PA – Receptionist & Administrator

Overview

PA – Receptionist & Administrator Jobs in Cape Town, South Africa at Sanlam

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

PA FUNCTIONS

Screen and direct calls & emails and distribute correspondence

Manage information flow in a timely and accurate manner which includes the format of information for internal and external communication

Compile and share minutes of meetings with relevant stakeholders

Manage all request for payments-allocate accordingly and reconcile budgets monthly

Collect, collate and prepare data for monthly BI dashboard reporting purposes

Co-ordinate, project manage and assist with ad-hoc projects as required

Collaborate with SPW marketing to facilitate all client and intermediary events

RECEPTION FUNCTIONS

Ensure reception area is always tidy and presentable

Welcome and direct visitors as they arrive

Answer incoming calls and direct them to the appropriate person

Manage meeting room bookings and calendars

ADMINISTRATIVE FUNCTIONS

Order all branded and general stationery and manage the storage of corporate items

Manage incoming and outgoing post and liaising with courier companies

Manage Client Care mailbox and client queries

SIRON/ORMS client screening (Back-up only)

THIS IS ME verification screening (Back-up only)

Adhoc administration duties as and when required

Qualification and experience

Knowledge and skills

Excellent verbal and written communication skills (English & Afrikaans)

Outstanding organisational and time management skills

Personal qualities

Ability to perform well under pressure and show maturity, confidence and resilience

Highly organized with a high level of customer focus

Excellent listening, communication and interpersonal skills

Pro-Active approach to work, clients, problem solving

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.

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.

To be considered for the above opportunity please upload your detailed CV on or before 27 March 2026

Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful

Title: PA – Receptionist & Administrator

Company: Sanlam

Location: Cape Town, South Africa

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