Fees & AVL Specialist

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.

QUALIFICATIONS AND EXPERIENCE

• Diploma in Accounting / Finance Management or equivalent NQF level 5 (essential)
• 3 - 4 years’ experience in reconciliations and finance administration in a LISP environment
• Intermediate Microsoft Excel skills

QUALIFICATION AND EXPERIENCE

Grade 12 or Diploma with 3 to 4 years related experience.

KNOWLEDGE AND SKILLS

General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management

WHAT WILL YOU DO?

This role is responsible to manage operational activities and processes related to broker and fee activities, and to perform reconciliations to the market as confirmed by the Investment Management Company whilst managing risk.