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Personal Assistant

Personal Assistant

Liberty Group LimitedCape Town, Western Cape, South Africa
30+ days ago
Job description

Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.

Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.

In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.

To deliver secretarial, general office and administrative support services to manager(s) and or team(s) through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

1 - 2 years experience in a similar environment

Minimum Qualifications

Further Education and Training Certificate (FETC) (NQF Level 04)

National Diplomas and Advanced Certificates (NQF Level 06) in Office Administration

Process

  • Organise and arrange the logistical arrangements of meetings in an effective and efficient manner according to predefined standards.
  • Process bookings, reservations and related tasks timely and accurately in order to ensure effective travel arrangements.
  • Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
  • Type, edit and generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
  • Assist in the management of diaries and calendars effectively and efficiently in alignment with performance objectives.
  • Perform secretarial duties effectively and efficiently in alignment with performance objectives.
  • Maintains filing and records management system and other office flow procedures to ensure easy retrieval.
  • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
  • Proactively identify problems, apply known solutions and escalat​e more difficult problems.
  • Plan for task execution and adjust priorities against an established plan.

Customer

  • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
  • Finance

  • Adhere to specified standards, policies and procedures to prevent potential losses / wastage.
  • Learning and Growth

  • Contribute positively to own area‑specific knowledge improvement.
  • Governance

  • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalat​e risks where necessary.
  • Events and Meeting Coordination (Basic)
  • Internal office administration (Basic)
  • Organisation and Attention to Detail (Basic)
  • Interpersonal Effectiveness ()
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Communicating with Impact (Basic)
  • Customer Orientation (Basic)
  • Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.

    Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)

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