Client Service Investment Administration Consultant

at  Sanlam

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.

QUALIFICATION AND EXPERIENCE

Grade 12 with 3 to 4 years related experience.

KNOWLEDGE AND SKILLS

Financial advice and support
Assist with production target achievement
Compliance
Partnership and network building

Qualifications and experience

• A relevant financial qualification would be to your advantage
• Excel skills on intermediate level would be to your advantage
• At least 2 years’ relevant experience within the Collective Investment Schemes
• Industry/LISP/Financial Services Industry would be to your advantag

WHAT WILL YOU DO?

Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

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 Investment Administration Consultant (IA)

• Daily nett/buy/sell transactional facilitation (manual and electronic)
• Daily price capturing (manual and electronic)
• Verification and capturing of Interest and dividend distributions
• Daily money market rate capturing
• Capturing and maintaining fund and wrap fund details
• Quarterly Forex capturing
• Stockbroker low fee income report
• Daily cash focus payments
• Exception control reports & QMF’s (Query Management Facility)
• Systems user-acceptance testing
• General query resolution
• Ad hoc projects

Qualifications and experience

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

Competencies

• Client Focus: strive to build strong client relationships and deliver client centric solutions
• Cultivates innovation: looking at creating new and better ways for the organisation to be successful
• Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances
• Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations
• Mathematical Skills
• Analytical, logical & conceptual thinking
• Attention to detail & Accuracy
• Problem solving skills
• Planning and organising skills
• Ability to work under pressure
• Communication Skills

Attributes

• Natural leadership ability
• Positive, enthusiastic attitude
• Teamwork & task driven
• Ability to thrive under pressure
• Honesty, integrity and respect
• Initiative

Please submit your application by 13 May 2024.