Friday , March 17 2023

Sanlam Vacancies 2023 – Client & Intermediary Engagement Assistant

Website Sanlam

Job Description:

This is a support role reporting directly through to the Events Manager: Channel and Segment Marketing. This role is responsible to assist all staff in various administrative tasks relating to function/events co-ordination, incentive programs and general office duties.

Job Responsibilities:

  • Sourcing gifts and accessories
  • Courier/post certificates/awards/gifts to recipients after events/conferences if they could not self-transport.
  • Events/Functions
  • Resolve selected client/participant queries, problems and requests
  • Make up name tags/folders/stationary
  • Assist on site with function/events (i.e.: registration, setting up, guest relations/requests etc)
  • Sourcing and liaison with suppliers/service providers
  • Co-ordinate transport~ book transport services, complete travel statements
  • Table layout schedules
  • Assist with the loading of payments and journals onto E2 Financials for payment (events and suppliers)
  • Assist the Co-ordinator with the planning and managing of events and functions in terms of;
  • Make up certificates/framing
  • Assist with post event management in terms of returning equipment, materials etc to clients/department
  • Receive and collate quotes from suppliers/venues
  • Assist in venue sourcing, site visits and comparison lists
  • Assist with accounts reconciliations
  • Create FORM STACK registration forms, load and send; confirmation emails
  • Follow-ups of invoices
  • Assist with the population of the budget summaries into a spreadsheet

Job Requirements:

  • Different types of incentive programs, competitions, events, conferences etc
  • Hospitality/catering and function knowledge
  • Broad/basic Financial Services industry knowledge
  • Perfect Table Plan
  • Events and promotions co-ordination
  • Adobe: Illustrator
  • Basic expense/budgeting processes and procedures
  • Client service principles

Qualification & Experience:

  • Grade 12
  • Administration working experience
  • Qualification in Event Management- National Diploma: Events Management

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Bellville, Western Cape, SA

Application Deadline: N/A

Apply Here