Management Support Assistant Role at SanlamConnect

The Management Support Assistant at SanlamConnect in Constantia Kloof, Gauteng, plays a pivotal role in providing comprehensive administrative support to the Business Manager. This position is essential for ensuring the effective execution of sales strategies and the efficient management of financial advisors within the Managed Outsourced Businesses. The successful candidate will be instrumental in facilitating smooth operations, supporting recruitment, financial management, and risk coordination, thereby contributing significantly to Sanlam's mission of building strong, lasting relationships and empowering financial advisors. This role offers a dynamic environment to develop advanced administrative and coordination skills within a leading financial services provider, impacting the overall success of the region.

Who are we?

Sanlam Life Ltd stands as one of the top financial services providers in the South African market. The company prides itself on building strong, lasting relationships with its financial advisors, recognizing their aspirations for career growth, personal development, and achieving great things. Sanlam is built on a deep respect for the worth of individuals and an appreciation for their potential. The company believes in the infinite and unique worth of each person, inspiring them to realise this worth by providing opportunities to make the most of who they are, and to be recognised, respected, and rewarded for their capabilities. This commitment extends to fostering a supportive and empowering environment for all its partners and employees.

Key Responsibilities

• Provide effective and comprehensive administrative support services to the Business Manager, specifically with the management of Financial Advisers in Managed Outsourced Businesses.
• Assist the Business Manager with enquiries and queries related to commission statements and permits, ensuring timely and accurate resolution.
• Support the Business Manager with enquiries and queries concerning recruitment and registration processes for financial advisors, facilitating smooth onboarding.
• Efficiently schedule and organize management and unit meetings, including preparing agendas, distributing materials, and taking minutes.
• Oversee brand control and management within the unit, ensuring adherence to company guidelines and maintaining a consistent corporate image.
• Coordinate the communication of recognition and awards results to motivate and acknowledge advisor achievements, fostering a positive performance culture.
• Provide financial management support to the Business Manager, including handling ad-hoc financing requests, budget management, and in-service/out-service debt management.
• Coordinate Risk Management support, such as Odds Trend Management and Tax Practitioner's list management, to ensure compliance and mitigate risks.
• Offer New Business Support, assisting in the management of unissued business, and after-sales support, including Lapses Management and general policy issues and complaints.
• Ensure Legislative support, managing FAIS non-approvals and Rule 19 Replacements, keeping the unit compliant with industry regulations.
• Maintain accurate unit replacement statistics and assist with debit order RDs, ensuring financial accuracy and stability.
• Flag underperformers and assist with capturing advisors' and employees' leave records, supporting HR and operational efficiency.
• Manage the recruitment and contracting of advisors, including contract changes, terminations, transfers, new appointments, and SANGRO processes.
• Co-ordinate and arrange for office infrastructure, such as offices, telephones, networks, and accounts, ensuring a functional work environment.
• Administer targets, tracking progress and reporting on performance against set objectives.
• Deal with escalated client queries, ensuring professional and efficient resolution to maintain high client satisfaction.

Why Join the Company

Joining Sanlam offers a unique opportunity to contribute to a leading financial services institution that values its employees and partners. Sanlam fosters an environment where individuals are empowered to grow, develop their skills, and make a significant impact. The company's culture is built on respect, recognition, and reward for capabilities, providing a platform for career advancement and personal fulfillment. Employees benefit from working in a supportive team that is dedicated to excellence, innovation, and client satisfaction. Sanlam's commitment to its financial advisors and clients creates a dynamic and rewarding workplace where your contributions are truly valued, offering a clear path for professional development and a chance to be part of a forward-thinking organization.

How to Apply

Please apply using the Quick Apply button on this page.

* Salary is estimated based on market research and may not be accurate.

• Grade 12 or equivalent qualification
• Proven administrative support experience, preferably within a corporate or financial services environment
• Strong organizational and communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)