Financial Adviser

Investment Administrator ACA

Job Listing Detail
ACA Employee Benefits is a fully owned subsidiary of Sanlam Life Insurance Limited and a division within SEB Sanlam Employee Benefits. (SEB) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SEB assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members.
What will you do?
  • Interact with internal and external investment platforms to obtain relevant investment information, fees and compliance information in order to compile client investment reports.
  • Perform reasonability checks on data received to assure quality in terms of client reporting.
  • Compile and ensure accurate delivery of investment reports according to set service level agreements.
  • Assist with client and asset manager onboarding, review of service level agreements and ad hoc tasks
  • Update investment databases with market returns.
  • Ensure that the electronic client database structure is maintained and updated with all relevant information, presentations and legal documentation.
  • Provide operational support on the implementation of investment strategies and maintain the client matrix.
  • Resolve queries within the agreed time standards.
  • Assist in managing the roll-out of initiatives and projects that go live in terms of migrating investment reports.
  • Manual calculation of portfolio returns and benchmarks.
  • Assist the Investment Consultant and team in the design, formatting and preparation of presentation packs
What will make you successful in this role?
  • B Com or National Diploma equivalent to NQF Level 6
  • 3 – 5 years Investment Administrative experience in the same or broad Investment industry experience
  • Investment analysis
  • Relationship management
  • Advanced Excel and Word skills
  • Working knowledge of Morningstar or other investment reporting tools advantageous
  • PC literacy tests may be conducted on MS Word and Excel packages
  • Strong problem solver
  • Strong ability to organize and prioritize conflicting deadlines
  • Excellent communication skills both written and verbal
  • Results focused and passionate about work
  • Time management skills
  • Proactive and can work independently
  • Team player with a positive attitude
  • Innovative and demonstrates initiative
  • Ability to perform well under pressure
  • Good interpersonal skills
Qualification and Experience
Degree or Diploma and/or required Certification with 3 to 5 years related experience.
Knowledge and Skills
Deal with and resolve ad-hoc complaints, inquiries and investigations
Supervision of output of employees
Process more complex transactions and assist juniors with complex transactions
Good understanding of regulatory and statutory environment
Personal Attributes
Balances stakeholders – Stage 2
Decision quality – Stage 2
Directs work – Stage 2
Plans and aligns – Stage 2
Build a successful career with us
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 realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation – Stage 2
Customer focus – Stage 2
Drives results – Stage 2
Collaborates – Stage 2
Being resilient – Stage 2
Turnaround time
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. 

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