Sanlam Group has an available job opportunity for an administrative assistant to work within the admin functions and be responsible for branch-specific administrative duties. Please refer to the minimum requirements, duties, and responsibilities below for further information.
Requirements
- Tertiary and/or industry-related qualification would be an advantage with Finance or Accounting
- Matric essentially with Maths or Accounting an advantage
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within the financial services industry is essential
Knowledge and skills
- Computer literacy – MS Office
- Working knowledge of BDA / MAIA an advantage
- Knowledge of a private client process and procedures
- Knowledge of the back office functioning and advantage
Duties
- Opening of all accounts on BDA
- Checking of mandates and FICA for completion
- Account Maintenance
- Verification of new accounts and account changes to JSE
- Initiating workflow of mandates, Fica and account changes to Papertrail
- Processing journals
- Processing of share/portfolio transfers
- Updating of cost prices
- Checking of accounts for funds for monthly payments
- Perform daily and monthly payments
- Attend to and resolve queries
- Dealing with all client queries
- Assist with ad-hoc requests/tasks
Company
Sanlam Group
Salary Range
R22 000
Apply Online
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#Administration #Sanlam