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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu…
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Trade Assistant: Offshore (7 Month Contract)
What will make you successful in this role?
- Investigate unsettled currency conversion trades processed on the back-office administration system.
- Process entries to resolve bank reconciliation breaks.
- Process cash payments, fees and invoices for payments as required.
- Liaise with counterparty contacts, internal stakeholders and third-party service providers (where necessary) to resolve reconciliation breaks.
- Prepare reporting on offshore bank reconciliations for management reporting.
- Respond to queries from business regarding bank reconciliations.
- Communicate reconciliation breaks and issues that may impact trading and client reporting to other operations divisions and business.
- Participate in improvement initiatives and projects in the team, business unit and companywide as required.
- Update and maintain process documentation (eg. standard operating procedures, checklists) for reconciliation function.
- Assist other team members when required.
Qualification and Experience
- Tertiary qualification in Business, Finance or Economics.
- Relevant experience within financial services industry is essential.
Knowledge and Skills
- Financial Service / Fund Administration experience preferred
- Understanding of the Private Client business and the stock-broking environment
Personal Attributes
- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Mature person with the sense of responsibility to do after hours
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
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 realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Collaborates – Contributing independently
- Cultivates innovation – Contributing independently
- Customer focus – Contributing independently
- Drives results – Contributing independently
- Being resilient – Contributing independently
Method of Application
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