Administrator: Benefit Statements

Date: 12-Jun-2019

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

What will you do?

The Business Support team assists the operational business with their day to day tasks by focussing on Compliance, Risk management, Taxation, Internal Projects, System Testing, Complaints, Bulk Printing and Distribution of client specific documents, etc.


Your duties will focus mainly on the compilation and distribution of Benefit Statements, New Member Certificates, Paid-up Certificates and Housing Loan statements.  Involvement in the design of template requirement, wording and adherence of the statement to applicable regulation will also be required. As the team and role is dynamic, your duties could, over time, change with the changing Business needs. The team is very flexible and is expected to be involved in various different areas in the business as and when required. 


You will be required to obtain a good understanding (including legal & business requirements) of the tasks at hand, plan towards specific deadlines, report regularly on progress and deliver good quality by deadlines. Both team work and individual tenacity is needed to be part of this high performing team. The ideal candidate is willing to learn and adjust his / her approach based on the specific scenario at hand.


The Business Support team is involved in most areas of the operational administration business, therefore a general love for getting involved in the detail and problem solving is strongly recommended.

Being responsible and taking ownership of a portfolio of funds’ benefit statements and other member specific bulk communications is a requirement.  Meeting deadlines and delivering a good quality product is very important.

Being proactive and looking for areas to make small incremental improvements is highly sought after in this role.

In addition to the above, the successful candidate is willing to get his / her hands dirty with doing what is required from a team perspective. 

Qualification and experience
  • Tertiary qualification (Accounting or Business Sciences)- essential
  • at least 5 years Employee Benefits specific experience- essential
  • 5 years financial services experience- advantageous
  • A good understanding of the workings of a retirement fund will be advantageous
  • Previous experience in doing retirement fund benefit statements will be advantageous
  • Proficiency in MS Office; especially Excel is required
  • Knowledge of MIP will be advantageous
Personal qualities
  • Strong attention to detail and proactive attitude
  • Willingness to learn and become proficient in various systems and processes
  • Strong ability to organize and prioritize
  • Excellent communication skills both written and verbal (fluent in English)
  • Results / target driven and displays energy when performing tasks
  • Accountability and ability to take ownership
  • Time management skills
  • Ability to work independently or be a team player dependent on the business requirement
  • Innovative and demonstrates initiative
  • Ability to perform well under pressure and meet deadlines
  • Good interpersonal skills
  • Ability to investigate, analyse and solve problems
  • Proactive person with a good attitude
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.

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 transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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