
Sanlam Group
Closing Date: Not Provided
Location: Bellville, Western Cape, ZA
You will be required to effectively deal with correspondence, administration and Ad Hoc tasks linked to Contracting, Remuneration, Funds and Schemes as well as Commissions and Replacements. The position requires you to provide professional and effective services to SanlamConnect: Intermediaries and other Life companies, meeting expectations, particularly in terms of quality and timelines in compliance with the business and legislative standards.
What will make you successful in this role?
The position requires adept organizational skills, resourcefulness, and the ability to handle a multitude of tasks simultaneously under often high-pressure situations.
Handling of general and Ad hoc requests from Team and intermediaries
Receiving and forwarding of Replacements forms to advisors and brokers
Handing out work received by hand
Filing and scanning, Data verification, Entry of transactions, Journal reconciliations
Responsible to manage tasks within required SLA
Handling of requests/enquiries that can be triggered from a client or system (telephonic as well as written communication with client)
Processes in line with policy/business rules and legislation
Processing transactions with a potential financial impact
Liaise directly with SanlamConnect staff, External partners, and institutions
Knowledge and Skills:
Outlook
Knowledge of and experience in MS Office e.g., MS Excel, MS Word etc
Interest in the Financial Services environment
Core Competencies:
Being resilient
Collaborates
Cultivates Innovation
Customer Focus
Drives results
Personal Attributes:
Decision making
Work Standards
Information gathering
Problem solving
Continuous learning
Team Success
Concern for Accuracy
Turnaround time:
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
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Graduate Intern: REMS Consultant: SLS SanlamConnect
Sanlam Group