Executive PA to MD; CEO, COO, Unlisted Team and Listed Team
Lakeside
Summary
Dedicated executive assistant with experience supporting C-level leaders in asset management. Skilled in organizing busy schedules and creating seamless workflows. Committed to driving efficiency and fostering positive relationships. Eager to learn and adapt in a dynamic industry. Ultimate goal is to make each day smoother and more productive for leadership, contributing to organizational growth and success in asset management.
Overview
1825
1825
years of professional experience
1
1
year of post-secondary education
Work History
Executive Personal Assistant
Mergence Investment Managers
Cape Town
06.201 - Current
Manage the Diary of COO, MD, Unlisted, and Listed Team.
Setting up and coordinating meetings.
Respond to meeting requests, whether internal or external.
Assist all other EXCO members with ad hoc requests.
Assisting the Listed and Unlisted Teams with deal closing procedures and signing of deal sheets, Drawdowns, Shareholder Agreements, NDAs, Dividends.
Set up monthly ExCo and bi-monthly ExCo offsite meetings, which include venue confirmation as well as any other amenities as and when requested.
Set up MUIM Board & AGM Meetings.
Set up all meetings pertaining to Companies' clients.
Confirm meetings with respective clients and advise the relevant Portfolio Managers thereof.
Support and assist in terms of all travel, client support, meetings, etc., as and when instructed.
Support business heads in the Company Registering and License applications for new/additional Mergence entities.
Manage all flight arrangements, local and International for the following teams/individuals: CRM, Business Development, COO, Director of Investments, Business Development Manager, Non-Executive Director, and Namibian Directors.
Travel Management; Accommodation, Car Hire, Visas, Shuttle services, Forex
Assist with collating and preparing presentations for Due Diligence.
Drafting Agendas, preparing Meeting Packs for EXCO and Board Members.
Managing all broker meetings for the Listed team, making sure of Analysts are aware of sector coverage meetings and webinars.
Maintaining and capturing the Management meeting attendance for the Listed Team for submission to the PIC
Work with the CRO, General Counsel and Group Company Secretary to plan and manage Board & committee agendas. Assist the Company Secretary with timely delivery of high-quality, professional Board papers via the chosen portal for the main quarterly meetings as well as any ad hoc meetings.
Work closely with other EA to C-suite on all Board logistics and planning.
Coordinate with other EAs and support team members on the scheduling of Board dates, and communicate those dates to all concerned for their awareness and related planning.
Attend ExCo meetings as required to support the CRO. Take minutes, track actions, and assist the CEO with any required follow-ups.
Plan, manage, coordinate, and minute all Investment Committee (IC) meetings in line with IC terms of reference.
Schedule, plan, coordinate, and deliver quarterly Shareholder meetings as directed, acting as the main point of contact between the shareholders and the CEO, with support from the other EA to C-suite.
Assist with all motions passed in Board and shareholders meetings, drafting with the assistance of the company secretary and CRO.
Assisting the compliance officer with CIPC.
Regional PA to three ROM’s
MassBuild t/a Builders Warehouse a division of MassMart
03.2014 - 06.2017
Inbox Management
Arrange Off Sites
Minutes from Off Sites
Credit Card Statements
Travel Bookings (flights, accommodation, Car Rentals & Visa’s) across all WC, Eastern Cape and PE
New Store Openings Staff Function
New Store Openings Contractors Evening
New Store Openings – Opening day food
Diary Management
Collate Feedback from stores
Monthly Metre Readings
Presentations – All ROM’s
Exec Review Pack
SAP BI Report: Stock & Sales
Cash vs Debtors
Debtors
Top 20 Customers
Group Accounts
Shrink & Scrap
Number of Invoices
Service Levels
SOH
Service Systems
Promos
Attend Exec Review’s
Telephone Management
Order all office supplies
Assist with Personal work for ROM’s
Telephone lists
Filing
Store Requisitions - Weekly
Expense Claims
Stores Leave Applications
Payroll Documents
Distribute payslips, IRP5, etc
Within a week of receiving
PO’s
Reports
Daily sales reports to be extracted, formatted and sent to relevant ROM
Weekly reports for relevant ROM to be sent before deadline
Traffic Fines
Distribute petrol cards, licence discs within a week to relevant drivers.
Executive Personal Assistant to the CEO
Alpha Villa Management
11.2010 - 06.2011
Managed the diary and setup appointments
Timely anticipation of commitments, which required the preparation and provision of biographies or other briefs ahead of meetings
Setup international and regional teleconferences on a monthly basis
Screened incoming telephone calls and e-mails
Drafted correspondence on behalf of the CEO and the maintenance of contacts
Maintained the follow-up and recall system
Wrote and edited various documents as required by the CEO
General administration of the CEO's office
Travel arrangements (domestic and international), which included reservations and itineraries and applications for visas
Prepared the CEO's quarterly travel report for submission to the Chairman
Arranged functions and events
Acted as the Secretary to the Executive Committee
Prepared agendas
Timely distribution of minutes and maintenance of records
Logistical Secretary to the Board of Directors
Made the necessary logistical arrangements for meetings, which included travel and catering
Networking and liaison with the Operations Manager
Managed all repairs and maintenance.
Receptionist/Agents Secretary/ Personal Assistant to Sales Manager
Chas Everitt International
02.2007 - 10.2010
Data capturing
False Bay and Tokai offices reception (10 Agents)
Prepared recruitment packs for new Agents and meetings
Scheduled appointments
Dealt with conveyances and Attorneys
Dealt with Bond Originators
Administration duties
Mandate letters
Handled enquiries from clients
Minutes of meetings
Internet listings
Created and printed brochures
Organised and distributed marketing material
Telephone canvassing
Prepared marketing material for Agents
Human resources.
Education
Post Matric & Secretarial Diploma -
False Bay College
01.2005 - 01.2006
Skills
C-Suite Management Experience
Office Administration
File Management
Document Preparation
Meeting planning
Names
Joy
Ethnicgroup
Coloured
Residentialarea
Plumstead
Personal Information
ID Number: 8802230217086
Age: 36
Gender: Female
Nationality: South African
Timeline
Regional PA to three ROM’s
MassBuild t/a Builders Warehouse a division of MassMart
03.2014 - 06.2017
Executive Personal Assistant to the CEO
Alpha Villa Management
11.2010 - 06.2011
Receptionist/Agents Secretary/ Personal Assistant to Sales Manager
Chas Everitt International
02.2007 - 10.2010
Post Matric & Secretarial Diploma -
False Bay College
01.2005 - 01.2006
Executive Personal Assistant
Mergence Investment Managers
06.201 - Current
Similar Profiles
Victoria Pauline ZaalVictoria Pauline Zaal
Head: Client Relationship Manager at Mergence Investment ManagersHead: Client Relationship Manager at Mergence Investment Managers
Legal & Regulatory Affairs at Federation of Investment Managers Malaysia (FIMM)Legal & Regulatory Affairs at Federation of Investment Managers Malaysia (FIMM)