Personal Assistant

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose Provide an effective and efficient administrative and operational assistant function to support the management team.

Requirements

• Matric
• Relevant tertiary qualification.
• 5 years administration experience in Financial Services environment

Duties & Responsibilities FSCA

• Be responsible for editing rules and amendments for submissions
• Assist with drafting of submission cover letter
• Submit necessary documentation to FSCA.
• Follow up on approval of submissions with necessary stakeholders.
• Manage documentation in client folder once approved
• Keep Amendment register updated.
• Act as a FSCA liaison.
• Assist with and direct FSCA queries etc submissions, to the relevant parties.

Consultants Forums

• Setting up of Consultants Forum sessions
• Arranging presenters for the Consultant Forums
• Draft and approve final agenda for Consultant Forums
• Publishing all relevant presentations on MS Teams
• Arranging Board rooms in all regions and Video Conferencing connections
• Arrange Refreshments
• Ensure Attendance register is completed by attendees for all sessions
• Prepare and submit applications for CPD points
• Issue certificates once approved by FPI
• Annual Payment for CPD Programme renewal
• Annual Payment for CPD Provider renewal

Finance

• Process JDE- Invoices for MCA (FAI, FPi, metrofile)
• Process expense claims for corporate card recons
• Ensure accurate electronic Record keeping of all claims submitted
• Process with new vendor onboarding
• Process expense claims for Out of Pocket expenses on WeExpense

Admin

• Conversion of documents from PDF to Word.
• Ensure all appropriate documents are password protected.
• Update and collate documents and annexures for proposals and tenders for MCA.
• Process and assist with travel expense claims.
• Ensure travel arrangements are processed timeously eg flights and accommodation.
• Laptop serial number register and out of warranty project.
• Ordering of new laptops and ensuring distribution runs smoothly.
• FPi – Member renewal monitoring and payments.
• Updating of corporate members linked to employers.
• Monitoring of CPD stats.
• Arranging attendance of conferences i.e PLA.
• Arranging of attendance of webinars.
• Arranging team building.
• IRFA annual membership renewal.
• Arranging of signature of documents – MCA & Clients.
• General Personal Assistant functions for MCA.
• Merging of documents as and when needed.

Technical committees and KI Forum

• Support all technical committee chairpersons and key individuals.
• Ensure governance documents are submitted and obtained.
• Assist to ensure technical committee and key individual year plans are executed.

Compilation of data or documents

• Assist consultants in obtaining data or documents for Management Information and audits.

Competencies

• Business Acumen
• Client/Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-awareness and Insight
• Diversity and Inclusiveness