Personal Assistant - Coronation Fund Managers

Job Description    

• 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
• Keep track of deadlines and respond to emails timeously
• 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 a 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