Personal Assistant

Introduction Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market

Consult, being an authorized FSP, is able to offer our clients product solutions of all of the major life, health, saving, investments, short term and employee benefits providers in South Africa. We have contracts with 122 product providers in total.

Consult is one of South Africa’s largest and most respected financial planning and advice specialists with a national footprint of 280 financial advisers, including 50 specialist short term advisers, spanning across South Africa. We subscribe to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page
Role Purpose Support an executive and a number of senior professionals in their day-to-day activities, including anticipating and interpreting the requirements in terms of process management, project work and data management

Requirements Experience and Qualifications :

• Grade 12 / NQF Level 4
• Diploma in Business Administration or Secretarial will be an
• A minimum of 4 years' experience as an Assistant to Senior leaders and or executive within a large
• Highly proficient in MS office (excel, Word and PowerPoint).

Duties & Responsibilities Responsibilities and Work Outputs

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  Handle all administrative and secretarial activities (Internal Process)
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  Coordinate all day-to-day executive functions on behalf of the executive and their respective team
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  Provide personal administrative and logistical support to the executive and their team
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  Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings for the executive and their team
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  Proactively screen incoming calls and emails, correspondence and respond independently where possible
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  Capture all training on relevant systems
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  Follow up on agenda items and outstanding tasks
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  Coordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
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  Provide secretarial support (agenda, minutes, action plans etc.) for the preparation and successful execution of meetings, including committee meetings
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  Assist with on and off boarding of employees within the team
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  Ensure that the executive and team are set up for success
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  Keep the team's data and organograms updated
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  Support the flow of information within the executive’s office, ensuring that matters requiring their personal attention are handled speedily
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  Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
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  Accurately escalate complaints and queries to the relevant department
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  Ensure files are kept in order and easily accessible
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  Collate, compile, and distribute executive packs for important meetings, with a high level of detail orientation to ensure accuracy
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  Add to the executive's efficacy by facilitating ad hoc personal matters efficiently and with high levels of confidentiality
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  Build and maintain relationships with internal and external stakeholders and engage with these stakeholders in a client-centric manner
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  Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service
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  Develop and maintain productive and collaborative working relationships with peers and stakeholders
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  Positively influence and participate in change initiatives
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  Continuously develop own expertise in terms of professional, industry and legislation knowledge
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  Contribute to continuous innovation through the development, sharing and implementation of new ideas
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  Take ownership for driving career development
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  Contribute to financial controls for the executive and team through timeously loading receipts on the procurement system. Prepare and check invoices and load payments onto the procurement system for approval and conclude process once payment is approved
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  Identify solutions to enhance cost effectiveness and increase operational efficiency
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  Manage financial and other company resources under your control with due respect

Competencies Competencies and Skills

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  Business acumen
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  Client/Stakeholder commitment
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  Driving for results
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  Leads change and innovation
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  Collaboration
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  Impact and influence
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  Self-awareness and insight
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  Diversity and inclusiveness