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Operational Assistant

4 months ago


Stellenbosch, South Africa Sanlam Full time

**Who are we?**
- Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.- With assets under management and administration of more than R189 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.- At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.- Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.**What will you do?**
- This will be a dual role where the incumbent will be responsible for branch operational functions (50%) as well as portfolio manager assistant functions (50%).- Initiate and drive client onboarding and client/account maintenance
- Perform trade allocations and share transfers
- Management of corporate actions
- DCLOP - daily checking
- Mailbox management and distribution of tasks
- Processing of journals and account closures
- Daily bank reconciliations
- Resolve branch queries from SPW Client Care mailbox
- LISP account processing - new accounts and payments
- Assist Branch Service Manager with daily operational duties
- Maintenance of at home positions
- Perform adhoc requests from Portfolio Managers
- Assist with client meetings and preparing information packs
- Responsible for all account screening (SIRON, TIM, DRA, Adverse media, and sanction)
- Perform trade allocations
- Management of corporate actions
- Submit client complaints to Branch Service Manager
- Build relationship and collaborate with advisors and brokers
- Maintenance of at home positions
- Ongoing checking of Management Fees
- 3rd party managers invoicing and payment

**What will make you successful in this role?**
- Experience within Private Wealth Industry
- High level of accuracy
- High level of energy and strong work ethic
- Excellent communication and interpersonal skills

**Qualification and experience**
- Tertiary and/or industry related qualification would be an advantage
- Matric
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within the financial services industry is essential

**Knowledge and skills**
- Computer literacy - MS Office
- Working knowledge of BDA an advantage
- Knowledge of private client processes and procedures
- Knowledge of the back office functioning an advantage

**Personal qualities**
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results

**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 achieving great things. We pride ourselves in helping our employees to realise their worth.- Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office - the Sanlam Group provides many opportunities for growth and development.**Turnaround time**- To be considered for the above opportunity please upload your detailed CV on or before 24 May 2024

**Our commitment to transformation**
- The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities._