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Operations Specialist

What will you do?

We have an exciting opportunity for a Operations Specialist within SHA Risk Specialists.

What will make you successful in this role?

Key responsibilities include:

Finance Support Functions:    

  • Assist in coordinating, compiling and communicating various activities relating to Budgeting activities.
  • Assist in coordinating, compiling and communicating various activities relating to Forecasting activities.
  • Monthly checking and reconciliations in relation to SHA Line of Business reporting.
  • Investigating variances and dealing with queries.
  • Tracking and reporting on Expense variances.
  • Involvement in tracking and remediating issues relating to Credit Control functions impacting Age Analysis and Cancellation Reserve.
  • All of the above will require building and maintaining close relationships and collaboration with our Santam Specialist Finance colleagues.

Project Support Functions:

  • Project Financial and Cost management (accurate budgeting, actuals tracking, forecast projections, monitoring and control of expenses, invoicing, journals, general ledger queries and payments).
  • Create and maintain comprehensive documentation, including project plans, task lists, progress reports, and meeting minutes.
  • Create various dashboards and presentations.
  • Attend demos and meetings relating to Group-driven initiatives and disseminate information to relevant stakeholders as is required.
  • Assist Ops Team in planning, organising, and executing project activities, ensuring adherence to project timelines, objectives, and scope.
  • Understand, translate, and champion the strategic and holistic needs of the business unit.
  • Assist with Change Management requirements and activities as needed.
  • Coordinate testing activities.
  • Schedule and organise meetings and workshops.
  • All of the above will require building and maintaining relationships with our Business Change colleagues.

Other Operational Responsibilities:    

  • Produce and distribute routine and ad-hoc reports to internal and external stakeholders.
  • Assist with any Regulatory, Risk or Governance activities that fall within the Ops Team’s area of responsibility eg. (but not limited to) – incident logging and or tracking, preparing stats for COB reporting, Business Continuity Plans, activities supporting Internal and External audits, Due Diligence requirements and processes.
  • Participate/assist with Data Audits.
  • Support with creation of process flows and SOP’s (Standard Operating Procedures).
  • Assist with any activities relating to VOX (Voice of Experience) surveys.
  • Review and update SHA Operational Directives document.

General Administration:

  • Arrange and/or attend meetings (internal and/or external) as and when required.
  • Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
  • Attend to the production of general correspondence if and when necessary.
  • Managing set-up and maintenance of MS Teams Groups and Channels.

Qualifications & Experience

  • BCom Accounting or equivalent qualification
  • 3 – 5 years experience in the Insurance Industry
  • Ability to engage at Senior Management level
  • Excellent MS Excel knowledge and Experience (Advanced Level)
  • Power point knowledge and experience (Advanced Level)

Skills & Competencies

  • Strong analytical skills and logical reasoning
  • Strong attention to detail
  • Strong client service orientation
  • Ability to work under pressure
  • Deadline driven
  • Planning and organising
  • Learning and researching
  • Applying expertise and technology
  • Problem-solving skills
  • Self-Confidence & Assertiveness
  • Pro-active approach
  • Producing innovative solutions
  • Adapting to changing environment
  • Excellent Communication/interpersonal skills
  • Adhering to principles and values
  • Working well in diverse environment
  • Delivering results and managing customer expectations

Our commitment to transformation

Legal Advisor

Who are we?

Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda. 


The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.


Sanlam Alternative Investments (SAI) 
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years. 

What will you do?

To perform the role of a banking and finance / general corporate / private equity and fund attorney in a legal team, providing professional legal advice and risk management services to internal clients to mitigate Sanlam Alternative Investments’ (“SAI”) legal risks.

What will make you successful in this role?

Providing legal advice:
• Participating in the relevant committees and reporting on legal or reputational risks.
• Structuring, negotiation, documentation, and on-going management of legal aspects of transactions within a risk framework acceptable to SAI and Committee’s conditions.
• Provide commercially viable solutions to technical issues.
• Drafting, reviewing, and negotiating corporate, banking, security and finance documentation across the debt, properties, empowerment, and equities sectors such as – committed bilateral and syndicated loans, risk/funded participation agreements, guarantees and indemnities, letters of credit secondary debt trading documentation.
• Drafting, reviewing, and negotiating on transactions related to project finance, equity-based investments, private equity, fund finance, empowerment funding and venture capital.
• Reviewing and negotiating cross-border and international transactions.
• Advising on distressed debt and restructurings.
• Advising on insolvency and litigation issues.
• Drafting, reviewing, and negotiating non-core business documentation.
• Preparation and updating precedent and know-how systems.
• Providing training to the business on topical areas of law.

Manage stakeholder relationships:
• Build and maintain effective relationships with relevant stakeholders and users.
• Develop trusting professional internal relationships by keeping relevant stakeholders and users informed of any new changes to the law which may impact their business.
• Develop and manage professional relationships with external clients, external legal counsel and external legal advisors representing client interests.

Manage internal processes:
• Maintaining and updating legal templates.
• Ensuring sound and efficient legal processes.
• Drafting of high-quality legal agreements.
• Ensuring company’s risk is adequately identified, mitigated and/or managed.
• Providing guidance to SAI lender / financing representative and operations on financial close processes.
• Regular reporting to the SAI Head of Legal on workload, turnaround times and skills development.
• Proactively identifying areas for business and legal improvement.
• Project managing plans identified for improving legal efficiencies.
• Management of appointing, briefing, and monitoring of outside legal counsel whilst containing costs.


Managed Transformation and Change:
• Contribute to a culture conducive to the achievement of transformation goals.
• Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
• Participate in and support corporate responsibility initiatives.
• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
• Encourage team to generate innovative ideas and share knowledge.
 

Qualification and Experience

Registered Attorney with 5 years related experience.

Knowledge and Skills

Risk Management

Compliance and legal projects management

Legal advice and documentation reviews

Coordinates legal action that may require external legal assistance

Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.

Personal Attributes

Business insight – Contributing through others

Builds networks – Contributing through others

Manages complexity – Contributing through others

Persuades – Contributing through others

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient – Contributing through others

Collaborates – Contributing through others

Cultivates innovation – Contributing through others

Customer focus – Contributing through others

Drives results – Contributing through others

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.

Actuarial Analyst

What will you do?

Santam’s Actuarial and Data Analytics team has an exciting new opportunity available for a general insurance professional.

The position will be based at Santam’s Head Office in Bellville, Cape Town or Sandton Johannesburg.
 

What will make you successful in this role?

We are looking for highly professional individuals, with a specific focus on the personal and commercial lines businesses. The successful candidate will be accountable for actuarial functions which will contribute to the profitable development and financial results of the Group. Working closely with the senior management team across Product, Pricing, Underwriting and Claims Services you’ll contribute to the development and execution of the broader strategy. 

KEY ACCOUNTABILITIES:

  • Develop effective pricing and risk management strategies to balance profitability and growth
  • Benefit tracking and performance monitoring of financial, underwriting and distribution indicators
  • Create and maintain business reports to direct thought processes that drives action
  • Contribute to the development and maintenance of the internal data assets to support pricing and other modelling initiatives
  • Continuous process improvement and strategy evaluation
  • Participate in strategic projects where actuarial input is required
  • Support current underwriting segmentations models
  • Interacting with distribution (sales) and claims with the objective of constantly incorporating market trends into the product solution value chain
  • Supporting the development of product solutions for various market segments and channels
  • Ad-hoc analysis – statistical investigations as required from time to time by the business

Qualifications & Experience

  • Degree in either Mathematics, Statistics, Actuarial Science, Data Science or Computer Science. Non-actuarial candidates will also be considered even though the title of the position says Senior Actuarial Analyst.
  • 3-5 years working experience, preferably in general insurance.
  • Advanced computer literacy skills in one or more of the following: SAS, SQL, R, Python, Emblem etc.
  • Strong modelling skills including experience in performing statistical investigations and building pricing / predictive models
  • Strong data management skills
  • Logical and analytical ability
  • Self-starter, problem solver and finisher
  • Good report writing and presentation skills
  • Analysing

Competencies

  • Attention to detail
  • Planning and organising skills
  • Collaborates
  • Client focus
  • Drives results
  • Flexibility and adaptability
  • Cultivates Innovation

Click here to apply

We with your all the best with your applications

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