About the job
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?
This Financial Consultant will be responsible for the issuing and payments of invoices, capturing journal and month-end tasks and reporting within the Finance Reporting team.
What will make you successful in this role?
The following outcomes will be expected to be achieved by the Financial Consultant.
- Fiduciary Invoicing, Statements and Debtors Management
- Settlement and management of inter-company loan balances
- Facilitating the transfer of assets
- Responsible for month-end tasks i.e. applicable calculations and journals
- Cost Centre reporting
- Check for and amend changes in Vendors
- Assisting manager with the Life reporting requirements
- Assist in Additional reporting requirements for SDM and Safrican
- Assist with audit queries
- Various ad hoc tasks
Qualifications And Experience
- B.Com. or relevant financial qualification
- 2-3 years’ experience within in financial services industry
- Intermediate Computer skills (MS Excel and SAP)
- Client focus
- Cultivates innovation
- Being resilient
- Drive results
- High Attention to detail
- Keeping to deadlines
- Problem-solving and analysis skills
- Performance driven
- Ability to work under pressure
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to co-operate and thrive both within an independent and team environment
Qualification And Experience
Degree with 3 years experience.
Knowledge And Skills
Recording of financial Transactions
Reconciliations and query resolution
Compliance with SOP’s and SLA’s
Authorisation of transactions within mandates
Manages conflict – Contributing independently
Demonstrates self-awareness – Contributing independently
Optimises work processes – Contributing independently
Action orientated – Contributing independently
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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Cultivates innovation – Contributing independently
Customer focus – Contributing independently
Drives results – Contributing independently
Collaborates – Contributing independently
Being resilient – Contributing independently
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: 10 March 20
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.