International Administrator Gi (ct)

Western Cape, South Africa

Job Description


Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.Job purposeTo be responsible for giving support to the Offshore Specialist offering excellent client service support and administration.Key OutcomesThe following outcomes will be expected to be achieved by the International Administrator:

  • Assisting the Offshore Specialist in servicing brokers and in the process reaching monthly inflows targets
  • Assisting Business Development with administration for Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
  • Managing the Broker Database
  • Performing and providing analysis for Brokers
  • General day-to-day tasks associated with supporting the Offshore Specialist when dealing with clients and Intermediaries (Brokers/IFA)
  • Telephone enquiries and written communication
  • Assistance to Client/Intermediaries with regards any business queries
  • Distribution of Marketing Materials i.e. application forms and brochures
  • Office Administration (co-ordinating of Managers' diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
Qualifications and experience
  • Grade 12
  • 3 years' experience in within the investment / collective investment service industry - with international exposure
  • Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
  • Exposure of the Investments/Sales Environment
  • Knowledge of Unit Trusts, Linked Products and Offshore products and investments
  • Communication skills (written & verbal)
Competencies
  • Maintaining Relationships
  • Attention to detail
  • Contributing to Team Success
  • Conflict Resolution
  • Analytical thinking and Problem Solving
  • Client Services Orientation
  • Planning and Organising
  • Excellent Decision Making Skills
  • Excellent Telephone Etiquette
  • Enthusiasm/ Proactive
Attributes
  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Resilience
Build a successful career with usWe'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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Turnaround timePlease submit your application by 1 July 2024.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 transformationGlacier is committed to excellence and striving towards Employment Equity.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.

Sanlam

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Job Detail

  • Job Id
    JD1323113
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Western Cape, South Africa
  • Education
    Not mentioned