TRAFFIC
Western Cape
Personal Assistant: BM: SLS SCI Cape (George) (JG 06)
Sanlam Limited
Job Description
Personal Assistant: BM: SLS SCI Cape (George) (JG 06) 
Location: George, Western Cape, ZA
What will you do?- 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 support existing and potential clients.
- Oversee the front desk and manage all incoming client interactions to ensure a welcoming and professional reception experience.
- Travel arrangements (booking, transport & accommodation) for BM and other managers.
- Events management - Regional training interventions, conferences & functions.
- Monthly meeting management - minute taking, catering, agenda, presentations.
- Arrange staff training interventions.
- Diary management - reminding Manager of important tasks & deadlines.
- Office and telephone administration, maintaining procedures and administration systems.
- Typing, compiling & preparing reports, presentations & correspondence.
- Monthly financial payments (SAP4/HANA & Staff reimbursements).
- Order supplies & SRS requests/budget control.
- Advisor recruitment and termination administration processing.
- Contract revision & ad hoc REMS requests as per the approval framework.
- Regional debt management.
- Leads management.
- Monthly feedback.
- Graduate arrangements.
- Matric.
- Certificate/diploma in administration/secretarial (advantageous).
- 2 years' proven experience in office administration and/or as personal assistant, specifically in the financial services industry (advantageous).
- Working knowledge of MS Office Suite (PowerPoint, Excel, Word).
- Communication & Literacy.
- Assertiveness.
- Adaptability/flexible.
- Concern for accuracy, attention to detail and order.
- Technical knowledge & skills.
- Treating customers fairly (TCF).
- Stress tolerance.
- Problem solving.
- Decision making.
- Managing work.
- Organisation/Time Management.
- Detail orientated.
- Customer Service Management.
- Customer Contact Management.
- Ad hoc reporting.
- Effective management and control of switchboard.
- Management of employees.
- Interpersonal savvy - Contributing dependently.
- Decision quality - Contributing dependently.
- Action orientated - Contributing dependently.
- Optimises work processes - Contributing dependently.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.