Client Services Consultant: Investment Admin

Job 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. What will you do?
To contribute to the processing, maintenance and management of tasks within the Investment Administration team. What will make you successful in this role?

  • Daily nett/buy/sell transactional facilitation (manual and electronic)
  • Daily price capturing (manual and electronic)
  • Verification and capturing of Interest and dividend distributions
  • Daily money market rate capturing
  • Capturing and maintaining fund and wrap fund details
  • Exception control reports & QMF’s (Query Management Facility)
  • Systems user-acceptance testing
  • General query resolution
  • Ad hoc projects

Responsibilities + Skills

Were 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 business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office the group provides many opportunities for growth and development. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Turnaround time

Education

Qualification and Experience Degree or Diploma with 2 to 3 years related experience. Knowledge and Skills Customer Service Administration Quality, compliance and accreditation Team Support Personal Attributes Communicates effectively - Contributing independently Action orientated - Contributing independently Situational adaptability - Contributing independently Optimises work processes - Contributing independently Build a successful career with us

Experience

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. Our commitment to transformationGlacier is committed to excellence and striving towards Employment Equity.

Job Summary

  • Published on: Friday, 6th December 2019
  • Designation: Client Services Consultant: Investment Admin
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: cape town
  • Salary: on a call
  • Gender:
  • Application Deadline: Friday, 6th December 2019

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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