Financial Assistant (Sanlam Trust)

Application Deadline:
September 30, 2023
Employment Type:
Full time
Cape Town
Positions open:

Main purpose of the job  

  • Supporting the Financial management team to effectively execute the responsibilities of the team.
  • Financial transactions, which includes payment of accounts; Allocation of deposits; reconciliations; etc.
  • Supporting the management members with financial transactions.


  • Managing high volumes of work.  
  • Reconciling moving target.
  • Financial operating systems
  • Business financial transaction requirements

Role outputs

  • Sound financial management of cost and income.
  • Allocation of new deposits.
  • Interest and fees calculation and allocation
  • Processing of payments on banking systems.
  • Bank reconciliations  
  • Asset updates  
  • Assist with year-end audit process.  
  • Adhoc tasks

Most common challenges and problems

  • Payment process experienced by Clients.
  • Volumes of bank reconciliations and queries and maintaining accuracy of transactions
  • Loss of income experienced by clients and Sanlam Trust if payment process is delayed
  • Customer experience


  • Sanlam Trust management team
  • Other departments of Sanlam Trust
  • Clients


1. Knowledge

  • Financial Systems and Financial concept and principles

2. Skills

  • Computer skills (MS Excel advanced level)  
  • SAP experience advantageous

3. Qualifications

  • Matric with Mathematics or Accountancy
  • Financial Degree or Diploma  

4. Experience (period)

  • At least 3 years relevant experience in a similar role within a financial role 

5. Experience (type)

  • Processing of financial transactions

Key competencies required

Sanlam core competencies

  • Being resilient
  • Collaborates
  • Cultivates Innovation
  • Customer Focus
  • Drives results


Role requirements

  • Integrity
  • Communicates effectively
  • Financial acumen
  • Concern for accuracy
  • Plans and aligns

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