Client Service and Administrative Assistant at Sanlam Investment | April 2024

Application deadline closed.

Job Description

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 and forward their CV inPDF format via email clearly quoting the job title in the subject area to

Application deadline is 2nd May 2024