Job Description

Closing Date 2025/08/07
Reference Number MMH250731-12
Job Title Executive Personal Assistant
Position Type Permanent
Role Family Administration
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 other 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 Group provides practical financial solutions for people, communities and businesses.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To provide administrative support to senior executives at Momentum Investments as well as their teams, ensuring efficient operation and management in setting the senior leaders up for success. The role involves handling sensitive information, managing schedules, coordinating meetings, and acting as a liaison between the leader and internal as well as external stakeholders but also doing tasks that will set the senior leader and their teams up for success.
Requirements
Qualifications, Experience and Knowledge

• Bachelor's degree in Business Administration, Management, or related field.
• Minimum of 5-7 years of experience in a similar role, preferably in a financial services environment.
• Experience in supporting EXCO and MANCO leaders at the same time.

Duties & Responsibilities
Diary Management & Logistics:

• Schedule meetings, workshops, and extended sessions, confirming venues and arranging catering where required.
• Liaise and manage diary conflict with other PA's.
• Prepare for meetings by ensuring venues are ready and virtual links are set up.
• Schedule recurring meetings upfront and ensure venue availability.
• Arrange special events and functions and offsite sessions for the functional team.
• Liaise with other PA's in compiling the corporate calendar for Momentum Investments and scheduling meetings accordingly upfront.
• Schedule appropriate time for preparation of meetings within calendar.

Administrative Support:

• Manage and maintain schedules, including appointments and meetings ahead of time.
• Prepare and edit correspondence, communications, presentations, and other documents.
• Handle confidential information with utmost discretion.
• Manage corporate credit card transactions and expense claims.
• Handle JDE transactions, including payment of invoices and contractor salaries where applicable. Manage timeous response and payments of invoices.
• Track software licensing and other recurring payments.
• Provide support to track budget for the team effectively.
• Ensure credit cards are reconciled as per company policies.
• Manage and review discretionary budgets relating to events, training, stationery, equipment and other relevant categories.

Meeting Coordination:

• Coordinate meetings, including preparing agendas, taking minutes, and following up on action items.
• Ensure all necessary materials are prepared and distributed in advance.
• Ensure all preparation work has been completed before meeting occurrence.
• Ensure relevant channels (Teams etc) are developed as needed for specific requirements (like Teams sites for leadership teams).

Communication Management:

• Act as the primary point of contact between the senior leader and internal as well as external stakeholders.
• Screen and prioritise incoming communications, including emails and phone calls.
• Build relationships and demonstrate empathy with internal teams, vendors, and clients.

Presentation Development and Management:

• Create, edit, and enhance presentations for senior leaders to use in meetings, conferences, and other events.
• Ensure presentations are visually appealing, accurate, and aligned with the company's branding and messaging.

Project Management:

• Assist in the planning and execution of special projects and initiatives.
• Track progress and ensure timely completion of tasks where needed.

Preparation for MANCO and Board Meetings:

• Monitor receipt of meeting packs and agenda documents.
• Print and prepare documents as required.
• Ensure action items and necessary materials are ready for meetings.
• Ensure appropriate time is booked within the calendar for preparation of meetings.

Travel arrangements and planning:

• Arrange complex and detailed travel plans and itineraries for travel.
• Arrange accommodation and ensure that the senior leader is set up to work effectively.
• Arrange relevant documentation e.g. visa applications where required.

Event support within the functional team:

• Coordinate logistics for functional team events and functions.
• Organise team events, birthday celebrations, and other functions that the senior leader considers important.

Office Management:

• Oversee the maintenance of office supplies and equipment.
• Ensure the executive office operates smoothly and efficiently.
• Keep the standard record of all office supplies and equipment.

Setting up new starters:

• Ensure that new starters in the team is set up with a computer with access to the right systems to contribute to the team deliverables quickly.
• Ensure you stay close to the team to set the leader(s) up for success and to overcome challenges on the floor quickly.

Competencies
Competencies and Skills

• Exceptional organisational and time-management skills.
• Strong written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
• Ability to handle multiple tasks and prioritise effectively.
• High level of professionalism and discretion.
• Strong problem-solving skills and attention to detail.

Personal Attributes:

• Integrity: Demonstrates high ethical standards and maintains confidentiality.
• Proactive: Takes initiative and anticipates the needs of the executive.
• Adaptable: Able to work in a fast-paced and dynamic environment.
• Interpersonal Skills: Builds strong relationships with stakeholders at all levels.

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.