Unit Trust Operations Officer at Sanlam Investments East Africa (SIEA)

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
• Provide support and preparation of daily, monthly and periodic care reports for management.
• Ensure that 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, 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 and or IT will be an added advantage.
• At least 3 years' relevant experience