Personal Assistant

4 days ago

Sandton, South Africa Momentum Corporate Full time

**Introduction**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Provide an effective and efficient administrative and operational assistant function to support the management team.**Requirements**:

- Matric
- Relevant tertiary qualification.
- 5 years' administration experience in Financial Services environment

**Duties & Responsibilities**
- FSCA- Be responsible for editing rules and amendments for submissions
- Assist with drafting of submission cover letter
- Submit necessary documentation to FSCA.
- Follow up on approval of submissions with necessary stakeholders.
- Manage documentation in client folder once approved
- Keep Amendment register updated.
- Act as a FSCA liaison.
- Assist with and direct FSCA queries etc submissions, to the relevant parties.

Consultants Forums
- Setting up of Consultants Forum sessions
- Arranging presenters for the Consultant Forums
- Draft and approve final agenda for Consultant Forums
- Publishing all relevant presentations on MS Teams
- Arranging Board rooms in all regions and Video Conferencing connections
- Arrange Refreshments
- Ensure Attendance register is completed by attendees for all sessions
- Issue certificates once approved by FPI
- Annual Payment for CPD Programme renewal
- Annual Payment for CPD Provider renewal

Finance
- Process JDE- Invoices for MCA (FAI, FPi, metrofile)
- Process expense claims for corporate card recons
- Ensure accurate electronic Record keeping of all claims submitted
- Process with new vendor onboarding
- Process expense claims for Out of Pocket expenses on WeExpense

Admin
- Conversion of documents from PDF to Word.
- Ensure all appropriate documents are password protected.
- Update and collate documents and annexures for proposals and tenders for MCA.
- Process and assist with travel expense claims.
- Ensure travel arrangements are processed timeously eg flights and accommodation.
- Laptop serial number register and out of warranty project.
- Ordering of new laptops and ensuring distribution runs smoothly.
- FPi - Member renewal monitoring and payments.
- Updating of corporate members linked to employers.
- Monitoring of CPD stats.
- Arranging attendance of conferences i.e PLA.
- Arranging of attendance of webinars.
- Arranging team building.
- IRFA annual membership renewal.
- Arranging of signature of documents - MCA & Clients.
- General Personal Assistant functions for MCA.
- Merging of documents as and when needed.

Technical committees and KI Forum
- Support all technical committee chairpersons and key individuals.
- Ensure governance documents are submitted and obtained.
- Assist to ensure technical committee and key individual year plans are executed.

Compilation of data or documents
- Assist consultants in obtaining data or documents for Management Information and audits.

**Competencies**
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-awareness and Insight
- Diversity and Inclusiveness

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