Afrizan Team Assistant Jobs in South Africa

Synopsis

Team assistant to the SA Unit Trusts’ team.

Must have extensive experience in events planning as 50% of the role focuses on events.

Description

Key Responsibilities

Team Assistant:

• Extensive diary management (especially management of people and time)

• Travel arrangements including flights, car hire and accommodation

• Meeting arrangements (internal and external)

• Deal with client and staff queries in a professional manner

• Typing and formatting of documents and management of folders

• Taking actions at internal meetings and distributing to the team

• Miscellaneous errands as and when requested

• Coordinating due diligences, client meetings

• Booking meeting rooms / venues

• Compile meeting packs – printing and binding

• Receiving visitors / clients

• Arranging catering and refreshments for meetings

• Manage and reconcile all expenses on the expense system (KDS)

• Arrange client gifts as and when necessary

• Compliance - Ensuring that compliance approval is received in accordance with the FAIS regulations

• Ensure the office is tidy and log any issues with facilities accordingly

Events Responsibility:

• Arranging smaller ad hoc events (maximum 50 people)

• Coordination of external client events which includes but not limited to road shows, workshops, client conferences, golf days, breakfasts, lunches etc.

• Assisting in the coordination of internal staff team buildings / offsites

• Ability to travel

• Brief and objective discussions with Sales Manager and budget management

• Sourcing venues for events, dinners, workshops etc

• Distribution of invitations and following-up with clients via Salesforce and CVent

• Conducting electronic RSVPs and capturing all information correctly for all events

• Assisting in the online registration of guests at events as well as helping with set-up of

the event, attending and helping with smooth
running of event on the day

• Printing & collation of conference / roadshow / workshop/ information packs

• Providing final reporting post an event for event follow-ups

Risk & Compliance Responsibilities:

• Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, market abuse, etc.

• Ensuring Compliance training, declarations and relevant forms are completed on a timely basis

• Ensuring that firm and client data and property, including IT data, are properly protected

• Reporting any possible and actual breaches, errors, complaints or conduct issues.

• Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market
abuse

Requirements

Candidate Requirements

Technical Knowledge and Experience:

• Degree educated

• 3-5 years’ experience as a team assistant within the financial services industry.

• Work experience as an executive assistant to a client service team or senior management is essential

• Excellent written and verbal communication skills

System Skills:

• Extensive Outlook experience

• Advanced Microsoft Word, Excel and Powerpoint

Personal Attributes:

• Strong organizational capabilities

• Good communication and interpersonal skills

• Ability to work under pressure and use initiative as required

• Flexible, self-starter and able to cope under pressure

• The ability to work for a team of individuals, rather than a single person is important

• Must possess good attention to detail and require minimum supervision

• Motivated, patient, conscientious and proactive

• Systematic and administration orientated

• Ability to ensure sound team functionality

• Excellent telephone manner

• Able to work after hours if required

How to Apply

For more information and job application details, see; Afrizan Team Assistant Jobs in South Africa

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