Description : Business Development Administrator. Company : Sanlam. Location : Tygervalley, Western Cape
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. What will you do?
The Business Development Administrator will be responsible for supporting the Regional Operations Manager within the Cape Town office. What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Administrator:
Office Administration
- General office tasks
- Managing of office equipment, ordering, invoicing and maintenance
- Manage the payment process
- Manage the CPD process
- Maintain/enhance existing BI reports
- Updating and maintaining the client database
- Management Information System & BI reporting and administration
- General reporting
- Provide administrative support to the Regional Operations Manager and Regional Manager
- Maintaining stock levels of marketing material (brochures)
- Assisting with event-co-ordination & marketing initiatives
- Co-ordinate and manage venues/catering
- Assisting with processes
- Collating various budgets
- Preparing various non-system data reports
- Assisting with BDC tasks when BDCs are not available
- Relevant tertiary qualification
- 2 – 3 years relevant experience in a similar role
- A valid driver’s license and own reliable vehicle essential
- Finance, investment & insurance industry knowledge & experience
- Computer Literacy (MS Office & MS Excel - advanced)
- Communication skills (English and Afrikaans)
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results Planning & organising
- Client Service Orientation (Clients & Intermediaries)
- Relationship building / Interpersonal skills
- Concern for order & accuracy
- Process Driven
- Ability to work under pressure / flexibility
- Problem solving
- Ability to multi-task
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect Qualification and Experience Degree or Diploma with 2 to 3 years related experience. Knowledge and Skills Processing transactions and conduct simple calculations Record keeping; filing and maintenance of databases Maintain work standards and quality verification Data Collection and processing of transactions Procedures Knowledge Personal Attributes Plans and aligns - Contributing independently Interpersonal savvy - Contributing independently Communicates effectively - Contributing independently Optimises work processes - Contributing independently Build a successful career with us
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.
Closing Date: 17 February 2023 Our commitment to transformation
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.
