Full TimeENAfrica
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 purpose
This Financial Consultant will be responsible for invoicing, 3rd party wrap vendor administration, SASB reconciliation and selling and month-end tasks (including FUM/Flows monthly reporting) within the Group Accounting team.
Key outcomes
The following outcomes will be expected to be achieved by the Financial Consultant:
Invoicing and debtors’ management
Responsible for month-end tasks i.e., applicable calculations, journals, and provisions
Control account clearing
SASB reconciliation, administration and selling of units
3rd party wrap vendor administration and payments
Monthly Funds under Management and Flows preparation and reporting
LDC and payment run releases
Engagement with auditors on specific job-related tasks
Various ad hoc tasks
Qualifications and experience
Matric
Relevant financial qualification would be to your advantage
Experience within the financial services industry/ linked product industry in a similar role
Computer skills (MS Excel and SAP)
Competencies
High Attention to detail
Keeping to deadlines
Problem-solving and analysis skills
Initiative
Performance driven
Ability to work under pressure
Attributes
Honesty, integrity and respect
Positive enthusiastic can-do attitude
Ability to co-operate and thrive both within an independent and team environment
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 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.
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.
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.
