PA - Receptionist & Administrator

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

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

Qualification 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 27 March 2026
• Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful

Our commitment to transformation

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.