Posted on: 06 September 2023
ID 884593

Personal Assistant: EBM: RA: SanlamConnect Intermediaries: Cape Region (Bellville) (JG 06)

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. We have approximately 2, 000 tied advisers and 2, 000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer lifes financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

Provide secretarial support to the Business and / or Sales Manager in terms of the following:
  • Travel arrangements
  • Organising and preparation of meetings, functions, presentations and conferences
  • Minute Taking and following up on actionable items
  • Diary management
  • Mail and information management
  • Client liaison
  • Time and priority management
  • Office and telephone administration
  • Administration support
  • Collate, analyse and interpret data sheets
  • Key Account & Marketing Administrative support
  • Manpower support
What will make you successful in this role?

Qualification & experience
  • Grade 12 (matric) or equivalent qualification
  • Secretarial experience and computer literacy with an ability to execute tasks virtually as well.
  • Previous experience in a marketing/sales environment with vested knowledge of MS-Office
  • Previous experience in Sanlam Financial Advisers/Connect will serve as an advantage
Personal qualities
  • Cultivates Innovation
  • Customer Focus
  • Drives Results
  • Collaborates
  • Being Resilient
  • Communicates Effectively
  • Action Oriented
Knowledge And Skills

Reservation Management

Secretarial Support

Administration

Manages various Stakeholder queries and support

Personal Attributes

Communicates effectively - Contributing dependently

Plans and aligns - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

Build a successful career with us

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.

Core Competencies

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Drives results - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

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.
  • The closing date for applications is 15 September 2023
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Our aim is to help you build a successful career with us

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 business clusters Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office the group provides many opportunities for growth and development.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
Occupation:
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