Operational Assistant - Claremont

at  Sanlam

WHO ARE WE?

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R189 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

QUALIFICATION AND EXPERIENCE

• Tertiary and/or industry related qualification would be an advantage
• Matric
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry is essential

KNOWLEDGE AND SKILLS

• Computer literacy – MS Office
• Working knowledge of BDA an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

WHAT WILL YOU DO?

• Proactively manage all client and intermediary queries
• Supervise payments and journals process to ensure accuracy.
• Branch projects owners
• Checking of all share transfers for accuracy
• Checking of all static information changes
• AML specialist – Responsible for end to end account opening process.
• Checking daily deals and release notes
• Branch debit list maintenance for distribution
• Perform trade allocations.
• Creation of new 3rd party manager on Xplan and Clientcare(online access)
• Assist with request from auditors and compliance
• Assist Portfolio Manager Assistants and Branch Service Manager with administrative duties

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

• Experience within Private Wealth Industry
• High level of accuracy
• High level of energy and strong work ethic
• Excellent communication and interpersonal skills