Personal Assistant: General Manager Intermediaries & Head Of Finance SanlamConnect (Bellville) (PG7)
Sanlam
Bellville, Western Cape, South Africa
5d ago

Who are we?

Sanlam 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 General Manager for the Intermediary business and the Financial Manager for SanlamConnect in Bellville.

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 General Manager and Financial Manager in terms of the following :

  • 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, including formatting and the distribution thereof for the above
  • Minute taking
  • Using electronic tools effectively. i.e. SharePoint
  • Consolidate and provide relevant reports
  • Support team members with all secretarial duties
  • Assist with adhoc requests
  • E2 Financial payments & order supplies
  • What will make you successful in this role?

    Qualification & Experience

  • Matric
  • Secretarial Qualification / Diploma
  • A minimum of two years Secretarial / Personal assistant experience.
  • Previous experience in a sales environment will be an advantage.
  • E2 Financials and Service Request system (SRS)
  • Amex 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 Reservation ManagementSecretarial SupportAdministrationManages various Stakeholder queries and support Personal Attributes Communicates effectively - Contributing dependentlyPlans and aligns - Contributing dependentlyAction orientated - 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 business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as 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 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 30 November 2020.
  • 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 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.

    Our commitment to transformation

    The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

    The Group's Employment Equity plan and targets will be considered as part of the selection process.

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