TRAFFIC Gauteng

Personal Assistant: VSM Projects & NMOVS: SLS SCI (Lynnwood) (JG 06) (FTC)

Sanlam Limited

Job Description

Personal Assistant: VSM Projects & NMOVS: SLS SCI (Lynnwood) (JG 06) (FTC)

Date: 14 May 2026

Location: Pretoria, Gauteng, ZA

Who are we?

Sanlam is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all 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. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

This is a 18-month contract position allowing the incumbent 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 Management team and the regional management (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-oriented, structured, have good communication skills and the ability to multi-task in a high-performance culture environment.

Provide secretarial support to the Vesting Senior Manager and National MO Vesting Manager in terms of the following:

  • Oversee the front desk and manage all incoming third party interactions to ensure a welcoming and professional reception experience.
  • Travel IT - Book travel arrangements (booking and arranging travel, transport & accommodation for management).
  • Events management - Regional training interventions, conferences & functions.
  • Monthly meeting management - minute taking, catering, agenda, presentations.
  • Arranging training interventions.
  • Diary management - reminding Manager of important tasks & deadlines.
  • Office and telephone administration / maintaining procedures / administration systems.
  • Typing, compiling & preparing reports, presentations & correspondence.
  • Monthly financial payments (SAP4/HANA & Staff reimbursements).
  • Order supplies & SRS requests / budget control.
  • Contract revision & ad hoc REMS requests as per the approval framework.
  • Monthly feedback.
Qualifications 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 (PowerPoint, Excel, Word).
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.
  • Detail oriented.
Knowledge and Skills
  • Customer Service Management.
  • Customer Contact Management.
  • Ad hoc reporting.
  • Effective management and control of switchboard.
  • Management of employees.

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