Investment Team Assistant

2 weeks ago


Cape Town, Western Cape, South Africa Guardian Recruiting Full time

_Job Specification_
Provide administrative support to the Investment team in Our Clients Investment Management business to facilitate the smooth running of this function
Proactively planning calendars and commitments
Communicating daily priorities and managing task list requirements of the Investment team
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 traveling
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
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

_Minimum Requirements_
Grade 12
Administrative Diploma (ADV)
Other tertiary education
5 to 10 years of experience in administrative support functions for a team of executives or senior managers
Supported at a Directors level before
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
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

information may be shared with the relevant stakeholders in the business.

All job postings are in accordance with our Client's BEE requirements

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