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Broker Distribution: Personal Assistant (#1,223,878,443) 

Job offer #1,223,878,443 in Bloemfontein (Free State), South Africa

Who are we? SPF Distribution, 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 and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer lifes financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH. As Wealthsmiths, we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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. 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 Sanlam financial advisers (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: 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 E2 Financial payments & order supplies & SRS requests / Budget control Appointments and terminations, nomination process of advisors Assist with arranging training and documentation of advisers Study schools, Wise-up, Boost your business, Webinars for training Travel arrangements (booking and arranging travel, transport & accommodation) Sap Capturing (training) Monthly feedback Graduate arrangements Distribution list Address book

The Company

Company Name
Sanlam Life Insurance Ltd

Job Details

Job Location
Post Code
Free State
South Africa

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