Personal Assistant to Global Head of Institutional

6 months ago

Claremont, South Africa Coronation Fund Managers Full time

To organize and support the Global Head of Institutional Business, the Institutional Client Service Fund Managers, and the wider team reliably and accurately.

The Institutional Business team (CIB) is a high-performance team that is the client face for institutional clients of Coronation in both the South African and International Markets.

**Duties and Responsibilities**:

- Provide full support to the Global Head of Institutional Business including, but not limited to:

- Extensive diary management and calendar bookings
- Travel arrangement of domestic and international travel, accommodation, and visas
- Arrange meetings, including video, MS Teams, Zoom, Skype and conference calls, and manage all boardroom bookings, venue, and catering arrangements
- Telephone screening and messaging
- Process reimbursement forms and perform expense reconciliations
- Assist with ad hoc administrative tasks
- Ad hoc personal tasks
- Provide full administrative support to client service fund managers in and out of office (as detailed above)
- Organise and coordinate team events (as detailed above)
- Keep the CRM contact database (Salesforce) up to date
- Maintain synchronized filing, both business and personal
- Prepare agendas, reports, presentations, minutes etc.
- Prepare monthly team interaction stats needed for management report
- Collate and manage online submission and approval of leave requests.
- Manage new starter and exit forms for staff joining/leaving.
- Manage and submit invoices and keep track of payments
- General office management including ordering stationery & other office supplies
- Assist with the team inbox management and answering of client queries
- Develop relationships with key business partners and other stakeholders
- Back-up to the other PAs in the team
- Assist with general administration tasks and projects in the area, as and when required

**Ideal Experience**:

- Proven experience as a Personal Assistant, preferably in the Financial Services industry

**Ideal Qualifications**:

- Grade 12
- Secretarial Diploma
- Commerce Qualification or part thereof would be an advantage

**Most Important Attribute**:

- Highly organized and efficient
- Trustworthy with a high level of integrity
- An ability to work under pressure in fast moving environment
- Proactive and able to use initiative
- Works well in a team
- Mature, confident, responsible, and accountable individual

**Systems Knowledge**:

- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint

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