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  • Posted: Jan 8, 2021
    Deadline: Not specified
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    Coronation was founded in Cape Town, South Africa in 1993 by a group of investment professionals who left an established institution to start a dedicated fund management business. With zero assets and zero clients, their objective was to build a world-class, investment-led and independent fund manager. Today, Coronation is 25% employee-owned and a leading br...
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    Personal Assistant to PTA Business Development Team

    Job Description Coronation is currently searching for a temporary Personal Assistant for our Business Development Team based in Pretoria. The ideal candidate would have solid experience within the investment industry as a personal assistant supporting a team of investment professionals. The successful incumbent will pay strong attention to detail, be the ultimate team player and enjoy a fast-paced environment where clients always come first.

    Duties and Responsibilities PA:

    • General PA duties and firsthand support for Investment Specialists
    • Diary management and calendar bookings
    • Telephone messaging and screening
    • Travel and accommodation bookings for PTA Investment Specialists
    • Arrange video / conference calls Portfolio Manager events:
    • RSVPs + prepare presentation packs, memory sticks, name tags, etc Conversations with Coronation and other workshops (currently limited due to Covid restrictions but may become more prevalent in August/Sep).
    • Flexibility in terms of time to attend all workshops in PTA
    • Prepare material for workshops PTA, labels, memory sticks, handouts, etc.
    • Keep formal calendar updated and ensure team calendars are managed
    • Manage RSVPs + registration process
    • Set-up and pack up at workshops
    • Alert Investment Specialists to and update CRM system with new client details Investment Specialists (IS):
    • Maintain and update Retail Calendar with all events and travel pertaining to PTA team
    • Database management –managing client information on behalf of the IS’s.
    • Facilitate requests for client meetings and manage IS diaries in consultation with them.
    • Provide assistance to IS’s in and out of office.
    • Submit expense and travel claims for IS’s.
    • Co-ordinate client requests for sponsorships, client seminars and platform events Office Management:
    • Purchase office consumables (stationery/cleaning products/printer cartridges etc)
    • Arrange electricians / plumbers / handyman services etc if required.
    • Manage invoice system (submit & follow up on payments)
    • Liaise with IT regarding all IT requirements
    • Manage & co-ordinate cleaner & cleaning duties
    • Maintain relationships with suppliers, landlord and neighbor tenants
    • Print and bind presentation packs for visiting CT staff
    • Assist with tea/coffee for boardroom meetings
    • Assist walk-in clients

    Receive & send courier packages

    • Ideal Experience
    • Proven Secretarial experience
    • Excellent PowerPoint and Excel Skills


    Ideal Qualifications Investment Industry Exposure Is Preferable

    • Most Important Attribute
    • Ability to work accurately and reliably under pressure
    • Organized and ability to multi-task
    • Professional telephone manner
    • Honesty and integrity

    Systems Knowledge

    • Proficient in MSWord, MSExcel, MSPowerpoint and MSOutlook
    • CRM experience an advantage

    Method of Application

    Interested and qualified? Go to Coronation Fund Managers on coronation.erecruit.co to apply

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