Digital Administration Consultant: RA SC Succession Financial Planning (Vineyard) (PG 7/8) at Sanlam Group

What will you do?

• To provide and deliver an effective and comprehensive administrative support services to the Succession Financial Planning Sales Team.  
• The ideal individual must have strong administrative skills with strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multitask.

Output/Core Tasks:

• Provide administrative support to the Succession Sales Team in terms of the following:
• Commission Query management 
• Suspense account management
• Mail and information management
• Client liaison
• Time and priority management
•  Administrative support
• Establishing and maintaining networks with key stakeholders and other administrative support staff.

What will make you successful in this role?

Qualification & experience 

• Grade 12
• Administration qualification preferable
• Experience with the financial services industry will be an advantage

Knowledge and skills 

• MS: Office (Excel, Word, Powerpoint, outlook)

Personal qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Communicates effectively
• Plans and aligns
• Action oriented
• Instils trust
• Job fit questions 

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - Contributing independently