Branch Administrator-PTA

What will you do?

On boarding and administration of advisor/SAI’s and new broker contracts:

Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date. 
Ensure all branch training registers are updated and filed monthly.
Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval. 
Assisting with uploading all performance management documents
Complete adviser and manager’s On Boarding Recruitment ( Rep Packs ) forms accurately

Retentions Reporting:
Pull and analyse all required monthly and weekly reports and distribute, where required, to management/Brokers. 
Manual lodgements and submission
Quarterly Rank Movement Spreadsheet (Updated every month, cases, NTU and Persistency) 
Print and analyse Rep Report from the system to check for discrepancies

Ad hoc administrative support:
Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries. 
Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
Prepare the required data for advance commission payments/loans.
Manage the resolution of any facility related issues.
Assist with training of external system users, and access.
Assist with stock management/toner orders and stationery and update company asset registers
Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events
Call Advisors when a need arises, especially if SMs are out in the field working – this done as a way of helping Managers
Check Advisor Accreditations and advise where accreditations have expired and any matter concerning advisor accreditations

Digital sales device management:
Assistance with the order, allocation, distribution of devices
Administration towards device management including stolen/lost devices, forensics reporting
Troubleshooting and reporting on damaged devices.
V-track asset management
Manage team central file of asset allocation and returns. 
Ensure training and upskilling of new advisers on I-Manage application and process.
Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers. 
Monitor new business application flows 
Reporting weekly common errors to Sales Managers.

What will make you successful in this role?

QUALIFICATIONS 
•Matric (Grade 12)
•Diploma or degree in related field will be advantageous.

KNOWLEDGE AND EXPERIENCE
Knowledge:
•In-depth understanding of industry standards
•Working knowledge of products and services (advantageous)
•Knowledge of regulatory and compliance frameworks would be advantageous.
•Customer engagement principles

Experience:
•2 - 3 Years experience in an administrative capacity in an operational environment.
•Experience in the insurance industry would be advantageous.
•Demonstrated client engagement experience.
•Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)

Qualification and Experience

Knowledge and Skills

Personal Attributes

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

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