Personal Assistant: Head of Advisor Transformation:

2 weeks ago

Johannesburg, Gauteng, South Africa Sanlam Full time

Who are we?


SanlamConnect internally is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.

This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them.

We are dedicated to meeting the financial needs of our clients.

Our vision:

We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

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 grow and protect wealth.

What will you do?

  • Provide secretarial support to the Head of Advisor Transformation in terms of the following:
  • Travel arrangements
  • Organising and preparation of meetings, functions, presentations and conferences
  • Diary management
  • Mail and information management
  • Client liaison
  • Time and priority management
  • Office and telephone administration
  • Administration support to advisers upon approval
  • Collate, analyse and interpret data sheets

What will make you successful in this role?

Qualification and Experience

  • Grade 12 (matric) or equivalent qualification
  • Certificate/diploma in administration/secretarial would be advantageous
  • 2 years' proven experience in office administration and/or as personal assistant, specifically in the financial services industry will be advantageous
  • Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word
  • Knowledge of SanFin, SanQuote, SAP4H environment and AutoNub would be advantageous
  • Secretarial experience 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 advantage
  • Driver's license and own vehicle essential

Personal Qualities

  • Cultivates Innovation
  • Customer Focus
  • Drives Results
  • Collaborates
  • Being Resilient
  • Communicates Effectively
  • Action Oriented

Turnaround time-
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.
    Our commitment to transformation


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.

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