OM Bank - Executive Personal Assistant at Old Mutual

Job Description

• At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be.
• We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
• Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
• Enabling 4 OM Bank Executives

KEY RESULT AREAS

Administration

• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Business Meetings/Events Arrangement

• Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure Executive make the best use of their time.

Correspondence

• Prepare routine letters, email, minutes of meetings, and reports for approval by Executive

Document Preparation

• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Work Scheduling and Allocation

• Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Data Collection and Analysis

• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Insights and Reporting

• Extract and combine data to generate standard reports.

Budgeting

• Monitor and analyze data using budgeting systems and protocols.

Personal Capability Building

• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Operational Compliance

• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Procurement

• Support others by carrying out simple procurement tasks. Involves following established procedures

Travel Arrangements

• Book travel for Executives and respective team members

ROLE REQUIRMENTS

• Minimum of 3 years in a similar role
• Proven track record of supporting Senior Management teams
• Relevant qualification - advantageous
• Advance skills/methods in minute taking and diary management advantageous

Skills

• Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

• Directs Work
• Drives Results
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Closing Date

• 18 July 2025