Personal Assistant

1 week ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction
Role Purpose

To provide an effective and efficient administrative, secretarial, and operational assistant function to support the Head of IFA distribution and team.
Requirements
- Matric
- 5 years or more experience as a personal assistant
- MicroSoft Office (Word, Excel, PowerPoint, and Outlook) expert
- Working with intermediaries and their requirements and queries.
Duties & Responsibilities

Internal Collaboration:

- Effective and consistent service delivery and support to all internal clients.

Internal Process:

- Ensure queries are escalated and followed up
- Investigation of enquiries
- Resolve all enquiries according to need identified per enquiry including commission queries and payments to stakeholders.
- Inform managers of the status of all enquiries
- Assist with ad-hoc audits/investigations
- Assist in preparing presentations

System Administration:

- Attend to all profile requests
- Arrange access to all systems for new and existing staff

Contract Management:

- Broker agreements administration with MDS as well as ad-hoc payment enquiries.

Budget Management:

- Capturing of the budget
- Monitoring and reporting on the budget monthly and highlight over-spending.

Office Management:

- Attend Manager meetings and take minutes as required
- Minutes of meetings shared
- Order stationery, arrange birthday gifts and decorations
- Distributing ad-hoc MIS reports to brokers houses

Reporting:

- Submit monthly data/stats reports to manager on time and per agreed specifications

Diary management:

- Manage diaries of Head of IFA
- Manage inbox of Head of IFA
- Arrange meetings and refreshments
- Communicate all appointments to relevant parties involved
- Flights and accommodation arrangements for manager and staff

Payments:

- Processing of payments to service providers and employees on the procurement payment system

Travel Arrangements:

- Manage all travel arrangements according to specifications and within the agreed timeframe (Flights, Hotel, and Car Hire)

Values:

- Live the Momentum values
- Value assessment results at an acceptable level

Performance and Development:

- Manage own performance and development by ensuring performance contract in place
- Have quarterly performance review discussion with manager
- Have updated and signed personal development plan in place
- Back-up support for special events coordinated by the communication specialist in Momentum Insure
- Support for special events coordinate on special events/launches
Competencies


Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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