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Location: Bellville, Western Cape, ZA
Who are we? Sanlam is a business that focuses on the middle and affluent market. We are 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.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.
Provide secretarial support to the Managing Director of Succession Financial Planning.
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.
The successful candidate will provide secretarial support to the Managing Director in terms of the following:
• Office and diary management
• Email and information management
• Travel arrangements
• Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
• Preparation of documents, including formatting and the distribution thereof for the above
• Minute taking
• Using electronic tools effectively. i.e. SharePoint / MS Team / MS Powerpoint / MS Word / MS Excel
• Consolidate and provide relevant reports
• Support team members with all secretarial duties
• Assist with ad-hoc requests
• SAP S4HANA Financial payments & order supplies
What will make you successful in this role?Qualification & Experience
Matric Secretarial Qualification/Diploma A minimum of two years Secretarial/Personal assistant experience. Previous experience in a sales environment will be an advantage. SAP Client Focus Drive Results Flexibility and adaptability Communication & Literacy Concern for accuracy and order Technical knowledge & skills Treating customers fairly (TCF) Stress tolerance Problem-solving Decision-making Personal Attributes Communicates effectively - Contributing dependently
Plans and aligns - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
Build 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 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.
Core Competencies Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
Turnaround timeThe 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 21 June 2024 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 aim is to help you build a successful career with us Weââ¬â¢re all about building strong, lasting relationships with our employees. We know that you have hopes for your future ââ¬â your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters ââ¬â Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Inve st ment, Santam, as well as the Group Office ââ¬â the group provides many opportunities for growth and development.
Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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