Client Services & Office Administrator

Reference: Pta000599-VLR-1

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. Duties & Responsibilities

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

• Home language English

• Must be in a close proximity of the Gardens area in Cape Town

• 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.

Package & Remuneration

R20 000 CTC - Monthly