Personal Assistant to BM: SanlamConnect: Umhlanga

1 month ago

KwaZuluNatal, Saudi Arabia Sanlam Group Full time

What will you do?

To provide and deliver an effective and comprehensive administrative support service to the management team, as well as fulfil a first-line client interaction point function. Act as a liaison in the relationship between the Managers and the Advisors to enhance business continuity and existing and potential clients. 

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.

Provide secretarial support to the business unit and management team in terms of the following:

  • Diary management/reminding Manager of important tasks & deadlines
  • Mail and information management 
  • Client liaison
  • Time and priority management
  • Office and telephone administration/maintaining procedures/administration systems
  • Typing, compiling & preparing reports, presentation & correspondence
  • Monthly financial payments SAP4/HANA & Staff reimbursements  
  • Order supplies & SRS requests/budget control
  • Facilitate activation and termination of broker contracts & additional codes 
  • Contract revision & adhoc REMS requests as per the approval framework
  • Regional debt management 
  • Leads management 
  • Events management – Regional training interventions, conferences & functions
  • Monthly meeting management – minute taking, catering, agenda, presentations
  • Arranging of staff training interventions
  • Travel IT - Travel arrangements booking and arranging travel, transport & accommodation
  • SAP capturing training
  • Monthly feedback
  • Graduate arrangements
  • Address book

What will make you successful in this role?

Qualification and Experience 

  • Matric 
  • Certificate/diploma in administration/secretarial would be advantageous
  • 2 years’ proven experience in office administration and/or as 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
  • Driver’s license and own vehicle essential

Personal Qualities 

  • Communication & Literacy
  • Assertiveness
  • Adaptability/flexible 
  • Concern for accuracy and attention to detail and order
  • Technical knowledge & skills
  • Treating customers fairly TCF
  • Stress tolerance
  • Problem-solving
  • Decision-making
  • Managing work 
  • Organization/Time Management
  • Detailed orientated

  • Adviser Life SPM

    2 weeks ago

    KwaZulu-Natal, Saudi Arabia Absa Group Limited Absa Full time

    Job DescriptionStakeholder Management: Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales...

  • Customer Support Team Leader

    23 hours ago

    KwaZulu-Natal, Saudi Arabia iKhokha Full time

    So, what will you do?  You will oversee and monitor call centre employees. Provide training and feedback. Ensure the team KPI’s are met. Provide leadership, coaching and support to the team, and develop plans to achieve the call centre targets. In addition to the above, you will:  Team Management Provide unsurpassed customer experience to any...