Personal Assistant: Rsm & Rmm: Ra Sanlamconnect Intermediaries Cape Region (bellville) (pg 06)

Bellville, Cape Town, South Africa

Job Description


Who are we?Sanlam, 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?Provide secretarial support to the Regional Support Manager and / or Regional Marketing Manager in terms of the following:1. Travel arrangements
2. Organising and preparation of meetings, functions, presentations and conferences
3. Diary management
4. Mail and information management
5. Client liaison
6. Time and priority management
7. Office and telephone administration
8. Administration support to advisers
9. Collate, analyse and interpret data sheets
10. Key Account & Marketing Administrative supportWhat will make you successful in this role?Qualification & experience

  • Grade 12 (matric) or equivalent qualification
  • Secretarial 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 advantage
  • Previous experience in Sanlam Financial Advisers will serve as an advantage
Personal qualities
  • Cultivates Innovation
  • Customer Focus
  • Drives Results
  • Collaborates
  • Being Resilient
  • Communicates Effectively
  • Action Oriented
Knowledge and SkillsCustomer Service ManagementCustomer Contact ManagementAd hoc reportingEffective management and control of switchboardManagement of employeesPersonal AttributesInterpersonal savvy - Contributing dependentlyDecision quality - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependentlyBuild 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 CompetenciesCultivates innovation - Contributing dependentlyCustomer focus - Contributing dependentlyDrives results - Contributing dependentlyCollaborates - Contributing dependentlyBeing resilient - Contributing dependentlyTurnaround time
  • 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.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.Our aim is to help you 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 business clusters - Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office - the group provides many opportunities for growth and development.Our commitment to transformationThe 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.

Sanlam

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Job Detail

  • Job Id
    JD1322536
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bellville, Cape Town, South Africa
  • Education
    Not mentioned