Sanlam: Client Care Assistant

  • Post author:
  • Post published:Sep 3, 2021
  • Post category:Jobs

What will you do?

Outputs / Core Tasks: 

  1. Rendering of excellent client service.
  2. Telephone administration.
  3. Customer care (receive of and personal interaction with existing and potential clients) at Sanlam Trust reception counter.
  4. Effective communication, listening, understanding and interpreting to meet clients’ requirements.
  5. Handling of enquiries related to estates, wills and trusts.
  6. Administrative responsibilities (managing e-mail, faxes, incoming and outgoing mail, record keeping, general data capturing).
  7. Time and priority management.
  8. Office management.
  9. Keeping and updating of asset register.
  10. Managing the stationery requirements of the office.
  11. Dealing with the administration of renunciations.
  12. Assistant to Estate Operational Manager.
  13. Operational responsibilities (housekeeping, applying of safety and security measurements).

What will make you successful in this role?


1. Qualifications:

  • Grade 12

2. Experience:

  • 2 years’ experience as Receptionist within a frontline client care environment.

3. Knowledge: 

  • Business ethics
  • Protocol and telephone etiquette
  • Time management strategies
  • Understanding of cultural diversity
  • Knowledge of SanlamConnect will be an advantage.

4. Competencies:

  • Communicates effectively (English and Afrikaans)
  • Administration orientation
  • Decision quality
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Drives results
  • Being resilient
  • Computer skills (MS Office)

Closing date: 9 September 2021