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

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

Job summary

A prominent financial services company in Bellville is seeking a Personal Assistant to provide administrative support to the Regional General Manager. The role requires strong planning and organizational skills, as well as the ability to manage multiple tasks in a high-performance culture. Candidates should possess a Matric certificate, relevant administrative qualifications, and at least 2 years of experience in a similar role. Proficiency in MS Office Suite is essential. The company values strong relationships with clients and employees.

Qualifications

• Strong administrative skills and planning abilities.
• Proven experience in office administration or personal assistant role.
• Working knowledge of relevant software tools.

Responsibilities

• Provide comprehensive administrative support to the Regional General Manager.
• Organize meetings, functions, and presentations.
• Manage diaries and remind managers of important deadlines.
• Handle travel arrangements and office administration tasks.

Skills

Strong administrative skills

Planning and organization

Detail-oriented

Good communication skills

Multi-tasking ability

Education

Matric

Certificate/diploma in administration/secretarial

2 years’ experience in office administration

Tools

MS Office Suite

SanFin

SanQuote

AutoNub

Job description

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

Location: Bellville, Western Cape, 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 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
• Time and priority management
• Office and telephone administration/maintaining procedures/administration systems
• 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
• Concern for accuracy and attention to detail and order
• Technical knowledge & skills
• Treating customers fairly (TCF)
• Stress tolerance
• Problem-solving
• Decision-making
• 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 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.