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16 Feb 2022

Full-Time Fund Administrator (Bellville and Centurion)

Sheila Western Cape

Job Description

Who are we?

Sanlam Corporate Cluster comprises of the two existing businesses – Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits.

What will you do?
Administration of Retirement Funds and maintenance of member level transactions across functionalsystems and functional areas within SEB Core. (Identify/process/record/report).
Adhere to service level agreements. (Internal and external.)
Adhere to internal controls and procedures in place.
Professional verbal and written communication and reporting to clients. (Internal and external)
Investigate, resolve and respond to internal and external client queries in a professional and effectivemanner. (Verbal and in writing)
Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Actand any other relevant legislative requirements.
Maintain relationships with internal departments.
What will make you successful in this role?

Qualification & Experience
Matric/Grade 12
Employee Benefits Experience
Knowledge of transfers, switches and life stages will be an advantage.
Knowledge and skills
Previous retirement fund experience
Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will be advantageous
Proficiency in Ms Office (word, excel, power point)
Conflict management
Behavioral Competencies
Strong attention to detail and proactive attitude
Strong ability to organize and prioritize
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 deadlines

Inter-personally skilled
Ability to collaborate and pull information together
Following instruction and procedures
Qualification And Experience

Grade 12 with 1 to 2 years related experience.

Knowledge And Skills

Processing transactions and conduct simple calculations (where applicable)

Record keeping, filing and maintenance of databases

Maintain work standards and quality verification

Collating information for reporting

Transfer of knowledge on leading practice and processes

Personal Attributes

Plans and aligns – Contributing independently

Communicates effectively – Contributing independently

Interpersonal savvy – Contributing independently

Optimises work processes – Contributing independently

Build a successful career with us

We’re 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

Drives results – Contributing independently

Collaborates – Contributing independently

Being resilient – Contributing independently

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.

How to Apply

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Job Categories: WordPress. Job Types: Full-Time. Job Tags: administrator and Fund Administrator (Bellville and Centurion).

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