Client Services & Office Administrator

Reference: Pta000583-VLR-1

We are looking for a Client Services & Office Administrator for an established company within the financial services (Private wealth, investments and Fiduciary services) based in the Cape Town area. The successful candidate needs to be comfortable with both high-level financial administration and the more general day-to-day responsibilities of a small office.

This will be on a 4-month fixed term contract with the possibility to go permanent starting in January 2027 Duties & Responsibilities

Requirements

• Grade 12

• Tertiary qualification will be beneficial but not essential

• 2+ years of relevant experience , particularly from financial services, wealth management, private banking, fiduciary, legal, accounting, professional services or a similar environment Financial-services experience would be advantageous but is not essential if you have an excellent administrative track record and the right level of maturity, judgement and attention to detail.

• Integrity, discretion and reliability are absolutely critical Fluent in English

• Based in the Atlantic Seaboard and surrounds

• Highly reliable, punctual and conscientious

• Extremely organised and detail-oriented

• 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.

Package & Remuneration

Market Related