Senior Personal Assistant

Introduction

Momentum Group Limited (Momentum Group) is a significant player in South Africa's life insurance and integrated financial services sectors. We are a proud Level 1 B-BBEE South African-based group dedicated to building and protecting our clients' financial dreams. Our client-facing retail and specialist brands, including renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties, play a pivotal role in fulfilling this purpose.

Group Finance provides financial governance, strategic enablement and reporting across Momentum Group. As subject matter experts in many finance-related functions, we play a central role in evaluating potential corporate financial deals and serve as the focal point for tax-related matters, such as new regulations and compliance

We are seeking a highly professional, proactive, and service-oriented Senior Personal Assistant to provide comprehensive executive support to the Heads of Corporate Finance and Group Tax. This pivotal role is responsible for enabling the effective functioning of the leadership team through exceptional administrative, organisational, and business support services.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To provide an effective and efficient business enablement and administration function to support the Heads of Corporate Finance and Group Tax.

Requirements

• Matric
• Office administration, secretarial or equivalent qualification
• At least 8 years business enablement and administrative experience in a financial services environment supporting an executive/senior manager
• Microsoft Suite (Word, Excel, PowerPoint)
• Meeting preparation and logistics
• Computer literacy
• Budget Management & Project Management

Duties & Responsibilities

INTERNAL PROCESS:

• Prepare agenda packs and manage logistics of internal governance meetings
• Liaise with (high profile) external stakeholders to arrange meetings and visits
• Coordinate projects as agreed with line managers
• Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings
• Coordinate and maintain the Executive’s diaries, schedule meetings and appointments
• Screen incoming calls, correspondence and respond independently where possible
• Provide secretarial support (agenda, minutes, action plans etc.) for the preparation and successful execution of meetings for all team members
• Support the flow of information within the manager's office, ensuring that matters requiring their personal attention are handled speedily
• Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given time frames
• Prepare and verify invoices, ensuring timely payments and adherence to Service Level Agreements (SLAs)
• Order and control office supplies
• Ensure files are kept in order and easily accessible
• Collate, compile and distribute documents to the required standards and within defined time-frames
• Attend to ad hoc personal matters

CLIENT PROCESS:

• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility

PEOPLE PROCESS:

• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Develop and maintain productive and collaborative working relationships with colleagues, peers and stakeholders
• Creates a team spirit and excitement and positive motivation.
• Behaves ethically and always treats colleagues with respect and dignity
• Shares information and the rationale proactively with the team
• Fosters a trusting environment for open and honest communication
• Builds trust and respect with people outside immediate team as well as outside the company
• Understands unstated or less obvious reasons for others' concerns, behaviour, and perspective
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Demonstrates openness and acceptance to others' ideas
• Take ownership for driving your career development

Competencies

• Interaction with people
• Embracing change
• Attention to detail
• Sense of confidentiality and ability to be discreet
• Sense of urgency
• Attention to detail
• Decision making
• Teamwork
• Following procedures
• Maintaining composure
• Meeting deadlines
• Strong verbal and written communication
• Problem-solving
• Interpersonal skills
• Professionalism