Administration Officer (Fixed term contract)

  • Full Time
  • Bellville, Western Cape, South Africa

Bellville, Western Cape

Who we are?

Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We take particular pride in:

  • Sanlam’s longevity and innovation
  • People, teamwork and values
  • A culture of diversity and commitment to growing our own timber
  • Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style. What will you do?


Deliver high quality and efficient administration services to facilitate investment instruction management of SCI investors.

Key responsibilities will include:
Ensure efficient, accurate capturing of data records

Within the instruction management team, to complete capturing of all incoming instructions within SLA guidelines promised to the investor

To be punctual in time keeping and foster team spirit in achieving daily targets

Become efficient user of relevant system applications to streamline data capturing process

Develop an understanding of the instruction management process to identify potential incorrect or suspicious transactions

To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures. What will make you successful in this role?

​​​Matric certificate and 1 to 2 years related expereince

Experience in Data capturing will be beneficial

Experience in unit trust/investment industry will be beneficial Qualification and Experience Grade 12 with 2 years related experience. Knowledge and Skills Investment Industry Knowledge Record keeping and administrative support Client Communications Quality, Compliance and Accreditation Reporting Personal Attributes Business insight – Contributing independently Decision quality – Contributing independently Self-development – Contributing independently Financial acumen – 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 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 Being resilient – Contributing independently Collaborates – Contributing independently Cultivates innovation – Contributing independently Customer focus – Contributing independently Drives results – Contributing independently 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. 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 ensure 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.