Sanlam Vacancies 2023 – Client & Intermediary Engagement Assistant

• 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