Client Service Consultant: Investment Administration

4 weeks ago

Cape Town, South Africa Sanlam Full time

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.

What will make you successful in this role?

Job purpose

To contribute to the processing, maintenance and management of tasks within the Investment Administration team. 

Key Outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant: 

• Investment corrections (adjustments) and investigations
• Backdated profit and loss cost calculations
• Returned income payments and debit order rejections
• Exception control reports & QMF’s (Query Management Facility)
• Systems user-acceptance testing
• General query resolution
• Ad hoc projects

Qualifications and experience
• Matric/ Grade 12
• Excel skills on advanced level would be to your advantage
• At least 2 years’ relevant experience within the Collective Investment Schemes
• A relevant financial qualification would be to your advantage
• Industry/LISP/Financial Services Industry would be to your advantage

Competencies

• Mathematical Skills
• Analytical, logical & conceptual thinking
• Collaboration 
• Being Resilient 
• Driving Results 
• Cultivates Innovation 
• Customer Focus 
• Attention to detail and accuracy
• Problem solving skills 
• Ability to work under pressure 

Attributes
• Honesty, integrity and respect
• Positive enthusiastic can-do attitude 
• Teamwork
• Performance driven
• Ability to co-operate and thrive both within an independent and team environment

To apply

Please submit your application by 14 June 2024.

Qualification and Experience

Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

Processing transactions and conduct simple calculationsData collection and analysisRecord keeping, filing and maintenance of databasesMaintain work standards and quality verification

Personal Attributes

Plans and aligns - Contributing dependentlyCommunicates effectively - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependently

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 dependentlyCustomer focus - Contributing dependentlyCollaborates - Contributing dependentlyCultivates innovation - Contributing dependentlyDrives results - Contributing dependently

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. 

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