Personal Assistant to RGM: Broker and Advisor: SLS: SanlamConnect: Cape Region : Bellville

Sanlam; Bellville; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A financial services company in Bellville seeks an Administrative Assistant to provide comprehensive support to management. The role requires strong administrative and organizational skills, with duties including diary management, organizing meetings, and client liaison. Candidates should have at least 2 years of experience in office administration, particularly in the financial services sector. A certificate/diploma in administration will be advantageous. The position is pivotal in ensuring effective communication and organizational structure within the team.

Qualifications

• 2 years’ proven experience in office administration and/or as personal assistant in financial services.
• Working knowledge of MS Office Suite, including PowerPoint, Excel, Word.
• Detail-oriented and able to work in a high-performance culture.

Responsibilities

• Provide and deliver effective administrative support to the management team.
• Organize meetings, presentations, and conferences.
• Manage diary, mail, and time efficiently.

Skills

Strong administrative skills

Planning and organization

Communication skills

Multi-tasking ability

Education

Matric

Certificate/diploma in administration/secretarial

Tools

MS Office Suite

SanFin

SanQuote

AutoNub

Job description

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 advisers 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.

What will you do?

To provide and deliver an effective and comprehensive administrative support service to the Regional General Manager and management team, as well as fulfil a first-line client interaction point function.

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
• SAP4Hana Financial payments & order supplies & SRS requests/budget control
• Assist with arranging training interventions and coordinating events.
• Travel arrangements (booking and arranging travel, transport & accommodation)
• SAP capturing (training)
• Monthly feedback
• 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

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

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 16 December 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.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and ouremployment 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.