Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities
Job Summary
Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.
The PA will manage diary and travel logistics, screen calls and emails, compile meeting minutes, manage payments, and prepare data for BI dashboard reporting.
The company offers opportunities for growth and development within its diverse business clusters.
Matching Summary
Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.
Skills & Requirements
Must-have
Manage diary and travel logistics
Screen and direct calls & emails
Compile and share minutes of meetings
Manage all request for payments
Order branded and general stationery
Manage incoming and outgoing post
Nice-to-have
Passion for client service
Entrepreneurial, high-energy environment
Strong numerical orientation
Pro-Active approach to work
Discretion and confidentiality
Key Requirements
Tertiary Qualification
3-5 years’ experience
Experience in taking minutes
Own transport and Driver’s License
Excellent MS Office knowledge
Excellent verbal and written communication skills (English & Afrikaans)
Outstanding organisational and time management skills