Job Description

Sanlam Vacancies – Operations Specialist : Sanlam Corporate Invest

Sanlam is seeking an Operations Specialist to join our dynamic team at Sanlam Corporate Invest. This is an exciting opportunity to play a pivotal role in managing operational functions and processes related to investment operations, policy administration, compliance, risk management, and client onboarding. If you are a highly organized individual with a keen eye for detail and a passion for operational excellence, we would love to hear from you.

What Will You Do?

As an Operations Specialist at Sanlam Corporate Investments, you will be responsible for ensuring smooth and efficient operations across various functions. Your key responsibilities will include:

• Financial Reporting: Collaborating closely with the finance department and Head of Operations to provide accurate and timely financial information to management on a monthly and quarterly basis.
• Compliance and Risk Management: Working with Risk, Legal, Internal Audit, Governance, and Compliance teams to ensure compliance with regulatory requirements and best practices.
• Operational Process Improvement: Assisting in identifying gaps in operational processes, designing efficient workflows, and implementing controls to meet Service Level Agreements (SLAs).
• Vendor and Stakeholder Management: Supporting the Head of Operations in liaising with key stakeholders, such as Vendor Management, Corporate Finance, Risk, Compliance, and Internal Audit.
• New Business Implementation & Client Onboarding: Supporting the implementation of new business and managing client policies and investment operations.
• Pensioner Administration: Collaborating with the Pensioner Administration team on pensioner onboarding and monthly valuation processes.
• Budgeting and Expense Management: Assisting with budget preparation, monitoring, and managing the expense process.
• Driving Continuous Improvement: Working with the Head of Operations to foster a culture of continuous improvement, innovation, and operational excellence within the team.
• Systems Optimization: Evaluating and improving existing systems, processes, and workflows to identify optimization opportunities.

Qualifications and Experience:

• BCom Accounting Honours (Postgraduate Business or Investment qualification would be beneficial)
• CA (SA) required
• 1-3 years of relevant experience in retirement fund or investment administration preferred
• Experience with IFRS 17 is advantageous
• Strong commercial acumen
• Proven experience in asset management and insurance

Knowledge and Skills:

• Solid knowledge of retirement funds and/or investment products
• Working knowledge of operational processes
• Strong attention to detail and excellent organizational skills

Core Competencies:

• Cultivates Innovation: Creating new, effective ways for the organization to succeed
• Client Focus: Building strong customer relationships and delivering customer-centric solutions
• Drives Results: Achieving consistent results, even under challenging circumstances
• Collaboration: Building effective partnerships to achieve shared objectives
• Resilience: Overcoming challenges and setbacks with determination and focus

Behavioural Competencies:

• Organizational Savvy: Navigating complex policies and processes within the organization
• Manages Complexity: Effectively solving problems using complex and sometimes contradictory information
• Drives Engagement: Creating a motivating work environment to inspire others
• Business Insight: Leveraging knowledge of the business and marketplace to advance organizational goals

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