Administrative Assistant: RA: SanlamConnect: Succession Fin Planning (Menlyn) (PG 6/7) at Sanlam Group

What will you do?

• To provide and deliver and effective and comprehensive onboarding support services to Succession Financial Planning
• The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multitask.

Output/Core Tasks

Provide administrative support to the Succession Sales Team in terms of the following:

• Effective onboarding management
• Checking application forms and verification documents that documents correspondence with each other
• Verification process
• Region liaison
• Email information required and followed ups to regions
• Administrative support
• Time and priority management
• Multi-tasking
• Processes must be followed
• Administrative tasks
• Update systems
• Update of personal information
• Update of FSCA records and rep register
• Administrative support to Admin Manager
• Application for new product providers
• Update of current product providers information

What will make you successful in this role?

Qualification & experience

• Grade 12
• Administration qualification preferable
• Experience with the financial services industry will be an advantage

Knowledge and skills

• MS: Office (Excel, Word, Powerpoint, outlook)

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Communicates effectively
• Plans and aligns
• Action oriented
• Instils trust
• Job fit questions