Executive Assistant | CA (SA)

Prime Meridian Direct (Pty) Ltd; Johannesburg; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Prime Meridian Direct (Pty) Ltd is seeking an ambitious CA(SA) transitioning from the audit industry into a pivotal operations role. You will report to the Chief Operating Officer and help shape and optimise business operations, driving efficiency and innovation in a rapidly growing corporate environment.

The role offers exposure to Marketing, Collections & Retentions, Claims, IT/Data Science & System Development, Finance and Client Service, with a focus on implementing change and embedding

Responsibilities

• Operational reporting and performance evaluation.
• Review and audit systems and processes.
• Audit and document findings from reviews.
• Propose optimisations to embed permanent value.
• Implement findings and establish a change management framework.
• Handle ad-hoc requests across operational areas.
• Marketing: Lead acquisition and analysis.
• Marketing: Data review and digital performance management.
• Marketing: Risk cohort segmentation and resource allocation.
• Marketing: Productivity analysis and resource optimisation.
• Marketing: Data base segmentation and evaluation.
• Collections & Retentions: evaluate lost clients.
• Collections & Retentions: review systems and processes to identify retention issues.
• Collections & Retentions: review risk management framework to shape the portfolio.
• Claims: data and correlation modelling for investigations.
• Claims: optimise processes impacting turnaround time and task efficiency.
• Claims: cost allocation and correspondence review to align with processes.
• Claims: audit vehicle assessment and repair processes.
• IT, Data Science & System Development: exposure to resource management.
• Finance: cost center management.
• Finance: budget allocation and spend monitoring.
• Client Service: review communication framework with automated correspondence and drive self-service portals.
• Client Service: ensure interdepartmental alignment for efficient service.
• Client Service: exposure to external regulatory requirements and compliance.

Job description

Ambitious and dynamic CA(SA) who is ready to pivot from the audit industry and step into an exciting role within our rapidly growing corporate environment. This is your opportunity to play a key role in shaping and optimising our business operations and procedures, driving efficiency and innovation.

Reporting directly to our Chief Operating Officer, this position is perfect for a detail-oriented, proactive professional who thrives on making a meaningful impact. If you’re passionate about growth and excellence, our forward-thinking environment is the right place for you. No previous experience in an insurance industry is required.

• Operational Reporting and Performance Evaluation
• Systems and Process Reviews:
• Audit and document findings
• Propose optimisations to embed permanent value
• Implement findings and change management framework
• Perform ad-hoc requests across various operational areas

The individual will be exposed to various functions within the business:

Marketing

• Lead acquisition and analysis
• Data review and digital performance management
• Risk cohort segmentation and allocation of resources
• Productivity analysis
• Resource utilisation and optimisation
• Data base segmentation and evaluation

Collections & Retentions

• Evaluation of lost clients
• Review of systems and processes to identify and evaluate core retentions issues
• Review risk management framework to effectively shape the portfolio

Claims

• Data and correlation modelling for investigation process
• Optimise processes impacting turnaround time and task efficiency
• Cost allocation and reviewCorrespondence review to ensure alignment to the agreed processes
• Audit of the vehicle assessment and repair process
• Gap analysis and proposals on to how effectively eliminate lost opportunities

IT, Data Science & System Development

• Exposure to resource management and allocation to priority projects

Finance

• Cost center management
• Budget allocation and monitoring of spend

Client Service

• Review communication framework with automated correspondence and drive the use of self-service portals
• Ensure interdepartmental alignment for efficient and professional service to our clients
• Exposure to external regulatory requirements and compliance