Personal Assistant: Managing Director: Ra: Sc: Sfp
2 weeks ago
Who are we?
Sanlam is a business that focuses on the middle and affluent market.
We are 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.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients.
What will you do?
- Provide secretarial support to the Managing Director of Succession Financial Planning.
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.
Office and diary management- Travel arrangements
- Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
- Preparation of documents, including formatting and the distribution thereof for the above
- Minute taking
- Using electronic tools effectively. i.e. SharePoint / MS Team / MS Powerpoint / MS Word / MS Excel
- Consolidate and provide relevant reports
- Support team members with all secretarial duties
- Assist with adhoc requests
- SAP S4HANA Financial payments & order supplies
What will make you successful in this role?
- Qualification & Experience
- Matric
- Secretarial Qualification/Diploma
- A minimum of two years Secretarial/Personal assistant experience.
- Previous experience in a sales environment will be an advantage.
- SAP
- Travel system
Personal Qualities
- Cultivates Innovation
- Client Focus
- Drive Results
- Collaborates
- Flexibility and adaptability
- Communication & Literacy
- Assertiveness
- Concern for accuracy and order
- Technical knowledge & skills
- Treating customers fairly (TCF)
- Stress tolerance
- Problemsolving
- Decisionmaking
- Managing work
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
- 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 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 timeOur aim is to help you 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 â€'œ 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 â€'œ Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office â€'œ the group provides many opportunities for growth and development.
Our commitment to transformation
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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