International Operations Officer
2 weeks ago
Who we are?- 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 R151 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?**
- Review and reconcile the settlement of offshore equity scrip positions held at different custodians.
- Process entries to resolve reconciliation breaks.
- Process cash payments, fees and invoices for payments as required.
- Facilitate transfers between settlement locations, where required.
- Monitor trades to ensure straight through processing settlement into back-office administration system.
- Liaise with counterparty contacts, internal stakeholders and third-party service providers (where necessary) to resolve reconciliation breaks.
- Prepare reporting on offshore cash and scrip reconciliations for management reporting.
- Respond to queries from business regarding cash and scrip reconciliations.
- Communicate reconciliation breaks and issues that may impact trading and client reporting to other operations divisions and business.
- Suggest and implement process enhancements to improve efficiency.
- Participate in improvement initiatives and projects in the team, business unit and companywide as required.
- Update and maintain process documentation (eg. standard operating procedures, checklists) for reconciliation function.
- Assist and train other team members when required.
- Qualification and Experience- Tertiary qualification in Business, Finance or Economics.
- Relevant working experience in a similar role.
- Personal Qualities- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Mature person with the sense of responsibility to do after hours
- 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
- Knowledge and Skills- Extensive Financial Service / Fund Administration experience preferred
- Deep understanding of international financial markets with a particular focus on equities
- Detailed understanding of the Private Client business and the stock-broking environment
**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Being resilient - Contributing through others- Collaborates - Contributing through others- Cultivates innovation - Contributing through others- Customer focus - Contributing through others- Drives results - Contributing through others**Turnaround time**- To be considered for the above opportunity please upload your detailed CV on or before 06 November 2024.
**Our commitment to transformation**
- 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.
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