Personal Assistant to Vesting Senior Manager

2 weeks ago

Pretoria, South Africa Sanlam Full time

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do?

Provide secretarial support to the Vesting Development Centre in terms of the following:
Travel arrangements
Organising and preparation of meetings, functions, presentations and conferences
Mail and information management
Client liaison
Time and priority management
Office and telephone administration
Administration support to various structures that report into the Vesting Senior Manager
Collate, analyse and interpret data sheets
Diary management of Vesting Senior Manager and Development Managers
Assist in hosting VDC training interventions (recording sessions, extract attendance registers for VAM capturing)
VAM capturing (on Monday's after sales hour sessions or Wednesday after Regional monthly meetings)
Assist with building presentations for the DM's (VDC training interventions/VSM)
Send reminders of feedback for portfolio discussions, information requested by the VSM or update on supervision progress report
Assist with payments for VDC (documents to be sent to the admin assistant)
Leave capturing of DM's
Update the regional calendar (if necessary)
Compile minutes for the VDC portfolio discussions
Assist DM's with PIP documents (when needed) as well as safe keeping for termination process
Assist DM's with quarterly team meetings (boardroom bookings, lunch orders, payment etc)
Planning mid/end year conferences for the VDC
VAM capturing
Ordering of prizes on promo shop for the VDC as well as welcome note books for new advisors
Creating a monthly voucher register for the VDC monthly competitions (Office Manager requests them when doing audits) What will make you successful in this role?

**Qualification and Experience**:
Grade 12 (matric) or equivalent qualification
Minimum of 3 years Secretarial experience and computer literacy with an ability to execute tasks virtually as well
Previous experience in a sales environment with knowledge of and the MS-Office package with serve as an advantage
Previous experience with intermediaries will serve as an advantage

**Personal Qualities**:
Cultivates Innovation
Customer Focus
Drives Results
Collaborates
Being Resilient
Communicates Effectively
Action Oriented Turnaround time

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. 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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