Who are we?
SPF Distribution 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 and intermediaries. 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
What will you do?
To provide and deliver an effective and comprehensive administrative support service to the Management Team, as well as fulfill a first-line client interaction point function. Act as a liaison in the relationship between the managers and the Sanlam financial advisers (to enhance business continuity); and existing and potential clients.
The ideal individual must have strong administrative skills and strong planning and organization skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high-performance culture environment.
Responsibilities + Skills
Cultivates innovationClient centricityResults-drivenCollaborationFlexibility and adaptabilityCommunication & Literacy
Matric Certificate/diploma in administration/secretarial would be advantageous 2 years proven experience in office administration and/or as a personal assistant, specifically in the financial services industry will be advantageous Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word Knowledge of SanFin, SanQuote and AutoNub would be advantageous Drivers license and own vehicle essential
Technical knowledge & skillsTreating customers fairly (TCF)Stress toleranceProblem-solvingDecision-makingManaging work