Senior 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.

What will you do?

Supervises and coordinates activities of clerical workers by determining/monitoring work procedures, preparing work schedules and expediting workflow. Issues written and oral instructions. Responsible for assigning duties and examining work for exactness, neatness and conformance to policies and procedures. Standardises procedures to improve efficiency of subordinates. Prepares composite reports from individual reports of subordinates.  Adjusts errors and complaints.

What will make you successful in this role?

• Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core.
• Supervision of and sign-off on the correctness of administrator(s) processing, recording, reporting and related compliance matters.
• 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)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
• Investigate, resolve and respond to ad hoc operational requirements, internal and external. (Verbal and in writing)
• Identify and inform management of any issues. (Escalation)
• Handle all internal and external client requests and enquiries in a professional manner.
• Monitor the work management system and escalate critical incidents.
• Foster and maintain the relationship with internal departments e.g. Internal auditors Fund accounting, Legal.
• Effectively manage and coordinate the daily workloads and work functions of a small team.
• Provide Assistant Manager with input on the team members' training needs on business processes and systems.
• Certificate of Proficiency (COP) or Introduction to Retirement Funds (IRF) qualification will be advantageous
• Proficiency in Microsoft Office (Excel, Word, Outlook etc.)

Qualification and Experience

Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

• Deal with and resolve ad-hoc complaints, enquiries and investigations
• Monitoring work procedures, preparing work schedules and expediting workflow.
• Supervision of output of employees
• Report writing and data analytics

Personal Attributes

• Balances stakeholders - Contributing independently
• Decision quality - Contributing independently
• Directs work - Contributing independently
• Plans and aligns - 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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as 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