Personal Assistant at Sanlam Private Wealth

Job description

Key Responsibilities:

Reporting directly to the Chief Operating Officer, National Head of Sales and Head of Product Development the Personal Assistant will be experienced in handling a wide range of administrative and support related tasks, including but not limited to:

• Administrative support
• Managing active calendars of appointments
• Completing expense reports i.e. company credit card, cell phone expenses
• Composing and preparing correspondence
• Scanning, filing and copying of information
• Updating and managing Outlook contacts
• Maintaining electronic files
• Arrange detailed travel plans and itineraries both locally and internationally
• Compiling documents for travel related meetings
• Schedule meetings, draft agendas and minute taking
• Welcome visitors and arrange company dinners and appointments
• Telephone and office administration
• Prepare and edit reports, communication and presentations for executive, board, client, management, employee and service providers
• Assist with annual budget presentations and monthly budget reporting
• Data analytics and support
• Support with collation, capturing, mining and reporting on trend analysis within the private client space, new business flows and product offerings
• Client queries
• Deal with client queries in a professional and efficient manner

Minimum Requirements:

• 5 years’ experience as Personal Assistant to more than one Senior Manager
• Tertiary qualification relevant to the position
• Fully bilingual
• Previous experience within investments / financial services will be a distinct advantage

Technical Competencies:

• Proficient in MS Office at intermediate level
• Basic understanding of Private Client Wealth

Behavioural Competencies:

• Highly organized client focused
• Accurate and detail orientated
• Analytical ability to collate and mine data in order to prepare presentations
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients and problem solving
• Learning agility and curiosity
• Assertive and adaptable within a changing environment
• Passionate ownership for results

Additional Information:

Please forward a detailed CV to [email protected] before 30 June 2017.