Personal Assistant: RSM and RMM (PG06) SanlamConnect Cape Region : BellvilleLocation: Bellville, Western Cape, ZA
Who are we? SanlamConnect internally is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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 grow and protect wealth.
Key Responsibilities: Organising and preparation of meetings, functions, presentations and conferencesDiary managementMail and information managementTime and priority managementOffice and telephone administrationAdministration support to advisersCollate, analyse and interpret data sheetsKey Account & Marketing Administrative supportWhat will make you successful in this role?Qualification and ExperienceSecretarial experience and computer literacy with an ability to execute tasks virtually as well.Previous experience in a marketing environment with knowledge of S.net and the MS-Office package will serve as an advantagePrevious experience in Sanlam Financial Advisers will serve as an advantagePersonal QualitiesCustomer FocusDrives ResultsCommunicates EffectivelyAction OrientedBuild 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.
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 27 December 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 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.
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