Events Assistant: Client & Intermediary Engagement

Events Assistant: Client & Intermediary Engagement

Sanlam – Bellville, Cape Town, Western Cape

Full-Time | Marketing

Closing date yi 16 ka November 2021

Sanlam Events Assistant: Client & Intermediary Engagement Bellville, Cape Town


  • This is a support role reporting directly through to the Events Manager: Channel and Segment Marketing. 
  • This role is responsible to assist all staff in various administrative tasks relating to function/events co-ordination, incentive programs and general office duties.


  • Grade 12
  • Administration working experience
  • Qualification in Event Management – National Diploma: Events Management

Skills & Competencies

  • MS: Office (Excel, PP, Word, Outlook)
  • E2 Financials
  • Form Stack (web site)
  • Adobe: Illustrator
  • Perfect Table Plan
  • Broad/basic Financial Services industry knowledge
  • Different types of incentive programs, competitions, events, conferences etc
  • Events and promotions co-ordination 
  • Hospitality/catering and function knowledge
  • Client service principles
  • Basic expense/budgeting processes and procedures
  • Concern for Accuracy
  • Managing Work
  • Information Gathering
  • Communication
  • Problem Solving
  • Team Success
  • Building and Maintaining Relationships


  • Office administration
    • Assist staff with printing, filing, record keeping, collation of materials
    • Ad-hoc office administration duties
  • Budgets
    • Assist with the population of the budget summaries into a spreadsheet
    • Follow-ups of invoices
    • Assist with the loading of payments and journals onto E2 Financials for payment (events and suppliers)
    • Assist with accounts reconciliations
    • Receive and collate quotes from suppliers/venues 
  • Events/Functions
    • Assist the Co-ordinator with the planning and managing of events and functions in terms of;
    • Create FORM STACK registration forms, load and send; confirmation emails
    • Resolve selected client/participant queries, problems and requests
    • Assist in venue sourcing, site visits and comparison lists 
    • Sourcing and liaison with suppliers/service providers
    • Sourcing gifts and accessories 
    • Make up certificates/framing 
    • Make up name tags/folders/stationary
    • Assist on site with function/events (i.e.: registration, setting up, guest relations/requests etc)
    • Co-ordinate transport~ book transport services, complete travel statements
    • Table layout schedules
    • Courier/post certificates/awards/gifts to recipients after events/conferences if they could not self-transport.  
    • Assist with post event management in terms of returning equipment, materials etc to clients/department 
    • Post event feedback – Creation of feedback forms for completion by delegates attending the conferencing.  Collection and compiling thereof. Once all the feedback has been accumulated and compiled on one document it gets forwarded to the client.
  • Incentive programs:
    • Assist Consultants with;
    • Liaise with suppliers for the ordering/manufacturing of trophies (i.e.: Whale tails/Falcon) and couriering to recipients
  • SAP activities administration

Additional Information

  • 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.

Apply on company site

Leave a Reply