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 R151 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 Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
What will you do?
- Operate the switchboard
- Attend to the reception area by welcoming clients and guests
- Manage all boardroom bookings
- Order all branded and general stationery
- Manage consumables and office equipment at hand and the storage of all corporate items
- Liaise with courier companies by managing all incoming and outgoing mail
- Order refreshments for meetings, presentations and the office as and when required
- Ensure that the office is clean at all times by managing the service cleaners
- Liaise with the building manager to ensure that all maintenance and faults are dealt with promptly
- Liaise with vendor suppliers
- Attend to creditors, invoicing, statement processing and reconciliations
- Manage lunch coupons for staff
- Assist with client presentations and functions
- Year-end gifting
- Liaise with courier services - repeated
- Ad-hoc team support
- Accuracy and detailed orientated
- Friendly and courteous
- Excellent administrative and organizational skills
- Tertiary and/or industry related qualification would be an advantage
- 3 5 years experience as a Receptionist (including switchboard duties)
- Experience in dealing with high profile clients is essential
- Experience in Finance Industry would be an advantage
- Proficient in MS Office (i.e. Word, Excel, PowerPoint etc.)
- Fully bilingual (English and Afrikaans)
- Excellent written skills
- Friendly and courteous
- Excellent administrative and organizational skills
- Excellent listening and interpersonal skills
- Ability to perform well under pressure
- Accurate with attention to detail
- Punctual and reliable
- Accountable
- Honest
- Assertive
- Confident
- Resilient
- Learning agility and curiosity
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 17 January 2024
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.
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.
