Personal Assistant to RGM Brokers: SanlamConnect: Gauteng North Region (Lynnwood) (PG7)

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

• Ensures Accountability
• Plans and Aligns
• Drives Results
• Communicates Effectively
• Manages Complexity
• Collaborates

The closing date for applications is 13 November 2026.