Job Description
Full job descriptionWho 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 be responsible for creating and maintaining new business and maintenance forms and updating all compliance, business rules and legislative changes on multiple documents including but not limited to product terms and conditions, policy documents, process guides, brochures, etc. The role is also responsible for composing and distributing approved communications to internal staff, adviser support staff, financial advisers and clients; and maintaining client contact details.
Responsibilities + Skills
Education
MatricRelevant industry related diploma or degree
Experience
Minimum 3 years working experience in communications or forms / document management roleLISP knowledge and experience is advantageousKnowledge of FICA, advantageous