Job Description: 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. Job Responsibilities: Payments – submissions and exchange control documents Inward transfer monitoring Monitoring of import exceptions, rejections and cash balances Reconciliation – trades, transactions, holdings Unit trust applications and contract notes Rebate calculations and collections Job Requirements: Ability to perform well under pressure and show maturity, confidence and resilience Learning agility and curiosity Highly organized with a high level of customer focus Excellent listening, communication and interpersonal skills Strong numerical orientation Assertive Accurate and detail orientated Critical and analytical capability Passionate ownership for results Pro-Active approach to work, clients, problem solving Qualification & Experience: Excellent communication and interpersonal skills Experience within the financial services industry High level of accuracy and attention to detail Basic understanding of the Private Client business and the stock-broking environment Experience in offshore unit trust subscriptions, redemptions and switches an advantage Tertiary qualification (with Finance/Accounts) Job Details: Company: Sanlam Vacancy Type: Full Time Job Location: Tygervalley, Western Cape, South Africa Application Deadline: N/A 1 Apply Here vacanciesforyou.xyz
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