Paralegal
Sandton, Gauteng, ZA
Who are we?
Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.
The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.
Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.
What will you do?
To provide a range of secretarial, legal and administration support services to the in-house team of legal advisors and professionals.
Key Responsibilities
Word Processing & Filing
- Type, check and file all legal documentation & correspondence, including complex and lengthy legal agreements. This may include transcription of dictated or recorded information.
- Apply standard templates and customise house templates as required.
- Redline complex agreements.
- Prepare execution versions of agreements. This includes differentiating between new documents and document versions.
- Type up organograms.
- Prepare PowerPoint presentations / displays.
- Check documentation to identify, query and if required rectify errors and/or inconsistencies with house rules and standard legal practice.
- Re-format and re-phrase typed documents where necessary.
- Scan relevant documentation.
- Save all relevant e-mail correspondence.
- File all documentation and relevant correspondence in date and time order with established naming conventions.
- Access and retrieve filed information requested.
Legal Administration
- Draft and review basic agreements and other routine documentation and correspondence e.g., general letters and/or e-mails in line with established precedents and practices.
- Check agreements for consistency in the application of legal terminology and check cross referencing, especially where changes have been made.
- Assist with the collation, preparation and filing of matter and client related documents.
- Check to ensure that all requisite documentation requirements are in order.
- Follow up with clients and other parties to ensure that outstanding documentation is received.
- Prepare transaction bibles.
- Close matters and archive files.
- Monitor fulfillment of CPs.
Invoicing & Collections
- Gather and provide requisite FICA information from clients and/or parties responsible for invoice payments.
- Check and assist Finance with account allocations if required.
- Process expenses as authorised.
General office support
- Answer, screen telephone calls and take messages.
- Schedule and confirm diary appointments as requested.
- Take minutes and notes of meetings when required.
- Arrange conference call facilities.
- Arrange catering requirements for meetings.
- Arrange logistics for conferences i.e., venue, travel, catering, accommodation, presentation and documentation requirements.
- Order and distribute stationery for the team.
- Manage and book all travel requirements for team members.
Teamwork
- Support others in business when necessary.
- Maintain a collaborative working relationship with other PAs and support areas in the company, e.g., IT, Finance, HR, and Marketing.
Qualification and Experience
Skills Required
- Secretarial and Administration support
- Manages various stakeholder queries and support.
- Ability to work in a challenging environment with a wide and varied workload.
- Sound knowledge of legal terminology.
- Requires advanced computer literacy skills (MS Office suite including but not limited to Excel and PowerPoint) to capture, save, retrieve, organise, scan and index documents and e-mail correspondence.
- Up to date knowledge of the company’s policies and practices.
- Advanced knowledge of the legal department’s house styles, templates, layouts and definitions including how to access and complete these templates in line with house rules.
- Advanced functional knowledge and application of the company’s document management system and Filing system
- Ability to prioritise and work well under pressure.
- Attentive to detail - methodical, organised, precise, accurate, neat and tidy with paperwork.
- Well-developed written and verbal communication skills.
- Basic working knowledge of FICA requirements.
- Must demonstrate a knowledge and respect for confidentiality and the ethical standards of the legal profession.
- Understand the critical difference between internal stakeholders and external parties i.e., legal advisors, clients and non- legal administration support functions.
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 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.ÃÂ
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 ensure 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.