Personal Assistant: SanlamConnect: East Coast Region: Port Elizabeth: Re-run

Sanlam; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services firm seeks an experienced Administrative Assistant to support management and enhance client interactions. The ideal candidate will have strong administrative skills, detail-orientation, and effective communication abilities, with at least 2 years of experience in the financial services industry. This role offers an opportunity to contribute to a supportive team culture and client engagement.

Qualifications

• 2 years’ proven experience in office administration or personal assistant role in financial services.
• Driver’s license and own vehicle essential.
• Knowledge of financial services industry advantageous.

Responsibilities

• Provide comprehensive administrative support to management.
• Liaise between Managers, Advisors, and clients.
• Organize meetings, functions, and presentations.

Skills

Strong planning and organisation skills

Detail-oriented

Good communication skills

Multi-tasking

Education

Matric

Certificate/diploma in administration/secretarial

Tools

MS Office Suite

SanFin

SanQuote

AutoNub

Job description

Overview

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.

Responsibilities

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 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.

Provide secretarial support to the business unit and management team in terms of the following:

• Organising meetings, functions, presentations and conferences, note-taking
• Diary management/reminding Manager of important tasks & deadlines
• Mail and information management
• Client liaison
• Time and priority management
• Office and telephone administration/maintaining procedures/administration systems
• Typing, compiling & preparing reports, presentation & correspondence
• Financial payments & order supplies & SRS requests/budget control
• Advisor contracting and Terminations
• Arranging of training interventions
• Travel arrangements (booking and arranging travel, transport & accommodation)
• SAP capturing (training)
• Monthly feedback
• Graduate arrangements
• SanlamConnect list – Address book

What will make you successful in this role

Qualification And Experience

• Matric
• Certificate/diploma in administration/secretarial would be advantageous
• 2 years’ proven experience in office administration and/or as personal assistant, specifically in the financial services industry will be advantageous
• Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word
• Knowledge of SanFin, SanQuote and AutoNub would be advantageous
• Driver’s license and own vehicle essential

Personal Qualities

• Communication & Literacy
• Assertiveness
• Adaptability/flexible
• Concern for accuracy and attention to detail and order
• Technical knowledge & skills
• Treating customers fairly (TCF)
• Stress tolerance
• Problem-solving
• Decision-making
• Managing work
• Organization/Time Management
• Detailed orientated

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 28 July 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.

Turnaround Times

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

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.