About the job
Sanlam Investments East Africa Ltd (SIEAL) is a leading fund manager in the region and has a strong record of accomplishment in service delivery and performance. We are seeking to recruit a Unit Trust Operations Officer who will support efficient processing of Unit Trust client instructions in compliance with standard procedures and coordinate operational systems that promote efficient partnership offerings.
Key responsibilities:
- Responsible for accurately processing high volume and high-value transactions from clients or relationship/client management/distribution teams.
- Handle unit trust operations i.e. processing unit purchases, repurchases, transfers, and switches
- Support and prepare daily, monthly and periodic care reports for management.
- Ensure daily processing and control procedures are competed, documented and properly recorded.
- Work proactively with partners confirm instruction orders/resolve issues and discrepancies.
- Daily reconciliations for units and cash
- Support review of interest, agents’ commissions’ computations, and preparing relevant reports.
- Preparation of WHT schedules.
- Maintain accurate records of partnership activity, including leads, contact information, and other pertinent details.
- Work with unit trust operations and distribution teams to develop operations that promote the partnership’s offerings.
- Manage all aspects of testing, including identifying potential changes, developing workplans and flows for partnership offerings.
- Manage internal documents to record and track project flow.
- Coordinating meetings such as service level meetings, and update meetings to ensure positive support and relations with our partners.
Technical/ Functional competencies:
- Ability to work cross-functionally and to manage multiple projects simultaneously to meet set goals.
- Must have a Unit Trust operations and process background.
- Ability to evaluate the economic and strategic cost-benefit of partnerships.
- Competency with mobile technologies and systems
- Demonstrates outstanding written and verbal communication skills.
- Highly organized, cultivates networks and ability to work in fast passed environments.
Minimum Qualifications and Experience:
· A Bachelor’s degree in any business or IT-related field from a recognized university
· Professional certification in Project Management or IT will be an added advantage.
· At least 3 years relevant experience
How to apply:
Please fill in the form provided (https://bit.ly/UTO-23) and send your CV to [email protected].
The application deadline is 25th April 2023.
