Deal Administrator

Date: 18 Jun 2026

Location:

Sandton, Gauteng, ZA

Company: Sanlam Group

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

Sanlam Alternative Investments combines institutional depth and strong partner alignment to unlock opportunities across South Africa, Africa, and other emerging markets. Managing over R150 billion in AUM, we invest in private equity, private debt, real estate and infrastructure, using innovative financing models to amplify impact, helping economies and communities thrive.

What will you do?

The Deal Administrator is responsible for managing the end‑to‑end transaction administration lifecycle for Specialised Credit deals. This includes KYC coordination (non‑approval), client onboarding, transaction setup, pay‑away execution support, and ongoing client administration.

The role plays a key part in ensuring efficient deal execution by acting as a coordination point between Origination, central SAI KYC, Transaction Management, Operations, Finance, Legal, and Clients.

Key Responsibilities

1.KYC Coordination (Non‑Approval Role)

Coordinate all KYC requirements with the central SAI KYC function
Request and collect KYC documentation from clients and relevant stakeholders
Understand KYC requirements sufficiently to ensure correct documentation is requested upfront
Track outstanding requirements and follow up with clients
Liaise with SAI KYC team to:
- Submit KYC packs
- Address queries and rework requests
- Obtain confirmation of KYC approval
Communicate KYC status and outcomes to Origination and Transaction Management

2. Client Onboarding

Coordinate onboarding once KYC is nearing completion or approved
Collect and verify:
- Client information
- Mandates
- Banking details
Complete onboarding documentation and forms
Obtain necessary internal approvals for onboarding
Ensure client is accurately loaded onto relevant internal systems (e.g. Murex)
Confirm onboarding is complete prior to execution or pay‑away

3. Transaction Setup (with Transaction Management)

Provide Transaction Management with:
- Loan agreements
- Deal details
- KYC confirmation
- Client information and mandates
Work closely with Transaction Management to:
- Load deals accurately onto internal systems
- Resolve missing or inconsistent information
Track progress of transaction setup and escalate delays where necessary
Maintain deal schedules and execution timelines

4. Pay‑Aways & Transaction Execution Support

Coordinate pay‑away process, ensuring:

KYC approval is confirmed
CPs (conditions precedent) coordination
Deal model is signed off

Prepare pay‑away documentation
Obtain required internal approvals (Finance, TM, Operations, etc.)
Provide advance deal and payment information to Transaction Management
Track payment cut‑offs and execution timing
Maintain payment evidence and audit trails

5. Ongoing Client Administration

Manage ongoing administrative requirements for clients, including:
- Client updates
- Banking detail changes (subject to verification controls)
- Administrative correspondence
- Rerate letters and similar communications
Maintain accurate client and transaction records
Ensure proper document management and filing

6. Cross‑Functional Coordination

Act as a central coordination point between:

Origination teams
SAI KYC function
Transaction Management
Operations, Finance, Legal

Ensure smooth information flow and reduce execution delays
Escalate bottlenecks or issues where required

7. Cross‑Training & Team Support

Operate as part of a small, cross‑trained team
Be able to perform all core functions across onboarding, KYC coordination, and payments
Provide cover for other admin team members during peak periods or absence

Qualification and Experience

Degree or Diploma with 2 to 3 years experience in training, or qualified by extensive experience.

Knowledge and Skills

Administration

Services Knowledge

Compliance Monitoring

Ensures quality advice and training on compliance and accreditation

Business Processes

Personal Attributes

Communicates effectively - Contributing independently

Decision quality - Contributing independently

Action orientated - Contributing independently

Optimises work processes - Contributing independently

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

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.