Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
To be responsible for maintaining forms and updating all compliance, business rules and legislative changes. Also responsible for distribution of approved communication to clients and maintaining client contact details.
Key Outcomes
The following outcomes will be expected to be achieved by the Communication Specialist:
Communications Management
- Perform all communication tasks
- Prepare and arrange for distribution of periodic mailing to clients, including:
- Posting and emailing of statements
- Infoslips
- Prepare annual Trustee Reports
- Prepare and arrange for distribution of ad-hoc communication to internal and external parties
- Maintain and store directory of all communications distributed including liaising with external service providers
- Maintain template and content changes to all statements and ad-hoc communication to internal and external parties
- Compile and prepare data extracts for all communication
- Maintain procedure documents and run books for statement mailings and other periodic communications events
- Maintain archive records of all statement mailings
- Maintain results of delivery reports from mailing campaigns
- Implement POPI and other legislative requirements where applicable
- Process and manage returned post and emails
- Assist in campaigns to convert clients from post to email, among other data collection campaigns as required/requested
Forms Management
- Make changes to all forms when required/requested in line with compliance, legislation and changes to business process.
- Update Sharepoint with latest versions of all forms
- Log EAC MAT call for updated application forms
- Communicate to all relevant parties when changes are made
- Review all forms on an annual basis to ensure they are updated and compliant
- Maintain and keep an up-to-date forms register
- Focus on meeting commitments, including communications with stakeholders.
- Maintain a communication schedule to update stakeholders including appropriate staff in the organization on the progress of form amendments
- Work with stakeholders to obtain sign off on documents.
Qualifications and experience
- Matric
- Relevant industry related diploma or degree will be advantageous
- Minimum 2 years working experience in communications or forms management role
- LISP knowledge and experience is advantageous
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Problem solving
- Communication skills (written & verbal)
- Time management
- Attention to detail
- Analytical thinking
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
What will make you successful in this role?
Qualification and Experience
Grade 12 or Diploma with 3 to 4 years related experience.
General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management
Interpersonal savvy - 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.
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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 ensuring 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.
