• Job Description

  Req#: 23357

  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.

  Overall purpose of the role

  • Management and oversight of a Team reporting directly to the Head Fund Secretariat. The role will involve monitoring and facilitating the daily operational activities of your team, work and volume management, ensuring that SLA is met and that client queries are handled efficiently and effectively. Close collaboration with the Trustees, FSCA, internal and external stakeholders will be essential to ensure excellent client service.
  • Assume responsibility as the 2IC to the Head Fund Secretariat.
    

  Key responsibilities

  Manage daily operations

  • Managing the efficiency and effectiveness of the team.
  • Continuous process reviews and optimisation.
  • Manage and monitor compliance to service level agreements and implement relevant controls and processes to ensure adherence.
  • Manage professional verbal and written communication and reporting to clients (internal and external)
  • Investigate, resolve and respond to internal and external client queries (verbal and in writing) where relevant.
  • Guide team leader to investigate, resolve and communicate accurately, effectively and efficiently (internally and externally).
  • A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
  • Drive and ensure effective client service (client centricity).
  • Manco and Team reporting.
  • Set clear direction to team members in respect of team goals, objectives and outputs, performance management, training and coaching, risk assessment, controls and system related duties.
  • Manage succession planning in the team through and with the team leaders.
  • Manage relationships with the Trustees, FSCA, internal departments and other external stakeholders
  • Report on operational efficiencies.

  
  Getting Results through others

  • Promote a high standard of internal & external client service.
  • Ensure that SLAs are met at all times.
  • Assist team members in their training & development needs.
  • Assist in performance & individual development plans.
  • Share own experience and transfer skills & knowledge with team.
  • Mentoring & coaching of team so that they can perform to their full potential.
  • Ensure achievement of set goals.
  • Facilitate continuous improvements to ensure operational efficiency.
  • Deliver, maintain and enhance work standards in terms of quality and quantity.
  • Accountable for team’s time, tasks and outputs.
  • Create a positive work environment & ensure that all team members perform in accordance with the company Values.

  
  Ensure great customer service

  • Ensure that your team is highly service orientated and responsive to client needs.
  • Accountable for service delivery through own efforts and efforts of others.

  
  Create a climate of optimal performance

  • Manage interpersonal relationships and optimize diversity and synergies with other stakeholders, team members in Fund Secretariate and the broader business environment.
  • Develop skills and competencies of staff though knowledge sharing and coaching.

  Qualifications and experience

  • 3 - 5 years’ management experience in similar role.
  • Minimum of 5 years’ experience in Employee Benefits / Retirement fund industry and administration.
  • Relevant tertiary qualification or equivalent years of practical management or administration experience.
  • Proficiency in Microsoft Office (Excel, Word, Outlook etc.)
    

  Knowledge and skills

  • Sound knowledge of the administration and Section 14 processes and procedures.
  • Reasonable knowledge of products, processes, and services of Sanlam Employee Benefits.
  • Computer literacy (MS Office suite).
  • Reporting
    

  Core competencies

  • Cultivates Innovation - By creating new and better ways for the organization to be successful.
  • Client Focus - Building strong customer relationships and delivering customer-centric solutions.
  • Drives Results - Consistently achieving results, even under tough circumstances.
  • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
  • Resilience - Rebounding from setbacks and adversity when facing difficult situations.
    

  Personal qualities

  • Excellent attention to detail and proactive attitude.
  • Excellent planning, prioritization and organizational skills
  • Excellent communication skills (verbal & written)
  • Excellent problem solving, numerical and analytical skills
  • Presentation skills
  • Sound problem solving and decision-making skills
  • Sense of accuracy
  • Time management skills
  • Ability to work independently and supervise a team
  • Innovative and demonstrates initiative
  • Ability to perform well under pressure and meet deadlines
  • Good interpersonal skills
  • Ability to collaborate and pull information together
  • Proactive attitude and a team player
  • Ability to motivate a team
    

  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

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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