Personal Assistant to BM: SanlamConnect: Umhlanga at Sanlam Group

What will you do?

To provide and deliver an effective and comprehensive administrative support service to the management team, as well as fulfil a first-line client interaction point function. Act as a liaison in the relationship between the Managers and the Advisors (to enhance business continuity) and existing and potential clients. 

The ideal individual must have strong administrative skills and strong planning and organisation 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 business unit and management team in terms of the following:

• Diary management/reminding Manager of important tasks & deadlines
• Mail and information management 
• Client liaison
• Time and priority management
• Office and telephone administration/maintaining procedures/administration systems
• Typing, compiling & preparing reports, presentation & correspondence
• Monthly financial payments (SAP4/HANA & Staff reimbursements)  
• Order supplies & SRS requests/budget control
• Facilitate activation and termination of broker contracts & additional codes 
• Contract revision & adhoc REMS requests as per the approval framework
• Regional debt management 
• Leads management 
• Events management – Regional training interventions, conferences & functions
• Monthly meeting management – minute taking, catering, agenda, presentations
• Arranging of staff training interventions
• Travel IT - Travel arrangements (booking and arranging travel, transport & accommodation)
• SAP capturing (training)
• Monthly feedback
• Graduate arrangements
• Address book

What will make you successful in this role?

Qualification and Experience 

• Matric 
• Certificate/diploma in administration/secretarial would be advantageous
• 2 years’ proven experience in office administration and/or as personal assistant, specifically in the financial services industry will be advantageous
• Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word
• Knowledge of SanFin, SanQuote and AutoNub would be advantageous
• Driver’s license and own vehicle essential

Personal Qualities 

• Communication & Literacy
• Assertiveness
• Adaptability/flexible 
• Concern for accuracy and attention to detail and order
• Technical knowledge & skills
• Treating customers fairly (TCF)
• Stress tolerance
• Problem-solving
• Decision-making
• Managing work 
• Organization/Time Management
• Detailed orientated