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Administration Specialist

careers.sanlamcloud.co.za

New
Junior 🇬🇧 English
Lotus Notes CRM system

Job description

About the role

The Administration Specialist provides essential administrative and sales support to intermediaries, Business Development Managers and distribution channels at SanlamAllianz Namibia. The role ensures smooth processing of new business cases, maintains data quality and assists with compliance activities.

Key responsibilities

  • Uphold the Glacier Service Level Agreement and manage all queries via email and telephone.
  • Track progress of new business cases and assist clients and intermediaries with processes.
  • Distribute marketing materials such as application forms and brochures.
  • Handle tax certificate queries, issue certificates and perform year‑end reconciliations.
  • Conduct yearly data quality checks on clients and intermediaries and maintain distribution lists.
  • Support the Junior BDM and BDM with day‑to‑day tasks, reporting and ad‑hoc projects.
  • Assist with compliance, due‑diligence and AML activities, including supporting the AML Officer.

Required profile

  • School Leaving Certificate.
  • 1–2 years of experience in a similar role within the investment or collective investment services industry.
  • Experience working directly with intermediaries and distribution managers in a LISP environment.
  • Proficient verbal and written English; additional local language is a plus.
  • Valid driver’s licence and excellent telephone etiquette.

Required skills

  • MS Office suite (Word, Outlook, Excel, PowerPoint).
  • Lotus Notes.
  • Company‑specific software and CRM system.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec careers.sanlamcloud.co.za.
Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.
Source : ats:successfactors

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Published 5 hours ago

Expires 1 month from now

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