Finance Assistant: Bellville - Sanlam Group



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Sanlam Group Accounting / Finance Jobs in Western Cape


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The Finance Assistant role will be responsible for administrative support to the Finance Services team. The activities of this role will contribute to an effective work environment for the team to operate in. The role will also be responsible for some financial controls and act as an aid to the Accounts Payable and other teams within Finance Services in peak periods.

What will make you successful in this role?

The key performance areas of this role include the following:

Office administration

  • Diary management for senior managers
  • Schedule regular Finance Systems forums with various stakeholders
  • Arranging workstations for team changes and new appointments
  • Ensuring the necessary office facilities (e.g. stationary, printer , copier) for the team is maintained and available.
  • Coordinating team and other office events.
  • Act as Health & Safety Representative


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Financial Controls and Payments

  • Ensuring that payments are being made on time using SAP S/4HANA.
  • Support to the Accounts Payable team in peak periods.
  • Monitoring select lines on the cost centre budget.
  • Assist with creating Master Data requests.

Reporting and presentations

  • Managing requests submitted to the team’s shared mailbox.
  • Assist in preparing quarterly reports to cluster forums.
  • Assist with follow up of FinSys JIRA requests.
  • Preparation of monthly presentations to Finance Systems forums.
  • Assist senior manager with presentations in forums, including taking minutes and notes.

Qualification and Experience

  • Grade 12 with Accountancy as subject.
  • A Diploma in Commerce, Accounting or Finance or relevant field from a recognised institution will be advantageous.
  • 2 years in an administrative role with a financial services institution.
  • Experience in working in a Finance team will be advantageous.
  • Competent in using MS Excel, Word and Powerpoint.
  • Confident user of SAP S/4HANA Finance.
  • Able user of SRS system and JIRA will be advantageous.
  • Exposure to any other systems used within Sanlam will be to your benefit.

Knowledge and Skills

  • Reservation Management
  • Secretarial Support
  • Administration
  • Manages various Stakeholder queries and support


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Behavioral Competencies

  • Work independently 
  • Must have the ability to communicate effectively 
  • Have high ethical standards

Core Competencies

  • Cultivates innovation - Contributing dependently
  • Customer focus - Contributing dependently
  • Drives results - Contributing dependently
  • Collaborates - Contributing dependently
  • Being resilient - Contributing dependently



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