Who are we?Sanlam 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 What will you do?Provide secretarial support to the General Manager for the Intermediary business and the Financial Manager for SanlamConnect in Bellville.The ideal individual must have strong administrative skills and strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high performance culture environment.
Responsibilities + Skills
Support team members with all secretarial dutiesAssist with adhoc requestsE2 Financial payments & order supplies
Preparation of documents, including formatting and the distribution thereof for the aboveMinute takingUsing electronic tools effectively. i.e. SharePointConsolidate and provide relevant reports