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  • Posted: Oct 23, 2026
    Deadline: Nov 6, 2026
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  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...

     

    Business Personal Assistant

    Role Purpose    

    • A high-trust role supporting the Head of Operations and the broader MFP Operations portfolio. The successful candidate will combine executive support with hands-on business coordination, disciplined follow-through, data and document management, stakeholder engagement, governance administration and practical problem-solving.
    • The Business Personal Assistant enables the Head of Operations to focus on strategic priorities by taking ownership of the coordination, preparation, follow-up and administration required to move work forward. The role acts as the operational link between the leader, the Operations team, provincial structures, advisers, product houses, support functions and external stakeholders.
    • The incumbent is expected to create order in a high-volume environment, maintain reliable information and records, anticipate requirements, surface risks early, prepare decision-ready material, and ensure that agreed actions are completed. Success in the role is measured by the quality of preparation, the accuracy of information, the reliability of follow-through, stakeholder responsiveness and the reduction of avoidable administrative burden on the leader and team.

    Requirements    

    • Grade 12 or equivalent qualification.
    • A post-matric qualification in office administration, business administration, operations, project coordination or a related field is preferred.
    • Additional training in project coordination, business communication, reporting, records management, digital systems or operational management is advantageous.
    • At least five years’ relevant experience in executive support, business administration, operational coordination or a comparable role.
    • Demonstrated experience supporting a senior leader and coordinating work across multiple teams or business functions.
    • Experience compiling reports, presentations, meeting packs, trackers and formal business communication.
    • Experience managing complex diaries, senior stakeholder engagements and competing deadlines.
    • Experience handling confidential information and supporting governance or controlled business processes.

    Duties & Responsibilities    

    Executive Partnership and Priority Management

    • Act as a trusted support partner to the Head of Operations, managing priorities, commitments, deadlines, risks and dependencies.
    • Screen, prioritise and coordinate incoming requests, correspondence and actions, ensuring appropriate escalation where required.
    • Prepare the leader for meetings and decisions by consolidating relevant information, documentation, risks and recommendations.
    • Maintain follow-up processes for decisions, approvals, actions and commitments, ensuring completion and accountability.
    • Proactively identify and escalate risks, conflicting priorities or delays that may impact business outcomes.
    • Protect executive focus time while ensuring urgent operational matters receive prompt attention.

    Calendar, Meeting and Event Management

    • Manage a complex executive calendar aligned to business priorities, preparation requirements and key deadlines.
    • Coordinate meetings, workshops, leadership forums, training sessions, town halls and business events.
    • Schedule engagements across multiple stakeholders, resolving diary conflicts and logistics requirements.
    • Prepare agendas, meeting packs, attendance records, minutes, action logs and follow-up communications.
    • Manage venues, virtual meeting platforms, catering, travel arrangements and related administrative requirements.
    • Ensure participation, required inputs and meeting readiness ahead of scheduled engagements.

    Correspondence and Communication Support

    • Manage and organise correspondence requiring action, response, referral or follow-up.
    • Draft and review professional communications including emails, announcements, briefing notes, invitations and stakeholder updates.
    • Adapt communication content and tone for diverse internal and external audiences.
    • Verify accuracy, completeness, stakeholder distribution and action clarity before communication release.
    • Consolidate stakeholder input into clear, consistent messaging while maintaining confidentiality where required.

    Operational Coordination and Project Support

    • Coordinate operational activities, projects and business improvement initiatives across the portfolio.
    • Translate leadership decisions into actionable plans, responsibilities, timelines and deliverables.
    • Maintain project plans, action registers, decision logs, issue trackers and supporting documentation.
    • Coordinate activities and dependencies across business functions and stakeholder groups.
    • Support implementation readiness through effective coordination of communications, training, system access, reporting and support processes.
    • Identify process inefficiencies and recommend practical improvements to enhance effectiveness and accountability.

    Reporting, Data and Decision Support

    • Collect, validate, analyse and consolidate information from multiple sources for reporting purposes.
    • Prepare reports, dashboards, presentations, briefing packs and management summaries.
    • Utilise spreadsheets and reporting tools to reconcile information, identify exceptions and provide meaningful insights.
    • Ensure reporting accuracy through validation of source data, calculations, definitions and reporting periods.
    • Maintain operational trackers, records and datasets as assigned.
    • Present information in a clear, decision-ready format, highlighting key risks, issues, actions and ownership.

    Governance, Risk and Confidential Administration

    • Support governance activities, approvals, compliance administration and evidence management.
    • Maintain accurate records of decisions, approvals, submissions, attendance and completed actions.
    • Coordinate system, access and licence administration in accordance with approved governance processes.
    • Handle confidential business, people, client and financial information with discretion and integrity.
    • Apply records management, privacy, information security and document retention requirements.
    • Identify and escalate control weaknesses, process non-compliance or data integrity concerns.

    Financial and Resource Administration

    • Coordinate invoices, purchase requests, payments and associated financial administration activities.
    • Verify supporting documentation, approvals and coding before submission and processing.
    • Monitor assigned budgets, licences, subscriptions and service-related expenses.
    • Coordinate travel, accommodation and related documentation in accordance with company policy.
    • Manage office resources, equipment requests and administrative assets.
    • Raise, monitor and follow up on service requests relating to systems, access, software and workplace requirements.

    Stakeholder and Client-Centred Support

    • Build and maintain effective working relationships with internal and external stakeholders at all levels.
    • Represent the Head of Operations professionally and deliver a positive stakeholder experience.
    • Coordinate stakeholder requests and ensure timely resolution through the appropriate channels.
    • Provide accurate updates, manage expectations and ensure closure of outstanding queries and requests.
    • Manage urgent or challenging situations professionally, balancing business needs, client impact and stakeholder requirements.

    Knowledge and Process Management

    • Maintain accurate, organised and accessible business records, process documentation and reference materials.
    • Capture and maintain operational knowledge, procedures, guides and frequently asked questions.
    • Support the development of knowledge-management resources that improve collaboration and self-service.
    • Ensure document version control, archiving and management of current source documents.
    • Utilise Microsoft 365 and approved business systems to improve collaboration, information management and operational efficiency.
    • Support business continuity through the documentation of recurring activities, key contacts and critical processes.

    Competencies    

    Business judgement

    • Understands the purpose behind a request, distinguishes urgent from important, and makes sound decisions within delegated authority.

    Planning and execution

    • Turns priorities into organised actions, owners and deadlines, and follows through until closure.

    Attention to detail

    • Checks names, dates, figures, versions, recipients, attachments, formulas and source information before release.

    Proactive problem-solving

    • Anticipates obstacles, obtains missing information and proposes practical options rather than waiting for step-by-step instruction.

    Written communication

    • Writes clearly, professionally and appropriately for the audience, with an explicit purpose and action.

    Stakeholder coordination

    • Builds productive relationships and coordinates across different levels without creating confusion about accountability.

    Composure and adaptability

    • Remains organised and constructive when priorities change, deadlines are short or information is incomplete.

    Discretion and integrity

    • Protects confidential information, uses sound judgement and acts consistently with organisational values.

    Data confidence

    • Works comfortably with operational data, identifies exceptions and presents accurate, useful information.

    Digital way of work

    • Uses available systems and self-service tools effectively and looks for opportunities to remove manual work.

    Learning agility

    • Quickly builds working knowledge of unfamiliar processes, systems, stakeholders and terminology.

    Constructive challenge

    • Questions unclear requests, inconsistent data or weak processes respectfully and with supporting facts.

    Closing Date    

    • 2026/10/27

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