Personal Financial Executive Assistant to CEO - Financial Services

SUMMARY:
Our client, a dynamic Financial Services Provider is seeking to employ an Executive Assistant /Office Manager (Financial experience) to assist the CEO based JHB West/Auckland Park

POSITION INFO:

Typing and filing of all documentation for CEO.
Management of all flight bookings, car rental and accommodation for all employees.
Maintenance of Outlook calendars and scheduling of meetings for CEO.
Co-ordinating and scheduling of client and Trustee meetings.
Preparation of Trustee meeting agenda packs in pdf format, attendance of meetings
as required and drafting of minutes via dictation or recordings of the meetings.
Management of action items of Trustee meeting minutes.
Management of relationship with the company compliance officer
Maintenance of company compliance and FAIS files and submission of monthly
monitoring reviews to the compliance officer.
Scheduling of monthly training for consultants and administration managers.
Maintenance of KI and representatives’ CPD registers.
Collection of post from post office on a monthly basis.
Management of monthly payroll changes and submission to the payroll service
provider.
Management of the take-on process for new employees.
Engagement with healthcare service provider regarding any employee queries,
monthly contribution schedules and addition of new employees to the company’s
medical aid scheme.
Preparation of tenders, reports and proposals for submission.
Engagement with the IT service provider and logging of IT tickets on behalf of all
employees.
Following up on any outstanding IT issues on an ongoing basis.
Preparation of monthly industry articles and distribution to client contact database.
Monthly distribution of investment information to client contact database.
Quarterly distribution of legal updates to client contact base.
Provide assistance with the management of the company website and submission of
changes and updates for upload to the site.
Provide assistance with the upload of documents to client websites.
Management of the company’s Facebook and Twitter pages.
Management of the company’s document cloud depository.
Management and downloading of call recordings.
Management and supervision of the receptionist and cleaning staff.

Minimum Requirements:
Must have intermediate to advanced Microsoft Word and Excel experience.
Must have a basic understanding of Information Technology management
Experience in Mailchimp campaigns creation and audience management would be an
advantage.
Experience within the employee benefits consulting environment would be an advantage

Excellent writing and communication skills

Strong Computer Skills - MS Word, Excel, Powerpoint

Preferable experience working with Mailchimp, formatting documents.

NB! This job is now closed. You can apply for other jobs by uploading your CV.