Personal Assistant: Principal Investments

Job Description

Hello Future Personal Assistant,

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Are You Someone Who Can

• Coordinate BU Head's and team calendar, scheduling meetings, and appointments to optimise time management and ensure all commitments are met efficiently.
• Prepare agendas, presentations, and reports for internal and external meetings, ensuring the manager is well-prepared with all necessary materials in advance.
• Organise domestic and international travel plans, including booking flights, accommodation, and ground transportation, ensuring compliance with company policies and budgetary constraints.
• Maintain and organise electronic filing systems for critical business documents, ensuring that all records are easily accessible and up to date.
• Draft, review, and distribute professional emails, letters, and other correspondence on behalf of the manager to internal and external stakeholders.
• Serve as the first point of contact for clients and stakeholders, managing relationships professionally and ensuring queries are directed to the appropriate channels.
• Process and reconcile the manager's expense claims, ensuring adherence to company policies and timely submission of required documentation.
• Plan and manage logistics for team and client events, including booking venues, catering, and coordinating all necessary event materials and presentations.
• Compile and distribute regular reports on business performance, project updates, and other relevant data to ensure the manager has clear visibility of ongoing activities.
• Manage sensitive business and personal information with the utmost confidentiality, ensuring data protection and compliance with legal and ethical standards.
• Assist in the prioritisation of tasks and projects, ensuring urgent items are addressed promptly while maintaining attention to routine tasks.
• Leverage FirstRand Group capabilities to take advantage of opportunities that will benefit the business area.
• Take part in special projects within the ambit of the business area and remain appraised of all developments so that the relevant support can be rendered to the various teams/individual professionals/line managers.
• Liaise with various internal departments to ensure smooth collaboration and coordination on business projects, tracking progress and updating the manager as needed.
• Maintain records of the manager’s activities, deadlines, and follow-ups, ensuring that no critical tasks are overlooked and that deadlines are consistently met.
• Provide administrative support for special projects, including compiling research, creating spreadsheets, and assisting with the project’s overall coordination.
• Attend key meetings and record minutes, highlighting action items and ensuring timely follow-up on deliverables from various stakeholders
  
  

Role

The candidate would also need to play a role in coordinating the IBD Investment Committee (“IBD IC”) process which would involve:

• Scheduling IBD IC invites;
• Ensuring acceptance of the invites from a quorum perspective;
• Ensuring the IBD IC documents are distributed timeously before the IBD IC meetings;
• Ensuring minutes are kept and circulated for approval;
• Following up on outstanding minutes;
• Getting minutes signed by the IBD IC chairperson and filing these minutes;
• Tracking and keeping record of all the minutes and approvals obtained.
  
  

You Will Be An Ideal Candidate If You

• Have at least 5 years experience in a similar role; Banking experience beneficial
• Relevant undergrad degree
• Strong work ethic with a self-starter attitude and a keenness to take ownership of the role’s opportunities and personal development
• Resilience and an openness to receiving and sharing feedback,
  
  

You Will Have Access To

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate
  
  

We Can Be a Match If You Are

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
  
  

Are you interested to take the step? We look forward to engaging with you further. Apply now!

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

14/06/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.