Personal Assistant (PG6): SanlamConnect: East Coast Region: Richards Bay

Personal Assistant (PG6): SanlamConnect: East Coast Region: Richards Bay

Date: 10 Apr 2025

Location: Richards Bay, KwaZulu Natal, ZA

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. We have approximately 2,000 tied Advisors 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.

To provide and deliver an effective and comprehensive administrative support service to the management team, as well as fulfil a first-line client interaction point function. Act as a liaison in the relationship between the Managers and the Advisors (to enhance business continuity) and existing and potential clients.

The ideal individual must have strong administrative skills, 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.

Key Responsibilities

1. Oversee the front desk and manage all incoming client interactions to ensure a welcoming and professional reception experience.
2. Travel IT - Travel arrangements (booking and arranging travel, transport & accommodation for BM and other managers if required).
3. Events management – Regional training interventions, conferences & functions.
4. Monthly meeting management – minute taking, catering, agenda, presentations.
5. Arranging of staff training interventions.
6. Diary management/reminding Manager of important tasks & deadlines.
7. Office and telephone administration/maintaining procedures/administration systems.
8. Typing, compiling & preparing reports, presentations & correspondence.
9. Monthly financial payments (SAP4/HANA & Staff reimbursements).
10. Order supplies & SRS requests/budget control.
11. Advisor recruitment and termination administration processing.
12. Contract revision & adhoc REMS requests as per the approval framework.
13. Regional debt management.
14. Leads management.
15. Monthly feedback.
16. Graduate arrangements.

What will make you successful in this role?

Qualification and Experience

1. Matric.
2. Certificate/diploma in administration/secretarial would be advantageous.
3. 2 years’ proven experience in office administration and/or as personal assistant, specifically in the financial services industry will be advantageous.
4. Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word.

Personal Qualities

1. Communication & Literacy.
2. Assertiveness.
3. Adaptability/flexible.
4. Concern for accuracy and attention to detail and order.
5. Technical knowledge & skills.
6. Treating customers fairly (TCF).
7. Stress tolerance.
8. Problem-solving.
9. Decision-making.
10. Managing work.
11. Organization/Time Management.
12. Detail-oriented.

Process for Application

If you meet the above criteria and are interested in applying for this role, please submit your CV. The closing date for applications is 17 April 2025.

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 are 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 realize their worth. Through its business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, MiWay, as well as the Group Office – the group provides many opportunities for growth and development.

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.