SA
SanlamPortfolio Operations
Portfolio Operations role at Sanlam crafting investment portfolios and overseeing client interactions. Managing trades and corporate actions while ensuring client satisfaction in energy - driven environment.
About the role
- Schedule and resource training classes and events, ensuring they are accurately reflected across our systems of record
- Assign instructors to classes, communicate assignments, and handle any necessary adjustments as the main liaison
- Coordinate with venues to book locations for in-person training sessions
- Establish and monitor distributed training and webinars
- Send reminder emails and updates to students, ensuring they have all necessary information
- Prepare and distributing training materials and resources
- Utilize software tools (Jira, Confluence, Airtable) to streamline and optimize processes
- Answer customer service and sales calls as required and then manage those contacts in Hubspot
- Support the operations section with additional administrative tasks as needed to ensure smooth training operations
- Support Project teams with resource requirements and subject matter expertise
Requirements
- Incredibly detail-oriented, with experience managing schedules and complex logistics
- Excellent communication skills, both written and verbal, for effectively coordinating with instructors, students, and venues
- Ability to multitask and prioritize tasks in a dynamic environment and with tenacious follow through
- Proficiency in using calendar and scheduling software, as well as basic office tools and programs (MS Office, Google Suite)
- A proactive and positive attitude, with a willingness to take initiative and solve problems
- Previous experience in event planning or a related field is a plus
Benefits
- Enjoy a dynamic and flexible work environment
- Opportunity for professional growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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