Personal Assistant: Ra: Sci: Cape Region
3 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 What will you do?
Provide secretarial support to the Business Manager in terms of the following:
1. Travel arrangements
2. Organising and preparation of meetings, functions, presentations and conferences
3. Diary management
4. Mail and information management
5. Client liaison
6. Time and priority management
7. Office and telephone administration
8. Administration support to advisers
9. Collate, analyse and interpret data sheets
10. Key Account & Marketing Administrative 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 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
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
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 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
Our 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 - 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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