Team Assistant / Co-ordinator (Prescient Investment Management) at Prescient Holdings (Pty) Ltd

DUTIES & RESPONSIBILITIES

Providing sales support to the Business Development and Investment teams including, but not limited to

• Manage diaries, appointments, flights, accommodation, and any other travel logistics
• Ad hoc enquiries, fund and admin related queries and all other requests externally and internally
• Providing support with Marketing material, correspondence and presentations as required by the sales team
• Ensure that regular communication for IFA’s is timeously distributed

Provide support at various industry events as required

• Assist with managing the invitation process and RSVPs process in support of the Marketing function, as required
• Provide support in terms of arranging venues and general venue logistics coordination
• Ensure all presentations are received and formatted
• Manage welcoming of attendees and any queries
• Co-ordinate any travel relating to events

Client Relationship Management System

• Support the business development teams in ensuring that that client data is up to date. Inputting client data as directed
• Set-up and maintain distribution lists for client communication
• On a quarterly basis, do a review of contacts and update as appropriate

REQUIRED EXPERIENCE

Minimum 5 years’ experience in a similar administrative / secretarial position within Asset Management ideally dealing with a range of investors and clients

REQUIRED QUALIFICATIONS

• Strong PowerPoint and Excel skills required
• Experience with managing multiple diaries and booking of flight and accommodation

KEY COMPETENCIES

• Excellent interpersonal skills, excellent communication skills oral and written
• Outstanding organizational abilities
• Aptitude in decision-making and problem-solving
• Strong work ethic, self-motivated
• Client centric and client service orientation
• Ability to listen and respond to new ideas, input and diverse perspectives
• Structured work style and attention to detail
• Discretion