Investment Team Assistant - RisCura

PURPOSE

Provide administrative support to the Investment team in RisCura’s Investment Management business to facilitate the smooth running of this function.

REPORTS TO

• Investments 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 Investment Team task list is optimally managed in collaboration with the Investment management team
• 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 Investment team, 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 investment team meetings
• Proof-reading, re-formatting and rounding off documents
• 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 Investment Team.
• Additional business support for the Investments team management where needed
• Adhoc Admin task
• Events and conferences bookings

APPLICATION CRITERIA

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

EXPERIENCE

• 5 to 10 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
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