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20 Nov 2024

Permanent Trade Assistant – Offshore – Sanlam Vacancies

Sanlam – Posted by JobLink24 –  Cape Town, Western Cape, South Africa

Job Description

Sanlam Vacancies – Trade Assistant – Offshore

Sanlam, a leader in financial services, is looking for a dedicated and detail-oriented Trade Assistant – Offshore to join our team. If you’re passionate about delivering exceptional service and contributing to operational excellence, this role is for you.

Key Responsibilities

  • Investigate and resolve unsettled currency conversion trades on the back-office administration system.
  • Process entries to address bank reconciliation breaks.
  • Manage cash payments, fees, and invoices as required.
  • Collaborate with internal stakeholders, counterparty contacts, and third-party service providers to resolve reconciliation issues.
  • Prepare offshore bank reconciliation reports for management.
  • Address business queries regarding bank reconciliations.
  • Communicate reconciliation issues affecting trading or client reporting to operations teams and business units.
  • Contribute to process improvements and participate in company-wide projects.
  • Update and maintain process documentation, including standard operating procedures and checklists.
  • Support team members with tasks and initiatives when needed.

Qualifications & Experience

  • Tertiary qualification in Business, Finance, or Economics.
  • Relevant experience in the financial services industry is essential.

Knowledge & Skills

  • Familiarity with financial services or fund administration processes preferred.
  • Understanding of private client business and the stockbroking environment.
  • Strong numerical and analytical skills.
  • High level of accuracy, attention to detail, and organizational skills.

Personal Attributes

  • Self-motivated, proactive, and accountable for problem resolution.
  • Confident under pressure with strong resilience and maturity.
  • Excellent communication and interpersonal skills.
  • Critical thinking with a proactive approach to client needs and problem-solving.
  • Passionate about delivering results and taking ownership of tasks.
  • Comfortable working after hours when required.

Why Join Sanlam?

Sanlam is committed to empowering employees and fostering growth. Through its five business clusters — Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam — we offer diverse opportunities for development.

Our Commitment to Diversity

Sanlam values transformation and embraces diversity. We are committed to creating an equitable and inclusive workplace that reflects South Africa’s demographics, including representation of people with disabilities.

Application Details

  • Closing Date: 8 November 2024
  • Application Process: Submit your detailed CV before the closing date.
  • Note: If you do not receive feedback within two weeks after the closing date, please consider your application unsuccessful.

Core Competencies

  • Collaboration
  • Innovation
  • Customer Focus
  • Results-Driven
  • Resilience

APPLY NOW

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