PA handling diary and travel logistics, call management, and administrative tasks at Sanlam Private Wealth, focusing on high-net-worth private clients' needs.
Responsibilities
Manage diary and travel logistics
Screen and direct calls & emails and distribute correspondence
Manage information flow in a timely and accurate manner
Compile and share minutes of meetings with relevant stakeholders
Manage all request for payments-allocate accordingly and reconcile budgets monthly
Collect, collate and prepare data for monthly BI dashboard reporting purposes
Co-ordinate, project manage and assist with ad-hoc projects as required
Ensure reception area is always tidy and presentable
Welcome and direct visitors as they arrive
Answer incoming calls and direct them to the appropriate person
Manage meeting room bookings and calendars
Order all branded and general stationery and manage the storage of corporate items
Order office supplies
Manage incoming and outgoing post and liaising with courier companies
Requirements
Own transport and Driver’s License
Excellent MS Office knowledge
Excellent verbal and written communication skills (English & Afrikaans)
Outstanding organisational and time management skills
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