Treasury Officer

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.

What will you do?

• Issue daily investment, withdrawal and switch instructions to Asset Managers
• Ensure that daily instructions to Asset Managers are processed accurately and within the required time frames
• Issue daily payment instructions to Fund Accounting
• Process and issue rebalancing instructions from Trustees, Consultants and Multi-Managers
• Assist Team members, Fund Accountants, Asset Managers and Auditors with resolving of trade and cash flow queries
• Weekly reconciliation of all investment portfolio transactions
• Assisting Team Leader with managing and coaching of team members
• Assist team leader to ensure that all SLAs are met
• Day to day administration of the benefit payment process
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act

Qualifications And Experience

• BCom Accounting or applicable tertiary qualification
• 2 years relevant experience will be an advantage

Knowledge and skills

• Knowledge of the Retirement Fund Administration Environment
• Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will be advantageous
• Proficiency in Microsoft Office (Word, Excel, Outlook) and system skills
• Competency in an African language will be an advantage

Behavioural skills

• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Client Centric orientation
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet d-lines
• Inter-personally skilled
• Ability to collaborate and pull information together

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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