Personal Assistant: RSM and RMM (PG06) SanlamConnect Cape Region : Bellville

at  Sanlam

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.

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

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