Client Service and Administrative Assistant, Sanlam Investments East Africa –Â Tanzania
Based in Dar es Salaam and reporting to the Country Representative, Senior Portfolio Manager, the successful candidate will have the following responsibilities.
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.
·         Drive customer self-service by encouraging clients to sign up to the customer portal/app.
·         Delivering excellent client service by addressing client concerns and queries and escalating as necessary.
·         Performing document processing for customers including scanning and indexing documents
·         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 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.
Key Competencies
·         Ability to discreetly handle sensitive and confidential information.
·         Ability to professionally engage clients. Strong organizational skills and the ability to  prioritize work.
·         Computer literate (MS Word, PowerPoint and Excel expert) and records management.
Minimum Qualifications and Experience
.     A Bachelor’s degree in a relevant field from a recognized university with 2 years of experience in a similar role.
.     Business acumen and strong communication skills
·         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.
·         Drive customer self-service by encouraging clients to sign up to the customer portal/app.
·         Delivering excellent client service by addressing client concerns and queries and escalating as necessary.
·         Performing document processing for customers including scanning and indexing documents
·         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 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.
Key Competencies
·         Ability to discreetly handle sensitive and confidential information.
·         Ability to professionally engage clients. Strong organizational skills and the ability to  prioritize work.
·         Computer literate (MS Word, PowerPoint and Excel expert) and records management.
Minimum Qualifications and Experience
.     A Bachelor’s degree in a relevant field from a recognized university with 2 years of experience in a similar role.
.     Business acumen and strong communication skills
If you qualify and are interested in this role, please fill in the application form and forward your CV quoting your job title in the subject area to recruitment@sanlameastafrica.com on or before 2nd May 2024.
Go to our Homepage To Get Relevant Information.
Only shortlisted candidates will be contacted.
