Client Service and Administrative Assistant at Sanlam Investment | April 2024

Sanlam Investments East Africa Ltd (SIEAL) is a leading fund manager in the region with presence in Kenya, Uganda and now Tanzania. We have a strong record of accomplishment in service delivery and performance. We are seeking a dynamic, organized and customer-focused Client Service and Administrative Assistant to support the Tanzania office.

Job Purpose

To provide consistently high-quality customer experience through quality service interactions and to coordinate office activities and operations to ensure efficiency and compliance to Company policies.

Reports to:

Country Representative, Senior Portfolio Manager

Key Responsibilities

• Responsible for welcoming and responding to clients and other visitors physically, via telephone and correspondence (email, letters, packages etc).
• Furnish potential clients with information about our services and guide them on providing KYC (Know Your Customer) information and completing client application forms.
• Drive customer self-service by encouraging clients to sign up to the customer portal/app and offer necessary support.
• Delivering excellent client service by addressing client concerns and queries and escalating as necessary.
• Performing document processing for customers including scanning and indexing documents for easy updating and retrieval.
• Coordinating office activities and operations to secure efficiency and compliance to Company policies.
• Organize and manage travel arrangements, appointments, meetings and events.
• Track stocks of office supplies and place orders as necessary per policy.
• Maintain client contact lists and manage filing of both electronic and physical documents.
• Adhere to Company policies including internal and external risk, compliance and regulatory standards.
• Any other responsibilities as documented in your annual performance objectives and as may be assigned and communicated from time to time.

Key Competencies

· Ability to discreetly handle sensitive and confidential information.

· Ability to professionally engage existing and potential clients.

· Strong organizational skills and the ability to prioritize work and meet deadlines.

· Computer literate (MS Word, PowerPoint and Excel expert).

· Records management.

Minimum Qualifications and Experience

· A Bachelor’s degree in a relevant field from a recognized university.

· Minimum of two (2) years’ experience gained in a similar role.

· Business acumen and strong communication skills.

· Customers service and administration experience in the financial sector is an added advantage.

Application Procedure

Interested and suitably qualified candidates should apply through this link https://forms.office.com/r/bS546hUXKp and forward their CV inPDF format via email clearly quoting the job title in the subject area to recruitment@sanlameastafrica.com.

Application deadline is 2^nd May 2024