining to trusts.
Wills Act
Basic accounting principles
Basic project management

**People management Competencies**:
Being Resilient
Customer Focus
Drives Results
Collaborates
Cultivates Innovation
Plans and aligns
Communicates effectively
Adaptability
Builds effective teamsa 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 time

**Closing 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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