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Company: Sanlam Group
Location: South Africa
Closing Date: 30 April 2026
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.
What will you do?
PA FUNCTIONS
- Manage diary and travel logistics
- Screen and direct calls & emails and distribute correspondence
- Manage information flow in a timely and accurate manner which includes the format of information for internal and external communication
- Compile and share minutes of meetings with relevant stakeholders
- Manage all request for payments-allocate accordingly and reconcile budgets monthly
- Collect, collate and prepare data for monthly BI dashboard reporting purposes
- Co-ordinate, project manage and assist with ad-hoc projects as required
- Flight and accommodation bookings
- Collaborate with SPW marketing to facilitate all client and intermediary events
RECEPTION FUNCTIONS
- Ensure reception area is always tidy and presentable
- Welcome and direct visitors as they arrive
- Answer incoming calls and direct them to the appropriate person
- Manage meeting room bookings and calendars
ADMINISTRATIVE FUNCTIONS
- Order all branded and general stationery and manage the storage of corporate items
- Order office supplies
- Manage incoming and outgoing post and liaising with courier companies
- Creditors and expense claims
- Invoice payments
- General office management
- PDCLOP – verifying daily transactions
- Dividend withholding tax claims
- Manage ClientCare mailbox and client queries
- SIRON/ORMS client screening (Back-up only)
- THIS IS ME verification screening (Back-up only)
- Adhoc administration duties as and when required
Qualifications and experience
- Tertiary Qualification
- 3-5 years’ experience
- Experience in taking minutes
Knowledge and skills
- Own transport and Driver’s License;
- Excellent MS Office knowledge
- Excellent verbal and written communication skills (English & Afrikaans)
- Outstanding organisational and time management skills
- Power BI skills
Personal qualities
- Ability to perform well under pressure and show maturity, confidence and resilience
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Assertive
- Passionate ownership for results
- Discretion and confidentiality
- Ability to work independently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
- To be considered for the above opportunity please upload your detailed CV on or before 30 April 2026
- Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful
