Personal Assistant Rsm and Rmm: Sanlamconnect:
2 weeks ago
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 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 Regional Support Manager and Regional Marketing 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 and 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
- 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
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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