Old Mutual

Personal Assistant

Pinelands Full time

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

You will form part of RMM within Mass Foundation which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.

The Personal Assistant will perform routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders.

Responsibilities:

Administration

  • Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Business Meetings/Events Arrangement

  • Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.

Correspondence

  • Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.

Document Preparation

  • Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Work Scheduling and Allocation

  • Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Data Collection and Analysis

  • Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Insights and Reporting

  • Extract and combine data to generate standard reports.

Budgeting

  • Monitor and analyze data using budgeting systems and protocols.

Personal Capability Building

  • Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Operational Compliance

  • Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Procurement

  • Support others by carrying out simple procurement tasks. Involves following established procedures.

Requirements:

  • 3-5 years of experience in a similar role.
  • Proven experience providing effective administrative and executive support, ensuring efficient coordination of daily operations.

  • Relevant administrative or business-related qualification, supported by practical workplace experience.

  • Strong organisational and communication skills; proficient in MS Office, Outlook diary management, and virtual meeting tools.

  • Solid understanding of office administration, stakeholder coordination, and confidential information handling.

  • Experience supporting management within a corporate and professional office environment.

Skills

Budgeting, Data Insights, Documentation Preparation, Event Management, Operational Compliance, Procurement, Report Writing, Scheduling Meetings, Work Scheduling

Competencies

Directs Work

Drives Results

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

Matriculation Certificate (Matric) (Required)

Closing Date

26 March 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!