Location: Western Cape
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.
Duties:
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
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
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