Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
What will you do?
- Programme and project governance and administration
- Update and maintain programme and project plans for all projects run out of Sanlam Private Wealths project management office.
- Assist with the preparation of project dashboards and other project management reporting
- Assist with the preparation of agendas and take minutes at prioritised project, programme, and steering committee meetings
- Maintain RAID logs together with the relevant project managers
- Maintain the projects office template library
- Ensure that project document repositories are maintained through conducting spot audit checks, assisting in loading of documents and creating relevant project folders
- Assist with invoice administration and support the cost and budget tracking within the Projects and IT areas
- Monitor project resource time tracking and leave schedules
- Diary administration, scheduling remote calls and managing room bookings
- Responsible for onboarding and offboarding of project contractors and vendors and maintaining contract repository
- Facilitate contractor induction
- Proficient in MS Office (i.e. MS project, Word, Excel, PowerPoint etc.)
- Fully bilingual (English and Afrikaans)
- Excellent written skills
- Relevant Degree or Diploma and/or required Certification with strong administrative experience
- Project Management qualification will be advantageous
- Excellent communication skills [English / Afrikaans] both written and verbal
- Strong numerical orientation
- Critical and analytical capability
- Excellent time management
- Accurate and detail orientated
- Ability to perform well under pressure and show maturity, confidence and resilience
- Build relationships: Establish and maintain positive working relationships with others, both internally and externally, to achieve the goals of the organization
- Behave ethically: Understand ethical behaviour and business practices, and ensure that own behaviour and the behaviour of others is consistent with these standards and aligns with the values of the organization
- Communicate effectively: Speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques
- Focus on client needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters
- Make decisions: Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization
- Organize and plan: Set priorities, develop a work schedule, monitor progress towards goals, and track details, data, information and activities
- Solve problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions and make recommendations and/or resolve the problem
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 achieving great things. We pride ourselves in helping our employees to realise their worth.
Through its business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office the Sanlam 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.
- To be considered for the above opportunity please upload your detailed CV on or before 2 May 2023
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful
The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. 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.
