Team Coordinator

4 days ago

Cape Town, South Africa Sanlam Full time

**Who are we?**

**Sanlam Investment Group**:
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

**Sanlam Investments Multi-Manager**
As Solutions Architects, we believe that through an in-depth understanding of our clients’ needs, combined with our ability to construct portfolios which optimally blend multiple investment strategies and sources of risk and return, we enable our clients to achieve their desired investment outcomes. Our purpose-driven approach aims to provide appropriate solutions that cater for all phases of investors’ lives and for the different goals they may have. We are able to offer our clients a convenient and cost-effective solution to the portfolio construction challenge, drawing on our extensive investment strategy, manager selection, market research and portfolio construction skills.

Our multi-management team researches, blends and manages solutions that give investors access to the best combination of passive, smart beta, traditional and alternative investment strategies, managed by skillful asset managers for optimal diversification. We aim to combine different sources of risks or style betas to achieve the best possible returns, at a given level of risk. We design and blend unique solutions for our clients, based on a deep understanding of their investment aims and a fundamental insight into how they perceive risk. These solutions are constructed using a blend of the best asset managers available and are managed within pre-determined asset allocation ranges.

**What will you do?**

**Diary Management**
- Business Solutions & RIC team
- Arranging and coordinating meetings
- Multi Manager & Graviton team IC meetings coordination

**Travel Arrangements**
- Travel arrangements (domestic and international)
- Quarterly travel IC travel arrangements

**Client and Board Duties**
- Positioning Assistance: Correspondence, reports, tables and presentations
- Arrange meetings, video and telephone conferences
- Assist with preparing agenda and board documents for internal stakeholders

**Project Management**
- Internal Communication Strategy
- Feedback Loop built with all of EXCO, with mandate from CEO and HOB
- Manage Priority List

**General**
- Credit Card reconciliation
- Cellphone reconciliation
- Processing payments / claims, reimbursements,
- New starters setup as required
- Event coordination: client and team events coordination as required
- Back up for colleagues as required
- Telephone communication internally and externally

**What will make you successful in this role?**
- Matric and an accredited secretarial qualification is essential
- Bachelor’s degree is advantageous, but not essential
- Robust work tenure: 5 to 8 years of experience
- Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat

**Qualification and Experience**
- Grade 12 and Diploma/Certificate with 6 years related experience.

**Knowledge and Skills**
- Reservation Management
- Secretarial Support
- Administration
- Manages various Stakeholder queries and support

**Personal Attributes**
- Communicates effectively - Contributing independently
- Plans and aligns - Contributing independently
- Action orientated - Contributing independently
- Optimises work processes - Contributing independently

**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 independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing ind

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