Job Description

Who are we?

The Retail Affluent (RA) cluster is responsible for Sanlam's retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is 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 as well as people with disabilities.

Output/Core Tasks:

The role of the Financial and Administrative Assistant is the co-ordination of office needs, assistance to Head Office staff with any regards to SRS and training to ensure adherence to approval framework as well as on any staff relating to payments. The incumbent will provide timeous end-to-end P2P services to clients in relation to the procurement process support as well as end-to-end services to clients in relation to cost centre and vendor creation. There is also a Debt Management Administration component to this role which the incumbent is responsible for:

• Handling enquiries from client, advisors, and brokers and refer them to the correct contact person
• Inventory and stationary Orders and Enquiries relating to the team
• Handle SRS processes on behalf of Team (Request, Update and Process)
• Meeting schedules, meeting feedback distribution and address of action items where required
• Identify in the gaps in the SAP P2P (Procure to Pay) process and provide for appropriate controls to address the gaps
• SAP 4 Hana training and support to users to create awareness of processes and controls
• Awareness and implementation of POPIA responsibilities in the BAU processes.
• Implement SAP workflows changes on the system/application in relation to cost centre and profit centre user responsible
• Use effective ways of working by using technology (Teams Risk Management site) and improve on processes where necessary.
• Updating and collating of the quarterly TCF reports
• Updating and collating of the quarterly Outsourcing Contract report
• Active intervention to identify potential reduction in / control expenditure (assist operational management)
• P2P process - Creation of Purchase Requisition (PR), Conversion of PR to Purchase Order (PO), confirmation of goods/services by Service Entry Sheet, invoicing.
• P2P process - enquiries and updates related to the above tasks

Output/Core Tasks continued:

• Processing of the journals and checking that information provided is correct
• Quote to Cash (Q2C) invoicing and cost allocations
• Master Data Governance (MDG) process - Cost centre, GL and material creation and management/movements
• MDG process - Supplier account creation and amendments
• Assist with Expense reports of the business units responsible for
• Adherence and implementation of expense management/approval framework and policies
• Participation of the annual update of the budget manual within prescribed timelines
• Compile SAP budget template and upload on system

Admin Debt Management

• Update Debt / Intermediaries Records
• Administration of the Internal Debt Management collections/payments
• Facilitate the deposit transfers from the bank account to the reconciliation account

Role Requirements:

Qualifications:

• Matric with Mathematics and/or Accounting
• Relevant formal qualification will be beneficial

Experience:

• At least 2 years' experience in a similar role within Financial Services industry

Knowledge:

• Strong cost accounting knowledge.
• Knowledge of SAP

Sanlam Core Competencies:

• Customer focus
• Collaborates
• Drives results
• Resilience
• Cultivates innovation

Competencies

• Communicates effectively
• Financial acumen
• Plans and aligns

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.

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.

Closing date: 5 September 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.

Sanlam