About this role
We are seeking a highly organised, detail-oriented and proactive Client Services & Office Administrator to join a small admin team of a reputable company in the Financial Services industry, based in Gardens, Cape Town. This is an excellent opportunity for a hardworking, service-driven professional who thrives in a fast-paced environment, takes pride in delivering exceptional client service, and has a natural flair for keeping office operations running smoothly. Integrity, discretion and reliability are absolutely critical due to the nature of this position. Requirements: Grade 12 2+ years administration experience within the in financial services, wealth management, insurance, private banking, fiduciary, legal, accounting, professional services or a similar environment Alternatively Graduate BCom Investment Management, or similar Home language English Must be in a close proximity of the Gardens area in Cape Town - Essential Must be comfortable with both high-level financial administration and the more general day-to-day responsibilities of a small office Computer literate Excellent communication skills Highly reliable, punctual and conscientious - Essential Extremely organised and detail-oriented Honest, trustworthy and discreet Comfortable following processes and working within strict controls Proactive and able to take ownership without constant supervision Professionally presented and confident dealing with high-net-worth clients and professional service providers Comfortable with both detailed administration and general office responsibilities Warm, personable and able to contribute positively to a small team environment Looking for stability and a role where they can take genuine ownership of the administrative function Responsibilities: Client administration and processing Preparing and managing client documentation Liaising with clients, banks, investment platforms and service providers Following up on outstanding requirements and ensuring matters are completed General office and administrative support Completing forms Managing incoming calls and welcoming clients Assisting with investment and transaction administration Maintaining accurate records and ensuring a high level of confidentiality Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.