Pa - Receptionist & Administrator

1 week ago

Pretoria, South Africa Sanlam Full time

Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe. What will you do?

**PA FUNCTIONS**:
Manage diary and travel logistics
Manage information flow in a timely and accurate manner which includes the format of information for internal and external communication
Compile and share minutes of meetings with relevant stakeholders
Manage all request for payments-allocate accordingly and reconcile budgets monthly
Collect, collate and prepare data for monthly BI dashboard reporting purposes
Co-ordinate, project manage and assist with ad-hoc projects as required

**ADMINISTRATION / RECEPTION FUNCTION**:
Order all branded and general stationery and manage the storage of corporate items
Order office supplies
Manage incoming and outgoing post and liaising with courier companies
Creditors and expense claims
General office management
PDCLOP - verifying daily transactions
Dividend withholding tax claims
Petty Cash
Manage ClientCare mailbox
Flight and accommodation bookings
SIRON/ORMS client screening (Back-up only)
THIS IS ME verification screening (Back-up only)
Client queries
Adhoc administration duties as and when required Qualification and experience Tertiary Qualification 3-5 years’ experience Experience in taking minutes BI Skills Knowledge and skills Own transport and Driver’s License Excellent MS Office knowledge Excellent verbal and written communication skills (English & Afrikaans) Outstanding organizational and time management skills Personal qualities Ability to perform well under pressure and show maturity, confidence and resilience Strong numerical orientation Highly organized with a high level of customer focus Accurate and detail orientated Critical and analytical capability Excellent listening, communication and interpersonal skills Pro-Active approach to work, clients, problem solving Assertive Passionate ownership for results Discretion and confidentiality Ability to work 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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Mi-way, as well as the Group Office - the group provides many opportunities for growth and development. Turnaround time
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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