Sanlam Jobs & Vacancies

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.


  • 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


  • 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


Sanlam Group

Salary Range

R22 000

Apply Online

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