Job Description
What will you do?
Job Purpose
The Executive Personal Assistant will provide high-level secretarial, administrative, and organizational support to the Chief Executive, ensuring efficiency in daily operations. This role requires exceptional discretion, professionalism, and the ability to manage multiple priorities in a dynamic environment.
Key Outcomes
The following outcomes will be expected from the Executive Personal Assistant:
Executive Support:
- Provide confidential secretarial and administrative assistance to the CE and EXCO.
- Manage correspondence, communications, and information flow on behalf of the CE.
Diary & Travel Management:
- Efficiently coordinate and manage executive schedules, including appointments and meetings.
- Arrange local and international travel, including flights, accommodations, and itineraries.
Meeting Coordination & Documentation:
- Schedule and organize meetings, presentations, functions, and conferences.
- Coordinate board meetings, including compiling and distributing board packs.
- Prepare reports, including the Chief Executive report.
- Accurately record and distribute meeting minutes.
Administration:
- Handle incoming client queries, redirecting or resolving them as required.
- Manage invoice processing and payments.
- Oversee email, document management, and general office administration.
- Ensure efficient telephone and task-specific administrative support.
Stakeholder & Client Liaison:
- Serve as the primary point of contact between the CE and internal/external stakeholders.
- Build and maintain strong professional relationships.
Ad Hoc Tasks:
- Assist with finance-related administrative tasks.
- Support various projects and initiatives as required.
Qualifications and Experience
- Matric / Grade 12
- A Secretarial Diploma or similar qualification
- Minimum of 5 years of experience in a Personal Assistant capacity at Executive Management level in the Financial Services environment
- Proficiency in MS Office (Outlook, Word, Excel, PowerPoint)
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Planning and Organising
- Initiative and innovative/ function independently
- High level of attention to detail and accuracy
- Ability to handle sensitive information with discretion
- Verbal and written communication (English & Afrikaans)
- Strong relationship-building skills
Attributes
- Positive and proactive attitude
- High levels of professionalism, integrity, and confidentiality
- Ability to work under pressure
- Adaptability and problem-solving mindset
- Maturity and ability to work independently
What will make you successful in this role?
Qualification and Experience
Knowledge and Skills
Personal Attributes
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.