Personal Assistant: Ops Manager: RA SC Succession Fin Planning

3 weeks ago

Pretoria, South Africa Sanlam Full time

Who are we?

Sanlam is a business that focuses on the middle and affluent market. We are 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.


As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

Provide secretarial support to the Head of Operations and his ManCo at Succession Financial Planning.


The ideal individual must have strong administrative skills and strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high-performance culture environment.


The successful candidate will provide secretarial support to the Managing Director in terms of the following:

• Office and diary management
• Email and information management
• Travel arrangements 
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents, including formatting and the distribution thereof for the above
• Minute taking
• Using electronic tools effectively. . SharePoint / MS Team / MS Powerpoint / MS Word / MS Excel
• Consolidate and provide relevant reports
• Support team members with all secretarial duties
• Assist with ad-hoc requests 
• SAP S4HANA Financial payments & order supplies

What will make you successful in this role?

Qualification & Experience 
• Matric 
• Secretarial Qualification/Diploma
• Technologically advanced 
• A minimum of two years Secretarial/Personal assistant experience.
• Previous experience in an operations environment will be an advantage.
• SAP
• Travel system


Personal Qualities 
• Cultivates Innovation
• Client Focus
• Drive Results
• Collaborates
• Flexibility and adaptability
• Communication & Literacy
• Assertiveness
• Concern for accuracy and order
• Technical knowledge & skills
• Treating customers fairly (TCF)
• Stress tolerance
• Problem-solving
• Decision-making
• Managing work 

Knowledge and Skills

Record keeping, filing and maintenance of databasesData Collection and processing of transactionsReservation ManagementSecretarial SupportManages various Stakeholder queries and support

Personal Attributes

Communicates effectively - Contributing dependentlyPlans and aligns - Contributing dependentlyDemonstrates self-awareness - Contributing dependentlyOptimises work processes - Contributing dependently

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 dependentlyCustomer focus - Contributing dependentlyDrives results - Contributing dependentlyCollaborates - Contributing dependentlyBeing resilient - Contributing dependently

Turnaround time

• The closing date for applications is 03 May 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.


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.


Our aim is to help you 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 – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 

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