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Personal Assistant to RSC

2 months ago

Umhlanga, South Africa Sanlam Full time

Who are we?

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. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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 grow and protect wealth.

What will you do?

The primary function of this role is to provide support to the Recruitment and selection Consultant in terms of the following:

Output/Core Tasks:

Office and diary management Mail and information management Travel arrangements Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc. Preparation of documents and the distribution thereof for the above Minute taking Consolidate and provide relevant reports Assistance with managing the Sangro process  Assist with adhoc requests E2 Financial payments & order supplies Providing support to Managed Outsourced Units

What will make you successful in this role?

Qualification and Experience

Grade 12 Secretarial Qualification/Diploma A minimum of two years Secretarial/Personal assistant experience. Previous experience in a Sales environment will be an advantage.

Knowledge and Skills

To be successful you will need to demonstrate good experience in:

E2 Financials and Service Request system (SRS) Amex Travel system Computer literacy (specifically advanced knowledge and well developed skills with regards to MS-Office)

Personal Attributes

Cultivates Innovation Client centricity Results driven Collaboration Flexibility and adaptability Communicates effectively Plans and aligns Decision quality Optimizes work processes

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.  The closing date for applications: 9 September 2024. The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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.