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?
Key Outcomes
The following outcomes will be expected to be achieved by the Administrator Maintenance:
Business Screening
- Responsible to screen all business
- Responsible to monitor cases and ensure that they are screened within turnaround time
- Responsible to process all business
- Responsible to monitor cases and ensure that they are processed within turnaround time
- Accountable to understand the processes, procedures, legislation and business rules as relating the role
- Accountable for continuous learning
- Responsible for guiding and supporting peers with ongoing training of new development and other areas as required by the business
- Ensure adherence to applicable procedure in terms of filing
- Ensure adhere to company policy and procedure in terms confidentiality and record keeping
- Accountable for storage of electronic data
- Responsible to ensure that CRM is 100% updated with detailed comments
- Responsible to compile daily work on hand report
- Accountable to own and respond to client within agreed SLA
- Ensure accurate resolution to client queries within agreed SLA
- Ensure adherence to company policy and procedure
- Accountable to keep up with changes in legislation
- Responsible to identify any non-compliance to legislation/regulation and report to management
- Grade 12 with Maths
- 0-2 years Retirement Funds Administration
- Being resilient
- Driving results
- Cultivates innovation
- Customer focus
- Attention to detail
- Confident
- Assertive
- Knowledge of MS Excel, Access, Word, and Outlook
- Good oral & written communication skills
- Professional & mature business attitude
- Responsible & accountable
- Creative problem solver
- Analytical thinking
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
- Ability to build and manage working relationships
Qualification And Experience
Grade 12 with 1 to 2 years related experience.
Knowledge And Skills
General Administrative Practices
Risk, debt, MI and budgeting
Client relationship management
Logistical and events/meeting co-ordination
Personal Attributes
Communicates effectively - Contributing dependently
Decision quality - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
Build a successful career with us
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 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.
Core Competencies
Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
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.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
