Sanlam is recruiting an Administration Specialist, in Windhoek, Namibia.
Description
- The candidate will be responsible for administration and sales support to the Junior Business Development Manager and Business Development Manager and the distribution channels
Duties
- Assist Junior BDM and BDM with training and relationship building of intermediaries and assistants
- Manage and track progress of all new business submitted including liaising with Junior BDM and BDM 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, Junior BDM, 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 Junior BDM, BDM and Compliance to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed
- Assist Junior BDM, BDM and compliance officer with ad-hoc projects
- Attend to all tax certificate queries, issuing, and year-end recon
- Assist Junior BDM and BDM 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
- Qualification and Experience:
- Grade 12 and 1 to 2 years’ experience in a similar role within the investment / collective investment service industry
- 1 to 2 years’ experience in the LISP environment – should have worked directly with Intermediaries and Distribution Managers
- Knowledge and Skills:
- 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