Executive Personal Assistant

In brief

**Overview** This role at Fundi Capital is for an Executive Personal Assistant who will provide high-level executive, administrative, and operational support to the Executive Head: Lending. The core purpose of this position is to ensure the Executive Office is managed effectively, thereby enabling the Executive Head to concentrate on strategic leadership, sales performance, and stakeholder engagement. This is accomplished by professionally, discreetly, and efficiently managing diaries, travel, expenses, reports, communications, and confidential information, ensuring the Lending department consistently operates in a productive, organized, and compliant manner. **What you will do** * **Financial & Office Administration:** * Forecast and plan expenses for the Executive Office using SAGE. * Limit and manage travel costs for the Executive Head and their team. * Manage the Executive Head's credit card usage, including reconciliation and submission. * Manage stakeholder and sponsorship costs, including budget tracking. * Manage invoices, purchase orders, and expense claims for the Lending Executive Office. * **Strategic & Operational Support:** * Develop and maintain systems designed to improve the operational efficiency of the Executive Office. * Enhance operational processes to support service delivery and reduce costs. * Track action items from EXCO, Manco, and strategic meetings, ensuring their follow-through. * **Stakeholder Engagement & Coordination:** * Share necessary information/knowledge with internal stakeholders as and when requested by the Executive Head. * Collaborate with internal teams (Marketing, Legal, IT, Verifications, L&D, Finance, Customer Experience) to ensure SLAs/SOPs are aligned. * Coordinate monthly engagement diaries to stay abreast with support functions. * **Operational Efficiency & Executive Support:** * Conduct weekly catch-ups with the Executive Head and manage the agenda. * Proactively manage the Executive Head's diary, meetings, and correspondence. * Keep the Executive Head abreast of all developments across regions, including business unit's operational matters. * Represent the Executive Head in internal and external meetings as and when requested, taking minutes and distributing actions. * Support the Executive Head in developing presentations, proposals, business cases for sales, and EXCO/CEO reports. * Ensure timeous submission and quality control of monthly/quarterly Activity Plans, Activity Reports, EXCO Report inputs, and CEO report inputs to the Executive Head. * Compile monthly, quarterly, and annual reports as required by the business. * Report expenses, sales activities, and projections with accuracy and promptness. * Perform a preliminary accuracy check of commission and incentive schedules against approved source data before submission to the Executive Head. * Maintain highly confidential information, filing on M-files and ensuring POPIA compliance. * **Events Travel Coordination:** * Ensure the Executive Head approves conferences and national events in advance. * Ensure all travel arrangements are made at least 2 weeks in advance, unless urgent business requires otherwise. * Coordinate Sales leadership meetings and team engagements logistics. * **Contracts, Audit & Compliance Administration:** * Attend all internal training. * Maintain a register of regional contracts and follow up with managers on renewals, expiries, and outstanding documentation. * Ensure all new contracts are reviewed by Legal before signing and track their status. * Flag new contracts whose terms may not align with internal commercial and pricing policies for review by Legal and Finance, then load contracts to M-files. * Follow up with all relevant stakeholders to submit audit requirements as and when required. * Provide an audit tracker to the Executive Head monthly and/or when requested. **Requirements (from the original advert)** * **Qualifications & Experience:** * National Diploma/NQF6 in Business Administration / Office Management / Executive Support. * Bachelor's Degree in Business Administration or related field. * At least 5 years’ proven experience as Executive Assistant / Personal Assistant / Executive Office Manager supporting C-Suite or Executive level. * At least 3 years' experience in financial services / sales environment (advantageous). * **Competencies:** * **Knowledge and skills:** * Understanding of fintech sector and Fundi's offering. * Understanding of executive office management and best practice. * Strong administrative, diary and travel management skills. * High level of confidentiality and discretion. * Report writing and presentation compilation. * Knowledge of operational efficiency and office procedures. * Knowledge of Lending product structures (advantage). * Proficient in MS Office (Advanced PowerPoint, Excel), working knowledge of SAGE and M-Files (advantageous). * **Behaviours:** * Analytical thinking. * Conceptual thinking. * Results focused. * Ability to network and build relationships with ease. * Self-Confidence. * Collaboration. * Innovative. * Highly professional and discreet. * **Attributes/Attitudes:** * Disciplined and methodological. * Highly self-motivated and directed. * Tenacious and resilient. * Works independently, motivated by own drive and enthusiasm. * Adaptable and able to thrive in a fast-paced environment. * Customer-focused with a strong commitment to service excellence. * Excellent time management and ability to prioritize under pressure. * Maintains confidentiality at all times. **Who should apply** This position is suitable for a highly professional, discreet, and efficient individual committed to service excellence. The ideal candidate will be self-motivated, disciplined, and adaptable, capable of providing high-level executive, administrative, and operational support with a strong focus on organization, compliance, and enabling strategic leadership. They should possess strong analytical and conceptual thinking skills, be results-focused, and proficient in networking and collaboration, particularly within a fast-paced environment while handling confidential information. Significant experience supporting C-Suite or Executive level roles, ideally within financial services or sales, is crucial. **Deadline** Not specified **Reference** Original posting: https://www.jobmail.co.za/jobs/it-computer/other-it-computer/roodepoort/executive-personal-assistant-id-7612210 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 3 years of experience.

• Microsoft Excel
• Microsoft Office
• Sage / Pastel
• Payroll

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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