Personal Assistant to Bm: Sanlamconnect: Umhlanga

3 months ago

Umhlanga, South Africa Sanlam Full time

SanlamConnect 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 Advisors 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?**
- To provide and deliver an effective and comprehensive administrative support service to the management team, as well as fulfil a first-line client interaction point function. Act as a liaison in the relationship between the Managers and the Advisors (to enhance business continuity) and existing and potential clients.- 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.- Provide secretarial support to the business unit and management team in terms of the following:
- Diary management/reminding Manager of important tasks & deadlines
- Mail and information management
- Client liaison
- Time and priority management
- Office and telephone administration/maintaining procedures/administration systems
- Typing, compiling & preparing reports, presentation & correspondence
- Monthly financial payments (SAP4/HANA & Staff reimbursements)
- Order supplies & SRS requests/budget control
- Facilitate activation and termination of broker contracts & additional codes
- Contract revision & adhoc REMS requests as per the approval framework
- Regional debt management
- Leads management
- Events management - Regional training interventions, conferences & functions
- Monthly meeting management - minute taking, catering, agenda, presentations
- Arranging of staff training interventions
- Travel IT - Travel arrangements (booking and arranging travel, transport & accommodation)
- SAP capturing (training)
- Monthly feedback
- Graduate arrangements
- Address book

**What will make you successful in this role?**

**Qualification and Experience**
- Matric
- 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 and AutoNub would be advantageous
- Driver’s license and own vehicle essential

**Personal Qualities**
- Communication & Literacy
- Assertiveness
- Adaptability/flexible
- Concern for accuracy and attention to detail and order
- Technical knowledge & skills
- Treating customers fairly (TCF)
- Stress tolerance
- Problem-solving
- Decision-making
- Managing work
- Organization/Time Management
- Detailed orientated

**Process for Application**Turnaround time**Our aim is to help you build a successful career with us**
- We are 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 realize their worth. Through its business clusters - SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, MiWay, as well as the Group Office - the group provides many opportunities for growth and development.- 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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