Personal Assistant: Ra connect Intermediaries Cape Region

2 weeks ago


South Africa Sanlam Full time
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Personal Assistant:
RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 06)

Location:

Bellville, Western Cape, South Africa 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 life's financial questions.

ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.


What will you do?Provide secretarial support to the Regional Support Manager and / or Regional Marketing Manager in terms of the following:1.

Travel arrangements2. Organising and preparation of meetings, functions, presentations and conferences3. Diary management4. Mail and information management5. Client liaison6. Time and priority management7. Office and telephone administration8. Administration support to advisers9. Collate, analyse and interpret data sheets10. Key Account & Marketing Administrative supportWhat 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 environment with knowledge of S.net and the MS-Office package will serve as an advantage
  • Previous experience in Sanlam Financial Advisers will serve as an advantageKnowledge and Skills Customer Service Management Customer Contact Management Ad hoc reporting Effective management and control of switchboard Management of employees Personal Attributes Interpersonal savvy - Contributing dependently Decision quality - Contributing dependently Action orientated - Contributing dependently Optimises work processes - Contributing dependently Build a successful career with usWe'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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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 closing date for applications is 06 June 2024The 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. 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 aim is to help you build a successful career with usWe'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 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.

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