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Specialist Contributions

The Programme

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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

What You Will Do

  • Send pre-bills and compile debit order files for a portfolio of clients
  • Print and check bank statements of funds
  • Ensure payroll schedules are archived on workflow
  • Query outstanding information with the employer
  • Disinvest the negative contributions manually
  • Enter new members on the fund and ensure beneficiaries are loaded
  • Ensure new entrant portfolios choices are correct
  • Clear Contribution accounting after receipting
  • Review other specialists month ends
  • Ensure 13A letters are correct and sent in the time frame stipulated
  • Send all new member certificates to new members on a fund
  • Manual transactions and approval
  • Ensure all documentation are accurately completed and attached to workflow before closing the incident
  • Attend to ad hoc requests
  • Handle all internal and external inquiries
  • Resolve and route queries where necessary
  • Complete reporting and assist with testing

Required Skills and Abilities

  • 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)
  • Knowledge of legislation applicable to the retirement fund industry
  • Perform well under pressure
  • Strong attention to detail and proactive attitude
  • Strong ability to organize and prioritize
  • Excellent communication skills both written and verbal
  • Results focused and displays energy when performing tasks
  • Time management skills
  • Ability to work independently
  • Innovative and demonstrates initiative
  • Ability to perform well under pressure and need deadlines
  • Good interpersonal skills
  • Ability to collaborate and pull information together
  • Proactive and a team player

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