Personal Assistant - RisCura

PURPOSE

• Provide administrative and personal support to Directors

REPORTS TO

• Business Support Manager

KEY RESPONSIBILITIES

• Proactively planning calendars and commitments.
• Communicating daily priorities and managing task list requirements of the Investment team, including following up on incoming issues and concerns, including those of a sensitive or confidential nature.
• Ensure the Director’s task list is optimally managed in collaboration with the MDs associate.
• Maintain a consolidated list of action items from various forums, committees, and meetings.
• Overseeing resolution of urgent client and internal matters while key members are travelling.
• Arranging internal/external in-person and conference call meetings for the Directors, including managing diaries, booking locations, arranging refreshments, travel logistics and finalising support materials and agendas, amongst other tasks needed for successful meetings/events.

• Arranging agendas, compiling documentation, recording, minute taking, and other administration needed for successful Board and other meetings.
• Proofreading, re-formatting and rounding off documents, with the assistance of Marketing and MD associate.
• Preparing PowerPoint presentations and other communications.
• Credit card and expense claim reconciliations, working closely with the Travel Admin.
• Facilitate travel arrangements and visas with travel admin housed in corporate services.
• Ensures database with contacts, making sure telephone numbers and e-mail addresses is established and maintained.
• Manage any ad-hoc projects/tasks for the Directors.
• Manage any personal tasks for the Directors.
• Additional business support for the Business Support team where needed.
• Adhoc Admin task.
• Events and conferences bookings.
• 2IC for the alternative Personal Assistant.
• Remind Directors of important deadlines (CPD and Fit and Proper).
• Assist Directors with CPD and Fit and Proper.

APPLICATION CRITERIA

• Grade 12
• Administrative Diploma (ADV)
• Other tertiary education

EXPERIENCE

• 2 years of experience in administrative support functions for a team of executives or senior managers
• Administrative support
• Effective office, team and business support management
• Calendar management
• Travel management
• Co-ordination of meetings/functions
• Compile, consolidate, edit and file important documentation.
• Assist with ad hoc requests and errands

COMPETENCIES

• Strong ability to plan and organise self and others.
• Manage diverse personalities.
• Strong work ethic.
• Ability to problem solve independently.
• Proactive and creative thinker.
• Ability to engage with clients.
• Ability to manage tasks with confidentiality and integrity.
• Ability to handle conflict.
• Analytically astute.
• Strong minute-taking skills.
• Ability to collate reports from numerous sources.
• Proficient in MS Office suite.
• Beneficial to have financial services industry experience.