Personal Assistant: BM: SLS SCI Cape (George) (JG 06)

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:
•    Oversee the front desk and manage all incoming client interactions to ensure a welcoming and professional reception experience.
•    Travel IT - Travel arrangements (booking and arranging travel, transport & accommodation for BM and other managers if required)
•    Events management – Regional training interventions, conferences & functions
•    Monthly meeting management – minute taking, catering, agenda, presentations
•    Arranging of staff training interventions
•    Diary management/reminding Manager of important tasks & deadlines
•    Office and telephone administration/maintaining procedures/administration systems
•    Typing, compiling & preparing reports, presentation & correspondence as 
•    Monthly financial payments (SAP4/HANA & Staff reimbursements)  
•    Order supplies & SRS requests/budget control
•    Advisor recruitment and termination administration processing
•    Contract revision & adhoc REMS requests as per the approval framework
•    Regional debt management  
•    Leads management  
•    Monthly feedback
•    Graduate arrangements

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

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

Knowledge and Skills

Personal Attributes

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.

Core Competencies

Turnaround time

•    The closing date for applications is 12 May 2026

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.  

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 aim is to help you build a successful career with us 

We are 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 realize their worth. Through its business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, MiWay, as well as the Group Office – the group provides many opportunities for growth and development. 

Our commitment to transformation