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Who are we?
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?
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 brokers (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:
Organising meetings, functions, presentations and conferences, note-taking
Diary management/reminding manager of important tasks & deadlines
Mail and information management
Time and priority management
Office and telephone administration/maintaining procedures/administration systems
Typing, compiling & preparing reports, presentation & correspondence
E2 Financial payments & order supplies & SRS requests/budget control
Assist with the contracting and cancellation of broker contracts and codes
Assist with arranging training interventions
Travel arrangements (booking and arranging travel, transport & accommodation)
SAP capturing (training)
SanlamConnect list – Address book
What will make you successful in this role?
Qualification and Experience
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
Communication & Literacy
Concern for accuracy and attention to detail and order
Technical knowledge & skills
Treating customers fairly (TCF)
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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Applications for this role close on 26 November 2021.The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Note: Never pay for any training, certificate, assessment, or testing to the recruiter.
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