Personal Assistant: RSM and RMM (PG06) SanlamConnect Cape Region : Bellville
Personal Assistant: RSM and RMM (PG06) SanlamConnect Cape Region : Bellville
Date: 18 Dec 2024Location:
Bellville, Western Cape, ZA
Company: Sanlam Group
Who are we?
SanlamConnect internally 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?
Provide secretarial support to the Regional Support Manager and Regional Marketing Manager in terms of the following:
- Travel arrangements
- Organising and preparation of meetings, functions, presentations and conferences
- Diary management
- Mail and information management
- Client liaison
- Time and priority management
- Office and telephone administration
- Administration support to advisers
- Collate, analyse and interpret data sheets
- 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
- Cultivates Innovation
- Customer Focus
- Drives Results
- Collaborates
- Being Resilient
- Communicates Effectively
- Action Oriented
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.
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 is 27 December 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.
Our commitment to transformation
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.