Head: Fund Secretariat - Sandton or Cape Town

at  Sanlam

ABOUT SANLAM CORPORATE:

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.
Division:
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. Sanlam Umbrella Solutions is responsible for the product development of Sanlam’s umbrella retirement offerings as a multi-employer pension savings vehicle that provides employers with an alternative to the administrative and governance burden of stand-alone pension funds.

QUALIFICATION & EXPERIENCE:

• Relevant tertiary requirements i.e. legal degree preferred
• CFP or Diploma in Retirement Fund Management required
• A minimum of 5 years’ relevant experience in Employees Benefits/Retirement Funds Industry

KNOWLEDGE AND SKILLS:

• Knowledge of Retirement Fund Industry, legislation and fund governance
• Good knowledge of MS Word, Excel and Power Point
• Strong operational capabilities
• Excellent written and verbal skills
• Team Managerial skills

THE OVERALL PURPOSE OF THE ROLE:

Responsible for the full fund secretariat function in relation to the Sanlam Umbrella Fund. Reporting to SC Sanlam Umbrella Solutions: Managing Executive.

WHAT WILL YOU DO?

• Responsible for the fund secretariat duties of the Sanlam Umbrella fund
• Responsible for fund governance and ensuring compliance with and oversight of, ongoing statutory regulatory requirements in relation to the fund.
• Assisting the Principle Officer and Deputy Principle Officer with the day to day operations of the Sanlam Umbrella Fund.
• Establish relationships at trustee and other stakeholder levels.
• Attendance of all relevant committee meetings.
• Responsible for Trustee register and recordkeeping of all contracts and protocols.
• Prepare Board packs and agendas for trustee meetings.
• Maintain the year planner and monitor the implementation of action items.

WHAT WILL YOU DO (CONTINUOUS)?

• Arrange Trustee and Board resolutions
• Serve as the monitoring person of Sanlam Umbrella Fund
• Manage various Retirement Fund activities with reference to the Sanlam Umbrella Fund i.e. 37D, Divorce orders, complaints, contribution monitoring, fund secretariat services and S14, etc.
• Support the administration and Sanlam Umbrella Solutions team on technical industry queries
• Attend to client relationship and benefit consulting fund related queries