South Africa Job Openings

Sanlam

Trade Assistant: Offshore (7 month contract)

October 27, 2024

What will you do?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

What will make you successful in this role?

Investigate unsettled currency conversion trades processed on the back-office administration system.
Process entries to resolve bank reconciliation breaks.
Process cash payments, fees and invoices for payments as required.
Liaise with counterparty contacts, internal stakeholders and third-party service providers (where necessary) to resolve reconciliation breaks.
Prepare reporting on offshore bank reconciliations for management reporting.
Respond to queries from business regarding bank reconciliations.
Communicate reconciliation breaks and issues that may impact trading and client reporting to other operations divisions and business.
Participate in improvement initiatives and projects in the team, business unit and companywide as required.
Update and maintain process documentation (eg. standard operating procedures, checklists) for reconciliation function.
Assist other team members when required.

Qualification and Experience

Tertiary qualification in Business, Finance or Economics.
Relevant experience within financial services industry is essential.

Knowledge and Skills

Financial Service / Fund Administration experience preferred
Understanding of the Private Client business and the stock-broking environment

Personal Attributes

Self-motivated, proactive, taking ownership of problems until they are resolved.
Mature person with the sense of responsibility to do after hours
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
Critical and analytical capability
Ability to perform well under pressure and show maturity, confidence and resilience
Excellent listening, communication and interpersonal skills
Pro-Active approach to work, clients, problem solving
Learning agility and curiosity
Assertive
Passionate ownership for results

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 Mi Way and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - 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.

To be considered for the above opportunity please upload your detailed CV on or before 8 November 2024.
Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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