Location: Pretoria, Gauteng, South Africa
Company: Sanlam Group
Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses – Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits.
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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
What will you do?
Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.
Key responsibilities:
- The Business Support team’s main (but not limited to) focus is the Bulk Printing and Distribution of client specific documents within the retirement fund context.
- Your duties will focus mainly on the compilation and distribution of benefit statements, new member certificates, paid-up certificates and housing loan statements within the legal requirements (Pension Funds Act, Fund Rules, Income Tax Act, Administration Agreement and any other relevant legislative requirements).
- You will be required to obtain a good understanding of the tasks at hand, plan towards specific deadlines, report regularly on progress and deliver good quality within the agreed service levels and by deadlines.
- Both team work and individual tenacity is needed to be part of this high performing team. The ideal candidate is willing to learn and adjust his / her approach based on the specific requirements at hand.
- As the team and role is dynamic, your duties will, over time, change with the changing Business needs. The team is very flexible and is expected to be involved in various different areas in the business as and when required.
Qualification & Experience
- Tertiary qualification (Office Administration, Data Analytics or Business Sciences) – essential
- At least 5 years retirement fund administration specific experience – essential
- Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will be advantageous
Knowledge and Skills
- A good understanding of the overall workings of a retirement fund is essential
- Previous experience in doing retirement fund benefit statements will be highly advantageous
- Proficiency in MS Office; especially Excel and Word is required
- Knowledge of MIP and Ghostdraft will be advantageous
Core Competencies
- Knowledge of legislation applicable to the retirement fund industry
- Previous retirement fund experience will be advantageous
- Certificate of Proficiency will be advantageous
- Proficiency in MS Office (Word, Excel and Outlook)
How To Apply?
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.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process