Personal Assistant

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose Provide high-level administrative and operational support to senior executives and their teams within the Momentum Investments IT division. This role ensures efficient scheduling, communication, and coordination, enabling leaders to focus on strategic priorities. Responsibilities include managing sensitive information, optimizing workflows, and acting as a trusted liaison between executives and stakeholders. Requirements Qualifications & Experience Education: Bachelor’s degree in Business Administration, Management, or related field (or equivalent experience). Experience: 5–7 years as a PA in IT or financial services, supporting EXCO and MANCO leaders simultaneously. Duties & Responsibilities Diary Management & Logistics Schedule and manage meetings, workshops, and recurring sessions, ensuring venue availability and virtual links are set up. Resolve diary conflicts in collaboration with other PAs. Arrange special events, offsite sessions, and catering as required. Maintain and update the corporate calendar for Momentum Investments. Allocate preparation time for meetings within the calendar. Administrative Support Prepare and edit correspondence, presentations, and reports. Handle confidential information with discretion. Manage corporate credit card transactions and ensure 100% compliance with reconciliation policies. Process invoices and contractor payments via JDE, ensuring timely approvals. Track software licensing renewals and recurring payments. Monitor and report on team budgets, including discretionary spend for events and training. Meeting Coordination Prepare agendas, take minutes, and follow up on action items. Ensure all materials are distributed in advance and channels (e.g., Teams sites) are set up for collaboration. Communication Management Act as the primary point of contact for internal and external stakeholders. Screen and prioritize emails and calls, ensuring timely responses. Build strong relationships and maintain professionalism across all interactions. Presentation Development and Management Create and enhance presentations aligned with company branding. Ensure accuracy, visual appeal, and readiness for leadership meetings and conferences. Project Management Assist with planning and execution of special projects. Track progress and ensure timely delivery of tasks. Board & Manco Preparations Monitor receipt of meeting packs and agendas. Prepare and print documents as required. Ensure all action items and materials are ready ahead of meetings. Travel & Event Planning Arrange complex travel itineraries, accommodation, and visas. Organize team events, celebrations, and functional gatherings. Office & Team Support Oversee office supplies and equipment maintenance. Ensure smooth onboarding for new team members, including system access and workspace setup. Competencies Skills & Competencies Exceptional organizational and time-management skills. Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and collaboration tools (e.g., SharePoint). Strong written and verbal communication. Ability to manage multiple priorities in a fast-paced environment. High level of professionalism and discretion. Problem-solving mindset with attention to detail. Awareness of data privacy and compliance requirements. Personal Attributes Integrity: Maintains confidentiality and ethical standards. Proactive: Anticipates needs and takes initiative. Adaptable: Thrives in dynamic environments. Interpersonal Skills: Builds strong stakeholder relationships. Resilience & Emotional Intelligence: Handles pressure and complex situations effectively. #J-18808-Ljbffr