Administrator Individual New Business (12 Months)

Who are we? 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 Individual New Business:

• Accountable for the screening and processing of instructions in accordance with the latest checklists and procedure guides.
• Accountable for all the processes and procedures specific to the role.
• Communicate accurate, in-depth information on time as and when required through MS CRM, telephone, and email that is specific, and case related to clients and within the different areas.
• Ensure adherence to applicable procedure in terms of filing (both electronic and manual)
• Adhere to company policy and procedure in terms confidentiality and record keeping/ storage of electronic data
• Ensure that the CRM system is updated 100% with detailed comments.
• Compile daily work on hand report.
• Take ownership of client queries and respond to client within 24hrs.
• Ensure accurate resolution to client query within or on the promised date by applying knowledge or requesting necessary resources.
• Adhering to procedures, relevant legislation, and checklists and controls, in part to
• Adhere to training requirement including keeping up with changes in legislation
• Provide support to team members when required

Qualifications and experience

• Grade 12 with Maths
• 0-2 years Retirement Funds Administration

Competencies

• Following instructions and procedures
• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Innovative Thinking
• Performance driven
• Communication Skills
• MS Office
• Interpersonal Skills
• Time Management

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

What will make you successful in this role? Qualification and Experience Grade 12 or Diploma with 3 to 4 years related experience Knowledge and Skills General Administrative Practices Risk, debt, MI and budgeting Logistical and events/meeting co-ordination Client relationship management Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Action orientated - 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 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 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.