SanlamConnect: Client & Intermediary Engagement: Events Assistant

  • Full Time
  • Bellville, Western Cape, South Africa

Sanlam Group

SanlamConnect: Client & Intermediary Engagement: Events Assistant

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Date: 02-Nov-2020


Bellville, Western Cape, South Africa

Sanlam Group

Who are we?

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries.  We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.

What will you do?


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.

What will make you successful in this role?


Support to the Events team in terms of:


  • Office administration
    • Assist staff with printing, filing, record keeping, collation of materials
    • Ad-hoc office administration duties
  • Budgets
    • Assist with the population of the budget summaries into a spreadsheet
    • Follow-ups of invoices
    • Assist with the loading of payments and journals onto E2 Financials for payment (events and suppliers)
    • Assist with accounts reconciliations
    • Receive and collate quotes from suppliers/venues
  • Events/Functions
    • Assist the Co-ordinator with the planning and managing of events and functions in terms of;
    • Create FORM STACK registration forms, load and send; confirmation emails
    • Resolve selected client/participant queries, problems and requests
    • Assist in venue sourcing, site visits and comparison lists
    • Sourcing and liaison with suppliers/service providersSourcing gifts and accessories
    • Sourcing gifts and accessories
    • Make up certificates/framing
    • Make up name tags/folders/stationary
    • Assist on site with function/events (i.e.: registration, setting up, guest relations/requests etc)
    • Co-ordinate transport~ book transport services, complete travel statements
    • Table layout schedules
    • Courier/post certificates/awards/gifts to recipients after events/conferences if they could not self-transport. 
    • Assist with post event management in terms of returning equipment, materials etc to clients/department
    • Post event feedback – Creation of feedback forms for completion by delegates attending the conferencing.  Collection and compiling thereof. Once all the feedback has been accumulated and compiled on one document it gets forwarded to the client
  • Incentive programs:
    • Assist Consultants with;
    • Liaise with suppliers for the ordering/manufacturing of trophies (i.e.: Whale tails/Falcon) and couriering to recipients
  • SAP activities administration
Qualification and experience
  • Grade 12
  • Administration working experience
  • Qualification in Event Management- National Diploma: Events Management
Knowledge and skills
  • MS: Office (Excel, PP, Word, Outlook)
  • E2 Financials
  • Form Stack (web site)
  • Adobe: Illustrator
  • Perfect Table Plan
  • Broad/basic Financial Services industry knowledge
  • Different types of incentive programs, competitions, events, conferences etc
  • Events and promotions co-ordination
  • Hospitality/catering and function knowledge
  • Client service principles
  • Basic expense/budgeting processes and procedures
Core competencies
  • Drives Results
  • Collaborates
  • Customer Focus
  • Cultivates Innovation
  • Being Flexible and Adaptable
Personal attributes
  • Concern for Accuracy
  • Managing Work
  • Information Gathering
  • Communication
  • Problem Solving
  • Team Success
  • Building and Maintaining Relationships
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. 


Closing date: 16 November 2020

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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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