Financial Assistant: Sanlam Trust: Bellville: Pg 7
1 week ago
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. What will make you successful in this role?
Sound financial management of cost and income
Management of month-end processes
Perform monthly Reconciliations.
Processing of payments and journals
Commission calculations
Assist with year-end audit process.
Budgeting and forecasting
Compile and analyse monthly reporting to business heads.
Quality and control responsibilities
Adhoc tasks
**Experience**:
Computer skills (MS Excel advanced level)
SAP experience advantageous
**Competencies**:
Care
Innovation
Collaborates
Integrity
Communicates effectively
Financial acumen
Concern for accuracy
Plans and aligns
Customer focus
Being resilient Qualification and Experience Grade 12 with 3 to 5 years related experience. Knowledge and Skills Recording of financial Transactions Reconciliations and query resolution Compliance with SOP's and SLA's Authorisation of transactions within mandates Personal Attributes Manages conflict - Contributing independently Demonstrates self-awareness - Contributing independently Optimises work processes - Contributing independently Action orientated - 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
**CLOSING DATE**: 6 April 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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