PA - Receptionist & Administrator at Sanlam Group

What will you do?

PA FUNCTIONS

• Manage diary and travel logistics
• Screen and direct calls & emails and distribute correspondence
• Manage information flow in a timely and accurate manner which includes the format of information for internal and external communication
• Compile and share minutes of meetings with relevant stakeholders
• Manage all request for payments-allocate accordingly and reconcile budgets monthly
• Collect, collate and prepare data for monthly BI dashboard reporting purposes
• Co-ordinate, project manage and assist with ad-hoc projects as required
• Flight and accommodation bookings
• Collaborate with SPW marketing to facilitate all client and intermediary events

RECEPTION FUNCTIONS

• Ensure reception area is always tidy and presentable
• Welcome and direct visitors as they arrive
• Answer incoming calls and direct them to the appropriate person
• Manage meeting room bookings and calendars

ADMINISTRATIVE FUNCTIONS

• Order all branded and general stationery and manage the storage of corporate items
• Order office supplies
• Manage incoming and outgoing post and liaising with courier companies
• Creditors and expense claims
• Invoice payments
• General office management
• PDCLOP – verifying daily transactions
• Dividend withholding tax claims
• Manage ClientCare mailbox and client queries
• SIRON/ORMS client screening (Back-up only)
• THIS IS ME verification screening (Back-up only)
• Adhoc administration duties as and when required

Qualifications and experience

• Tertiary Qualification
• 3-5 years’ experience
• Experience in taking minutes

Knowledge and skills

• Own transport and Driver’s License;
• Excellent MS Office knowledge
• Excellent verbal and written communication skills (English & Afrikaans)
• Outstanding organisational and time management skills
• Power BI skills

Personal qualities

• Ability to perform well under pressure and show maturity, confidence and resilience
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Assertive
• Passionate ownership for results
• Discretion and confidentiality
• Ability to work independently