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Compliance and Wealth Administration Associate

2 months ago

Cape Town, Western Cape, South Africa Sanlam Full time
About Sanlam Private Wealth

Sanlam Private Wealth is a valued member of the Sanlam Group, a diversified financial services company with a presence in 42 countries and a strong commitment to client-centricity and solution-orientation.

Job Summary

We are seeking a highly motivated and organized Compliance and Wealth Administration Associate to join our team. The successful candidate will provide administrative support to our Compliance Officer and Wealth Management Team, ensuring effective retention of records, maintaining accurate record-keeping, and assisting with onboarding and re-identification of clients.

Key Responsibilities
  • Assist the Compliance Officer with onboarding and re-identification of clients, ensuring compliance with defined processes.
  • Maintain accurate record-keeping and ensure effective retention of records.
  • Provide administrative support to the Wealth Management Team, including addressing client inquiries, reviewing client transactions, and preparing document/information packs for client meetings.
  • Assist in quality assurance for incoming and outgoing documents and prepare reports.
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, resilience, analytical and numerical skills, and proficiency in using Microsoft Office Suite.
Personal Attributes
  • Highly motivated, proactive, and taking ownership of problems until they are resolved.
  • Highly organized with a high level of customer focus, excellent time management, accuracy, and detail orientation.
  • Ability to perform well under pressure and show maturity, confidence, and resilience in challenging environments.
Core Competencies
  • Cultivates innovation, customer focus, drives results, collaborates, and being resilient.
Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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