Fund Administrator at Sanlam Group

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?

• Employee Benefits Administration

• Process Section 14's, Individual member switches, Lifestages, Recognition of transfers (strong requirements)
• Work on excel  - must have intermediate to advanced skills
• Highly required to have a thorough understanding of and compliance of the Pension Funds Act, fund Rules, Income Tax Act and any other relevant legislative requirements
• All related fund administrative duties, calculations and checks

What will make you successful in this role?

• Strong attention to detail
• A proactive attitude
• Ability to work independently
• Strong ability to organize and prioritise
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together
• Proactive attitude and a team player
• A positive mindset
• Certificate of Proficiency (COP) or Introduction to Retirement Funds (IRF) qualification will be advantageous
• 2-4 years’ experience in Employee Benefits
• Proficiency in Microsoft Office (Excel, Word, Outlook etc.)

Qualification and Experience

Grade 12 with 2 to 3 years related experience.

Knowledge and Skills

• Reporting and Administration
• Quality, compliance and accreditation
• Business Processes
• Services Knowledge

Personal Attributes

Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently