International Administrator GI (CT)
at Sanlam
Tygervalley, Western Cape, South Africa -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 23 Sep, 2024 | Not Specified | 23 Jun, 2024 | 3 year(s) or above | International Exposure,Investments,Communication Skills,Unit Trusts | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
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.
Job purpose
To be responsible for giving support to the Offshore Specialist offering excellent client service support and administration.
Key Outcomes
The following outcomes will be expected to be achieved by the International Administrator:
- Assisting the Offshore Specialist in servicing brokers and in the process reaching monthly inflows targets
- Assisting Business Development with administration for Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
- Managing the Broker Database
- Performing and providing analysis for Brokers
- General day-to-day tasks associated with supporting the Offshore Specialist when dealing with clients and Intermediaries (Brokers/IFA)
- Telephone enquiries and written communication
- Assistance to Client/Intermediaries with regards any business queries
Distribution of Marketing Materials i.e. application forms and brochuresOffice Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
Qualifications and experience
- Grade 12
- 3 years’ experience in within the investment / collective investment service industry – with international exposure
- Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
- Exposure of the Investments/Sales Environment
- Knowledge of Unit Trusts, Linked Products and Offshore products and investments
- Communication skills (written & verbal)
Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:3.0Max:8.0 year(s)
Financial Services
Banking / Insurance
Finance
Diploma
Proficient
1
Tygervalley, Western Cape, South Africa
