Incubator Admin Support Assistant: RA SC (Bellville) (Temporary) (JG 06)

Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

To provide comprehensive administrative, operational, and coordination support to the Uyanda Incubator, ensuring effective onboarding, vesting and training, payroll processing, reporting, and compliance support 

1. Recruitment and Contracting Support
•    Liaise between Uyanda talent acquisition administrator, Development Managers to coordinate recruitment activities, maintain detailed monthly records per candidate
•    Verify accuracy and completeness of contracts for newly appointed recruits linked to AP and BlueStar
•    Coordinate with Sanlam Enterprise office, internal support teams and external vendors key deliverables within the 12month development program
•    Monitor and track POE linked to trainee interventions and milestones outlined in co-operation contract with BlueStar AP and Sanlam supporting stakeholders 
2. Vesting, Training and Development Support
•    Provide administrative guidance and support to new recruits eg training plans and record keeping plans and supervision contracts.
•    Coordinate and schedule Development Manager field visits for vesting and training.
•    Maintain and update training progress with Development Manager feedback and 
•    Support tracking of advisor performance, productivity, and activities in line with Incubator requirements.
•    Liaise with Sanlam Academy and product line specialists to coordinate training, workshops and assessments.
•    Maintain detailed training and assessment records per candidate.
3. Payroll Administration Support
•    Coordinate with Finance, 3rd Party payroll vendor, Sanlam remuneration specialists’ operations during monthly payroll cut-off. Prepare and amend payroll reports for appointments and terminations
•    Investigate payroll discrepancies and support resolution with Development Managers.
•    Capture remuneration accurately and reconcile RAW Incubator, incentive, commission, and payroll schedule reports. Prepare payroll packs for management approval and submission to Finance.
•    Distribute monthly payslips and production/target reports to advisors and BlueStar Principals.
4. Sales and Operational Support
•    Support escalated client, claims, reimbursement, and policy queries.
•    Assist with arranging training interventions and Uyanda unit meetings.
•    Support communication of weekly and monthly production dashboards.
•    Manage orphan client service when advisors exit the program.
•    Provide internal systems, products, and process support to trainee advisors and managers.
5. Reporting and Data Management
•    Produce monthly advisor production and pipeline reports.
•    Maintain weekly activity trackers and policy reference registers.
•    Manage training and skills matrices and starter pack updates.
•    Compile graduation, resignation, and termination statistics.
•    Prepare reports for Uyanda and maintain SharePoint records.
6. Compliance and Content Manager Processing
•    Upload termination and resignation documentation to Content Manager following approvals.
•    Ensure system and access revocations for exiting advisors.
•    Assist with monitoring outstanding and omitted compliance documentation.

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