Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.What will you do?Personal Assistant FunctionsManage diary and travel logistics of the Regional HeadManage payment requestsAssist Regional Head with projects and marketing eventsDraft and edit documents, reports and presentationsHandle confidential matters and sensitive information with discretionReception FunctionsEnsure reception area is always tidy and presentableWelcome and direct visitors as they arriveAnswer incoming calls and direct them to the appropriate personManage meeting room bookings and calendarsManage ClientCare mailbox and direct all client queriesFlight and accommodation bookings for portfolio managersAdministrative FunctionsGeneral Office ManagementOrder office suppliesOrder and store all branded corporate items and general stationeryCreditors and expense claimsPetty CashAdhoc administrative duties as and when requiredManage incoming and outgoing post and liaising with courier companiesCo-ordinate, project manage and assist with ad-hoc projects as requiredCollaborate with SPW marketing to facilitate all client and intermediary eventsQualification And ExperienceUniversity Degree3-5 years experienceExperience in taking minutesBI SkillsKnowledge And SkillsExcellent MS Office knowledgeExcellent verbal and written communication skills (English & Afrikaans)Outstanding organisational and time management skillsPersonal qualitiesAbility to perform well under pressure and show maturity, confidence and resilienceStrong numerical orientationHighly organized with a high level of customer focusAccurate and detail orientatedCritical and analytical capabilityExcellent listening, communication and interpersonal skillsPro-Active approach to work, clients, problem solvingAssertivePassionate ownership for resultsDiscretion and confidentialityAbility to work independentlyBuild a successful career with usWe'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 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 timesThe 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.To be considered for the above opportunity please upload your detailed CV on or before 16 August 2024Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessfulOur commitment to transformationThe 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.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionAdministrative
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