Trade Assistant: Offshore (7 month contract)

at  Sanlam

BUILD A SUCCESSFUL CAREER WITH US

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. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Qualification and Experience

• Tertiary qualification in Business, Finance or Economics.
• Relevant experience within financial services industry is essential

Knowledge and Skills

• Financial Service / Fund Administration experience preferred
• Understanding of the Private Client business and the stock-broking environmen

WHAT WILL YOU DO?

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 R151 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.

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

• Investigate unsettled currency conversion trades processed on the back-office administration system.
• Process entries to resolve bank reconciliation breaks.
• Process cash payments, fees and invoices for payments as required.
• Liaise with counterparty contacts, internal stakeholders and third-party service providers (where necessary) to resolve reconciliation breaks.
• Prepare reporting on offshore bank reconciliations for management reporting.
• Respond to queries from business regarding bank reconciliations.
• Communicate reconciliation breaks and issues that may impact trading and client reporting to other operations divisions and business.
• Participate in improvement initiatives and projects in the team, business unit and companywide as required.
• Update and maintain process documentation (eg. standard operating procedures, checklists) for reconciliation function.
• Assist other team members when required.

Qualification and Experience

• Tertiary qualification in Business, Finance or Economics.
• Relevant experience within financial services industry is essential.

Knowledge and Skills

• Financial Service / Fund Administration experience preferred
• Understanding of the Private Client business and the stock-broking environment

Personal Attributes

• Self-motivated, proactive, taking ownership of problems until they are resolved.
• Mature person with the sense of responsibility to do after hours
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results