About this role
<div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Who are we?</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">With assets under management and administration of more than R240 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.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">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.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">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.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will you do?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Operate the switchboard</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Attend to the reception area by welcoming clients and guests</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Manage all boardroom bookings</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Order all branded and general stationery</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Manage consumables and office equipment at hand and the storage of all corporate items</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Liaise with courier companies by managing all incoming and outgoing mail</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Order refreshments for meetings, presentations and the office as and when required</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ensure that the office is clean at all times by managing the service cleaners</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Liaise with the building manager to ensure that all maintenance and faults are dealt with promptly</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Liaise with vendor suppliers</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Attend to creditors, invoicing, statement processing and reconciliations</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Manage lunch coupons for staff</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Assist with client presentations and functions</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Year-end gifting</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Liaise with courier services</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ad-hoc team support</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will make you successful in this role?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Accuracy and detailed orientated</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Friendly and courteous</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent administrative and organisational skills</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualification and experience</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Matric is essential</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Tertiary and/or industry related qualification would be an advantage</span></li> <li><span style="font-family:arial, helvetica, sans-serif">3 – 5 years’ experience as a Receptionist (including switchboard duties)</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Experience in dealing with high profile clients is essential</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Knowledge and skills</b></H2> </div><div><ul> <li>Proficient in MS Office (i.e. Word, Excel, PowerPoint etc.)</li> <li>Excellent written skills</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Personal qualities</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif">Friendly and courteous</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent administrative and organisational skills</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Excellent listening and interpersonal skills</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Ability to perform well under pressure</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Accurate with attention to detail</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Punctual and reliable</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Accountable</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Honest</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Assertive</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Confident</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Resilient</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Learning agility and curiosity</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Build a successful career with us</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.</span></p> <p><span style="font-family:arial, helvetica, sans-serif">Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam Group provides many opportunities for growth and development.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Turnaround time</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">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.</span><br><br></p> <ul> <li><span style="font-family:arial, helvetica, sans-serif">To be considered for the above opportunity please upload your detailed CV on or before 3 July 2026</span></li> <li><span style="font-family:arial, helvetica, sans-serif">Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our commitment to transformation</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif"><em>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.</em></span></p></div></div></div>