Personal Assistant to General Manager: Strategy & Transformation; Head of CIE and HR Executive (PG7)

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Date: 03-May-2021

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?

Sanlam 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 we 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. 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?


Provide secretarial support to the General Manager for Strategy and Transformation, the Head of Client and Intermediary Engagement and the HR Executive 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.


The successful candidate will provide secretarial support to the General Manager for Strategy and Transformation, the Head of Client and Intermediary Engagement and the HR Executive in terms of the following:


  • Office and diary management
  • Mail and information management
  • Travel arrangements
  • Organising and preparation of meetings; functions; presentations; conferences; workshops; satellite broadcasts, video conferences etc.
  • Preparation of documents, including formatting and the distribution thereof for the above
  • Minute taking
  • Using electronic tools effectively. i.e. SharePoint
  • Consolidate and provide relevant reports
  • Support team members with all secretarial duties
  • Assist with adhoc requests
  • E2 Financial payments & order supplies

What will make you successful in this role?


Qualification & Experience


  • Matric
  • Secretarial Qualification/Diploma will be an advantage 
  • A minimum of five years Secretarial/Personal assistant experience.
  • Previous experience in a sales environment will be an advantage.
  • Experience working with E2 Financials, Service Request system (SRS) and online travel booking systems.


Personal Attributes

Communicates effectively - Contributing dependently
Plans and aligns - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently

Turnaround time

The closing date for applications is 17th May 2021. 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. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.