Job Description

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 R151 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?

• This position will primarily assist and report to the CEO, but it will but will also provide administrative support to other members of the Executive team
• Professionally manage diaries, travel logistics (flights, cars, meetings etc.) for responsible executives
• Manage and distribute Exco packs to prepare for all Executive committee meetings
• Screen and direct calls / emails and distribute correspondence
• Manage information flow in a timely and accurate manner and that includes the format of information for internal and external communication - [memos, emails, presentations, reports, and newsletters]
• Managing active calendars of appointments
• Managing the relevant invoices are approved and paid to all service providers
• Completing expense reports i.e. company credit card, cell phone expenses
• Scanning, filing and copying of information
• Draft agendas and minute taking
• Welcome visitors and arrange company dinners and appointments
• Telephone and office administration
• Prepare and edit reports, communication and presentations for executive, board, client, management, employee and service providers
• Where relevant, deal with client queries in a professional and efficient manner
• Ordering office supplies
• Adhoc administrative duties as and when required
• Arrange Offsite workshops/events and take notes

Personal Attributes

• Ability to perform well under pressure and show maturity, confidence and resilience
• Discretion and confidentiality and Discretion are mandatory
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Assertive
• Passionate ownership for results
• Ability to work independently

Qualifications and Experience

• A minimum of 5 years' personal assistant experience at an executive level
• Office Administration Diploma or equivalent

Knowledge and Skills

• Own transport and Driver's License;
• Excellent MS Office knowledge
• Excellent verbal and written communication skills
• Outstanding organizational and time management skills

Build a successful career with us

We'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 independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

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.

• To be considered for the above opportunity please upload your detailed CV on or before15 March 2024
• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful

Our commitment to transformation

We'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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office - the Sanlam Group provides many opportunities for growth and development.

Sanlam