PA and Office Manager

SUMMARY:
Leading organisation within the "financial services and wealth management industry" requires a PA / Office Manager with 5 - 8 years relevant experience.  This is an office based role and is situated in Sandton.

POSITION INFO:
The individual is required to provide personal assistance to the CEO, COO and CFO, as well as diary management for the greater executive team
The individual is required to provide office management support to the central office and act as co-ordinator for regional offices regarding certain logistics
Management of all supplier relationships (i.e. Travel Partner, Courier Partner, Landlord for the central office, Cleaning Company and Office Supplies Partners to name a few), is important in the role. Provide general office administration and secretarial duties

Pro-active diary management for the Executives
Switchboard and main client reception from 08:00 - 17:00
Meeting/meeting room management
Typing, filing, compiling of board packs
Preparation and compilation of client/adviser packs, including agenda and taking of minutes where necessary
Organise and store paperwork and electronic documents appropriately
Hosting of meetings (venue, catering, attendees etc.)
Pro-active procurement of all office supplies
Management of cleaning staff and the supplier
Screens incoming calls and correspondence and respond independently when possible
Ensure queries, requests and complaints are screened and timeously referred to relevant executive or manager where appropriate
Co-ordinate and arrange all travel and accommodation efficiently, ensuring that the necessary travel arrangements/documents are in place. This includes travel for the Executives, Advisory Council, Conferences, Roadshows to name a few
Provide assistance with the annual conference as well as regional roadshows/client events
Provide general assistance during presentations, workshops and meetings
Prepare and distribute all documentation according to company standards
Ensure all relevant documentation is prepared in time for meetings
Ensure confidential documents, reports and information is handled appropriately
Attend to general office administration and secretarial duties
Manage the claims for the Executive Team

Qualifications and Experience
Matric and relevant tertiary qualification, certificate or diploma
Experience in the banking / financial services industry would be an advantage.
A minimum of 5-8 years’ experience in a similar position
Must be proficient in Microsoft Suite (in particular Word and Powerpoint).

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