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Compliance and Wealth Administration Associate

2 months ago

Cape Town, Western Cape, South Africa Sanlam Full time

Job Summary


We are seeking a skilled Compliance and Wealth Administration Associate to join our team at Sanlam Private Wealth. As a key member of our compliance team, you will be responsible for providing high-quality support to our Compliance Officer and Wealth Management Team.



Key Responsibilities

  • Assist the Compliance Officer with onboarding of clients and conducting re-identification of clients in accordance with defined processes.
  • Report directly to the Compliance Officer and maintain accurate record-keeping.
  • Coordinate with service providers to ensure efficient operation and administration processes.
  • Monitor incoming client funds, facilitate fund transfers to client accounts, oversee stock transfers, compile payment and transfer documentation and assist in procuring the authorization of payments.
  • Provide support to the Wealth Management Team, assist in quality assurance for incoming and outgoing documents, and prepare document/information packs for client meetings.
  • Assist in the preparation of reports and maintain accurate records.


Requirements

  • Minimum of a degree in commerce/finance/accounting or equivalent professional qualification.
  • At least 2 years' comparable experience in the financial services industry in an equivalent jurisdiction.
  • Excellent written and verbal communication skills, collaboration experience, resilience, analytical and numerical skills, and proficiency in using Microsoft Office Suite.
  • Highly motivated, proactive, organized, and customer-focused individual with excellent time management, accuracy, and detail orientation.
  • Ability to perform well under pressure, show maturity, confidence, and resilience in challenging environments, and maintain excellent listening, communication, and interpersonal skills.


What We Offer

  • A dynamic and entrepreneurial work environment.
  • Opportunities for growth and development.
  • A competitive salary and benefits package.


To Apply

Please upload your detailed CV on or before Friday, 13 September 2024. We look forward to receiving your application.


Please note that if you are not contacted within two weeks after the closing date, your application has been unsuccessful.