Job Description

Closing Date 2023/09/29
Reference Number MMH230915-4
Referral Platform URL
Job Title Executive Associate
Position Type Permanent
Role Family Operations
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Role Purpose

The role of EA is crucial to ensure that the CEO: Momentum Investments are set up for success. This role will support the CEO in all forums and engagements so that actions that stem from these are seen through to execution.
Requirements

Qualifications, Experience and Knowledge

• Com Degree.

• Com Honours (preferred).

• Experience in client service would be a benefit.

• Experience in managing projects would be beneficial.

• 3 yearsxe2x80x99 experience in Financial Services, ideally in Momentum Investments.

• Ability to convert notes/briefs into presentations with the core information required.

• Familiar with social media and ability to professionally respond on posts.

Duties & Responsibilities

Responsibilities and work outputs

• Assisting with the logistics and meeting arrangements of and attending all relevant engagements with the CEO: Momentum Investments to ensure appropriate notes are taken and that actions agreed in these engagements are tracked and delivered.

• Managing the relationships and expectations by developing partnerships that will keep all stakeholders informed.

• Managing the media profile of the Momentum Investments: CEO and to act as a media contact in partnership with Marketing, to optimise public relations opportunities and exposure.

• Tracking projects that support the realisation of the organizationxe2x80x99s strategic plans. The role of the EA will be to ensure that the CEO: Momentum Investments is kept up to date of progress and concerns to ensure these projects are tracking as planned and delivered successfully.

• Supporting the CEO: Momentum Investments to effectively align time and focus across Momentum Investments to meet multiple stakeholder and business needs.

• Assisting with driving the resolution of issues on behalf of the CEO where required.

• Provide and support the implementation of business solutions by building relationships and partnerships with key stakeholders.

• Keeping abreast with key developments within the investment management industry to ensure the CEO is kept abreast of what is happening in the industry.

• Tracking, controlling and influencing business activities with the specific aim to increase and improve operational service & efficiencies.

• Fostering collaboration through engagement with key stakeholders in order to enable delivery of key strategic and operational project outcomes in support of the CEO. This includes the identification and reporting of any significant performance issues to assist in resolving those. This means one would need to stay close to stakeholders and understanding the strategy and actions to deliver these.

• Conducting regular engagement with stakeholders in order to cascade information where required.

• Build and maintain relationships with internal and external stakeholders in order to engage on behalf of the CEO: Momentum Investments where and when required.

• Participating and contributing to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. This role is an extension of the CEO and therefore it is important to act and behave in a way that is in line with the values the CEO: Momentum Investments is driving.

• Being an ambassador of the CEO office and demonstrate exemplary behaviour, through personal involvement, commitment and dedication in support of organisational values.

• Encouraging innovation, change agility and collaboration within the team.

• Managing financial and other company resources under their control with due respect.

• Building all presentations on behalf of CEO: Momentum Investments in line with requirements.

Competencies

Competencies and Skills

• Business Acumen: Understands how an investment business and specifically Momentum Investments operate, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.

• Analytical ability: Ability to understand, analyse and synthesize business requirements. Ability to take notes in meetings and to turn these into presentations and actionable items and lists for the CEO to act upon.

• Client/ Stakeholder Commitment: Anticipates, meets, and exceeds clientxe2x80x99s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

• Drive for Results: Drive a sense of urgency, focus, accountability, agility, and execution to deliver business results.

• Collaboration: Prioritises the business interests of Momentum Investments and invests in the success of the group by aligning effort across divisions.

• Impact and Influence: Persuades, convinces, influences, and inspires others, both within Momentum Investments, MMH and externally to win support and loyalty towards the business.

• Self-Awareness and Insight: Manages self and relationships with others effectively, deals with ambiguity, uncertainty, and pressure, and provides perspective in difficult situations.

• Diversity and Inclusiveness: Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan