The Sanlam Retail Affluent business (SRA) is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure, and prosperous. With deep client understanding and a focus on excellence in technology and client & intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
We believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Position Description
This is a position for a Legal Secretary who will effectively manage the general office administrative and operational functions of the Law Services Department and to provide operational and administrative support to the Head: SRA Law Services and the Law Services team within SRA: Law Services.
Output/Core Tasks
Provide secretarial, operational and administrative support in terms of the following:
- General Office administration, including admin support to the Head: SRA Law Services and Law Services team i.e. diary/email management, travel arrangements, record keeping, scheduling, minutes and documents, remote working support; etc.
- Taking inventory and ordering office supplies as needed, annually, in advance of year end.
- Attend to payments via the payments systems to vendors, payment of attorney invoices etc.
- Allocation of work requests amongst the SRA Law Services team and ensuring an even spread of work across the team considering the various allocation parameters as guided by the Head: SRA Law Services.
- Data capturing of incoming work requests and allocations.
- Ensure that targets are reached within services agreements by administratively assisting and supporting the legal team in fulfilment of their duties.
- Collation of data for various reporting periods.
- Preparation, drawing up and timeous submission of reports including monthly reports.
- Assisting with recruitment and onboarding processes as well as staff exits.
- Client and stakeholder engagement.
- Set up, organize and maintain database and files / repository of all law services department information in accordance with recognized procedures and standards including preparation of accurate and timeous reports.
- Assisting with business continuity planning.
- Perform ad-hoc tasks as required.
Role Requirements:
- Grade 12
- Legal secretarial & administrative qualification/s
- 3 years experience as a Legal secretary within the insurance industry
- In-depth working knowledge of relevant computer programs including MS Office; digital platforms such as MS Teams, Zoom and other online meeting options
- Working knowledge of legal research and databases
- Ability to identify matters in respect of the type of legal assistance sought
- Knowledge of legal records and procedures and processes
- Customer focus
- Being resilient
- Collaborates
- Cultivates innovation
- Drives results
- Communicates effectively
- Plans and aligns
- Action orientated
- Situational adaptability
- Interpersonal savvy
Were 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.
Turnaround time
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.
Closing date: 24 August 2023
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.
