Careers

Expertise and commitment are the most critical traits we look for in Sanlam Investments employees, as these are essential in helping us realise our vision. Exceptional performance is a must within the extremely competitive environment we operate in. And we’re in the exciting process of transforming to reflect a truly South African workforce.

Position
Assistant Compliance Officer

Location
Sanlam Investment Management: Tyger Valley

Description of the position
Primary responsibilities:

Assist in monitoring compliance with applicable legislation and internal requirements
Review draft mandates and investment guidelines for compliance purposes and follow up on outstanding mandates and investment guidelines. Monitor compliance with mandates and investment guidelines within reporting timeframes to clients and management
Advise management, employees and clients on all compliance and regulatory matters that affect business decisions
Analyze proposed new legislation, comment to the applicable persons, inform and comment to the applicable employees
Assist in developing, promoting, implementing and maintaining compliance standards and procedures that enable employees to act in a compliant manner
Assist with the proper establishment and maintenance of procedures on the identification, reporting and resolution of breaches and other compliance and regulatory issues
Train and assist employees to improve their regulatory knowledge and enhance their compliant behaviours

Closing date: 14 September 2010

Position
Broker Sales Manager

Location
Sanlam Employee Benefits: Fin-Q - Johannesburg

Description of the position
Primary responsibilities:

Maintain and grow an existing market through developing Broker partnerships and contracts
Develop strategy to increase market share and ensure market retention
Organise marketing opportunities to expose new clients to new product offerings
Drive sales and marketing initiatives with designated brokers
Manage, control and report on expenses and revenue targets set for the unit
Manage the administrative and sales components of the team
Establish new relations with both internal and external Employee Benefits sources
Identify new market opportunities
Facilitate optimal match between Broker and Broker Consultant
Manage sales competitions between Brokers

Closing date: 14 September 2010

Position
Senior Financial Accountant

Location
Sanlam Employee Benefits: RFA - Centurion

Description of the position
Primary responsibilities:

Management of Financial Accountants and Reconciliation Officers that reports to the specific Senior Financial Accountant position
Training and coaching role for Financial Accountants and Reconciliation Officers in the Fund Accounting department
Weekly high level review of triangle and bank reconciliations prepared by reconciliation officers
Monthly high level review of the general ledger reconciliations
Assisting with and resolution of queries relating to triangles, bank reconciliations and general ledger reconciliations not resolved by the team
Opening and closing of fiscal periods per fund allocated
Review of the Monthly/Quarterly trustee reports consisting of administration and financial information
Compilation and/or review of several reports (EXCO report and gain share reporting relating to SLA’s) PAYE - co-ordinating the timely bi-annual IRP5 reconciliations and submissions to SARS
Review of monthly Bank declaration and bank analysis
Review of the calculation and management of adhoc expense recoveries from member records relating to specific funds
Review and assist with the drafting of Annual Financial statements on the Caseware program and the preparation of audit files
Preparation of the audit plan and management of the prepared plan to ensure that all the departments involved in the audit of the fund complies to the audit plan
Interact with various departmental managers across the business to ensure timely delivery or required audit plan information
Assistance with the queries raised by the actuaries, auditors, trustees and audit committee members of the funds
Preparation of audit committee meeting and trustee meeting information to be included in the packs distributed and presenting this information at the relevant meetings
General assistance to the Fund Accounting Manager where necessary

Closing date: 8 September 2010

Position
Worklflow Analyst

Location
Sanlam Employee Benefits: RFA -Centurion

Description of the position
Primary responsibilities:

Comprehensive documentation of business requirements within functional and technical specifications
Develop the technical design to support customer business specifications, program code construction, JAD sessions, software integration, user acceptance testing support and process deployment
Develop on time, within budget and in scope business solutions for customers
Lead Business Process Management (BPM) development tasks using the workflow system’s BPM software
Compile and execute user acceptance testing plans
Develop a blue print process for delivering a professional business analysis

Closing date: 1 September 2010

Position
Client Service Account Manager

Location
Sanlam Employee Benefits: RFA - Rustenburg and Durban

Description of the position
Primary responsibilities:

Establish, maintain and advance business and stakeholder relationships
Enhance customer satisfaction and intimacy levels
Execute relationship strategy & promote cross-selling opportunities
Promote service and product deliveries
Facilitate and/resolve customer enquiries, complaints and grievances
Communication on implementation, offerings and service presentations
Identify and meet client needs e.g. rate reviews, training needs, etc
Quality and Compliance
Manage a team of Client Service specialists responsible for servicing the portfolio
Monitor workflow incidents related to the portfolio to ensure adherence to SLA’s

Closing date:1 September 2010

Position
Client Services Specialist

Location
Sanlam Employee Benefits: RFA - Rustenburg (5 vacancies)

Description of the position
Primary responsibilities:

Responsible for the effective delivery of client service and administration to the client telephonically
Ensure service delivery to client within Service Level agreement
Administer, monitor and control member administration and workflow received from the client on a daily basis
Quality assurance of all administration and workflow documents
Handle all queries in a professional, effective and efficient manner
Responsible for professional, accurate and efficient communication to the client regarding all administration matters
Compile reports according to client needs
Assist with testing on system of new functionalities
Build strong relationships with client
Maintain and strengthen relationships with internal departments

Closing date: 1 September 2010

Position
Events Manager

Location
Sanlam Private Investments - Bellville

Description of the position
Primary responsibilities:

Development, implementation and execution of client events for SPI
Development, implementation and execution of internal staff events of teambuilding and social activities to build staff moral
Involvement in setting strategy for events
Planning and maintenance of a range of corporate gifts and branded items/clothing
Managing and executing all above events to an exceptional standard which will enhance the Sanlam Private Investments brand positioning

Closing date: 1 September 2010

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