Personal Assistant at Sanlam

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them.

We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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 grow and protect wealth.

What will you do?

• Provide secretarial support to the Sales Manager.
• The ideal individual must have strong administrative skills and strong planning and organisational skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high performance culture environment.
• Provide secretarial support to the Sales Manager in terms of the following:
• Office and diary management
• Mail and information management
• Travel arrangements
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts; video conferences etc.
• Preparation of documents and the distribution thereof for the above
• Minute taking
• Consolidate and provide relevant reports
• Support team members with all secretarial duties
• Assist with ad hoc requests
• E2 Financial payments & order supplies What will make you successful in this role?

Qualification & Experience:

• Matric
• Secretarial Qualification/Diploma
• A minimum of one year Secretarial/Personal assistant experience
• Previous experience in a Sales enevironment will be an advantage
• E2 Financial and Service Request system (SRS)
• Amex Travel system
  
  

Personal Qualities:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexability & Adaptability
• Communication & Literacy
• Assertiveness
• Concern for accuracy & order
• Techincal knowledge & skills
• Treating customers fairly (TCF)
• Stress tolerance
• Problem-solving
• Decision making
• Managing work

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 business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.