Overview

Executive Personal Assistant Jobs in Cape Town, South Africa at Sanlam

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.

Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Job Purpose

The Executive Personal Assistant will provide high-level secretarial, administrative, and organizational support to the Chief Executive, ensuring efficiency in daily operations. This role requires exceptional discretion, professionalism, and the ability to manage multiple priorities in a dynamic environment.

Key Outcomes

The following outcomes will be expected from the Executive Personal Assistant:

Executive Support:

  • Provide confidential secretarial and administrative assistance to the CE and EXCO.
  • Manage correspondence, communications, and information flow on behalf of the CE.

    • Diary & Travel Management:

  • Efficiently coordinate and manage executive schedules, including appointments and meetings.
  • Arrange local and international travel, including flights, accommodations, and itineraries.

    • Meeting Coordination & Documentation:

  • Schedule and organize meetings, presentations, functions, and conferences.
  • Coordinate board meetings, including compiling and distributing board packs.
  • Prepare reports, including the Chief Executive report.
  • Accurately record and distribute meeting minutes.

    • Administration:

  • Handle incoming client queries, redirecting or resolving them as required.
  • Manage invoice processing and payments.
  • Oversee email, document management, and general office administration.
  • Ensure efficient telephone and task-specific administrative support.

    • Stakeholder & Client Liaison:

  • Serve as the primary point of contact between the CE and internal/external stakeholders.
  • Build and maintain strong professional relationships.

    • Ad Hoc Tasks:

  • Assist with finance-related administrative tasks.
  • Support various projects and initiatives as required.

    • Qualifications and Experience

  • Matric / Grade 12
  • A Secretarial Diploma or similar qualification
  • Minimum of 5 years of experience in a Personal Assistant capacity at Executive Management level in the Financial Services environment
  • Proficiency in MS Office (Outlook, Word, Excel, PowerPoint)

    • Competencies

  • Client focus
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Planning and Organising
  • Initiative and innovative/ function independently
  • High level of attention to detail and accuracy
  • Ability to handle sensitive information with discretion
  • Verbal and written communication (English & Afrikaans)
  • Strong relationship-building skills

    • Attributes

  • Positive and proactive attitude
  • High levels of professionalism, integrity, and confidentiality
  • Ability to work under pressure
  • Adaptability and problem-solving mindset
  • Maturity and ability to work independently

    • What will make you successful in this role?

    Qualification and Experience

    Grade 12 and Diploma/Certificate with 6 years related experience.

    Knowledge and Skills

    Reservation Management Secretarial Support Administration Manages  various Stakeholder queries and support

    Personal Attributes

    Communicates effectively – Contributing independently

    Plans and aligns – Contributing independently

    Action orientated – Contributing independently

    Optimises work processes – Contributing independently

    Build a successful career with us

    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 of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

    Cultivates innovation – Contributing independently

    Customer focus – Contributing independently

    Drives results – Contributing independently

    Collaborates – Contributing independently

    Being resilient – Contributing independently

    Turnaround time

    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.

    Title: Executive Personal Assistant

    Company: Sanlam

    Location: Cape Town, South Africa

    Category:

    Apply

    Upload your CV/resume or any other relevant file. Max. file size: 800 MB.