Who are we?
SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet 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.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
Purpose of the Role
To provide and deliver an effective and comprehensive administrative support service to the Regional General Manager and management team, as well as fulfil a first-line client interaction point function.
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.
Overview of Role Responsibilities
Provide secretarial support to the business unit and management team in terms of the following:
- Organising meetings, functions, presentations and conferences, note-taking
- Diary management/reminding manager of important tasks & deadlines
- Mail and information management
- Client liaison
- Time and priority management
- Office and telephone administration/maintaining procedures/administration systems
- Typing, compiling & preparing reports, presentation & correspondence
- SAP4Hana Financial payments & order supplies & SRS requests/budget control
- Assist with arranging training interventions and coordinating events.
- Travel arrangements (booking and arranging travel, transport & accommodation)
- SAP capturing (training)
- Monthly feedback
- SanlamConnect list – Address book
Required Skills
Planning and Organizing - Intermediate
Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.
Verbal Communication - Intermediate
Works at an intermediate level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works with guidance.
Policy and procedures - Intermediate
Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.
Computer Skills - Intermediate
Works at an intermediate level to understand and effectively use standard office equipment and standard software packages to support business processes. Typically works with guidance.
Work Scheduling - Basic
Works at a basic level to ensure the optimum scheduling of work and material resources to meet planned performance targets. Typically works under close supervision.
Desktop Publishing - Basic
Works at a basic level to create documents using page-layout software on a personal/desktop computer. Typically works under close supervision.
General 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
- Knowledge of SanFin, SanQuote and AutoNub would be advantageous
Managerial Experience
Not applicable
Required Behavioural Competencies
Turnaround Times
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.
The closing date for applications is 13 November 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 Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.