Vacancy

Administration Specialist (m/f)

Sanlam

Sanlam is recruiting an Administration Specialist (m/f), to be based in Windhoek, Namibia.
Duties
  • The Candidate will be responsible for administration and sales support to the Business Development Consultant and the distribution channels
  • Assist BDC with training and relationship building of intermediaries and assistants
  • Manage and track progress of all new business submitted including liaising with BDC to assist with challenging cases
  • Manage and track progress of all admin instructions submitted including liaising with Glacier admin on SLA’s
  • Attending to office administration (preparing documentation, overall smooth flow of day-to-day tasks)
  • Attending to general day-to-day tasks associated with supporting the BDM, BDC, and Compliance when dealing with clients and intermediaries to ensure quick turnaround times
  • Telephone enquiries and written communication
  • Assisting clients/intermediaries with processes & business
  • Distribution of marketing materials (application forms, brochures)
  • Work closely with BDC and Compliance to communicate about panels and distribute
  • tasks accordingly to maximize productivity and know where pressure points are to be addressed
  • Assist BDC and compliance officer with ad-hoc projects
  • Attend to all tax certificate queries, issuing, and year-end recon
  • Assist BDC with reporting functions
  • Conduct yearly data quality of clients & intermediaries
  • Responsible for the upkeep of distribution lists
  • Ensure that Re-FIA forms are completed and processed correctly
Requisites
  • Grade 12
  • A least 1 to 2 years experience in a similar role within the investment / collective investment service industry/LISP environment
  • Should have worked worked directly with intermediaries and distribution managers
  • Knowledge of administrative processes
  • Fluent in English
  • Excellent telephone etiquette
  • Valid Driver’s License
  • Computer literate – this includes Microsoft Outlook , Excel, Word & PowerPoint
Notes
  • Only shortlisted applicants will be contacted

Details

  • Entity Sanlam
  • Location
  • Category
  • Tags
  • Published 19.09.2022
  • Expires 30.09.2022
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