Job Description

Who are we?Graviton Partners provide specialist support services to independent financial advisers across the country. We partner with select adviser groups by way of an inclusive, advice-led investment model that allows our partners to leverage off the extensive resources of the Sanlam group and a well-researched, carefully selected investment universe.What will you do?Key responsibilities:Diary Management

• Graviton EXCO team.
• Arranging and coordinating meetings.
• Graviton team IC Quarterly Meetings coordination.
• Graviton Bi-Annual Business Consulting Meetings coordination.

Travel Arrangements

• Travel arrangements (domestic and international).
• Quarterly travel IC travel arrangements.

Client and Board Duties

• Positioning Assistance: Correspondence, reports, tables and presentations.
• Arrange meetings, video and telephone conferences.
• Assist with preparing agenda, board, and company documents for internal and external stakeholders. (Resolutions, Director Resignations and Nominations and AFS approval).
• Assist CEO and CFO with Director Compliance Requirements (FICA & Compliance Declarations).
• Custodian of Graviton Company and Compliance Documentation.

Project Management

• Internal Communication Strategy.
• Feedback Loop built with all of EXCO and external stakeholders (Advisors and Partners), with mandate from CEO.
• Manage Priority List.
• Manage annual CPD Register and submission for CEO and EXCO (Internal Compliance and FPI).
• Laise with Legal Department regarding the drafting of required Legal Agreements.
• Manage Graviton IC Meetings Audit Requirements - completing and submission of Audit Requirements (Participation Reports and Recordings).

General

• Credit Card reconciliation.
• Cell phone reconciliation.
• Processing payments / claims, reimbursements.
• Onboarding (New Starters) and Termination process as required.
• Event coordination: client and team events coordination as required.
• Liasing and assisting Graviton Advisors and Partners.
• Back up for colleagues as required.
• Telephone communication internally and externally.
• Graviton CPD Events: Submit and manage the FPI Approval process for IC Meetings, Webinars, and other applicable sessions - completion and compiling of Application Form, supporting documentation, participation reports and liaising with Marking regarding the distribution of Certificates.
• Managing team Leave requests and schedules.

What will make you successful in this role?Minimum requirements

• Matric and an accredited secretarial qualification is essential.
• Bachelor's degree is advantageous, but not essential.
• Robust work tenure: 5 to 8 years of experience.
• Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat.

CompetenciesCore Competencies

• Cultivates Innovation - Creating new and better ways for the organisation to be successful.
• Client focus - building strong client relationships and delivering client centric solutions.
• Drives results - consistently seizing opportunities and achieving results even under tough circumstances.
• Collaborates - building partnerships and working collaboratively and inclusively with others to meet shared objectives.
• Being Resilient - rebounding from setbacks and adversity when facing difficult situations.

Behavioral Competencies

• Action Orientated - taking on new opportunities and tough challenge with a sense of urgency, high energy and enthusiasm.
• Plans and Aligns - planning and prioritizing work to meet commitments aligned with organizational goals.
• Ensures Accountability - Holding self and others accountable to meet commitments.
• Resourcefulness - securing and deploying resources effectively and efficiently.
• Builds Networks - effectively building formal and informal relationship networks inside and outside the organisation.

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.Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Sanlam