Financial Adviser

Compliance Admin at Santam

Compliance Admin and Receptionist at Santam

Permanent Junior position

Johannesburg, Gauteng

Undisclosed cost to company

Job 2276282 | Ref Mirabilis

Posted 12 Dec 2018 by Santam


About the Position

Santam (Mirabilis Engineering Underwriting Managers) is lookng for an individual to assist with Compliance Administration, manage the switchboard and receive clients.
You will spend approximately 70% on Compliance Administration and 30% on switchboard and receiving clients.


Broker due diligencesContinuous review and follow up of outstanding intermediary agreementsMonthly verification of FSP status of brokersMonthly verification of IGF status of brokersAnnual verification of PSP status of brokersMaintenance of representative files to assist in verification of Fit and ProperAssistance with any other Compliance related functionsBroker MaintenanceUpdating all details on KIT and MFilesReceptionManage switchboardReceive clients and arrange refreshmentsRefer queries to the correct person and take messages5.3 Other dutiesManagement of meeting/boardrooms (Cleanliness etc.)Monitoring the cleanliness of the officeLeave administrationCo-ordinate metrofileCourier / mailAd hoc tasks

Desired Skills

Microsoft OfficeHighly organisedPresentable and professionalBilingualConfident and assertive (especially under pressure)

Eloquent / articulateAttention to detailteam playergood time managementGood communication skills

Desired Work Experience

2 to 5 years Switchboard / Reception

Desired Qualification Accreditation

Grade 12 / Matric

About The Employer

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expandingand transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good andproper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanentlyor for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the divisions Employment Equity targets.

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