Operations & Finance Coordinator

We are looking for a highly capable, technically minded and organised person to join our growing financial services business.

This is a broad operations and finance role for someone who enjoys solving problems, working with technology, managing processes and getting things done.

We are not looking for a traditional office administrator. We want someone who can take ownership, work independently and use technology to make the business run more efficiently.

KEY RESPONSIBILITIES

Bookkeeping and basic financial reconciliations

Working with Xero

Assisting with financial records, reports and reconciliations

Payroll and commission administration

Preparing information for tax and compliance requirements

SARS eFiling experience is advantageous

Managing invoices, payments and supplier information

Maintaining accurate digital records

Coordinating internal processes and follow-ups

Supporting financial advisers and management with operational matters

Managing applications, documentation and compliance administration

Managing and improving digital workflows and systems

Identifying inefficiencies and finding better ways of doing things

General office and operational coordination

Taking ownership of tasks and ensuring they are completed

THE PERSON WE ARE LOOKING FOR

We are looking for someone who is

✅ Technically competent and highly computer literate

✅ Comfortable working across multiple systems, platforms and screens

✅ Experienced in bookkeeping or financial administration

✅ Ideally experienced with Xero

✅ Comfortable with spreadsheets and financial information

✅ Highly organised and detail-oriented

✅ A strong independent problem solver

✅ Comfortable working with little to no paper

✅ Able to manage multiple priorities

✅ Proactive and willing to take ownership

✅ Reliable, professional and trustworthy

✅ Someone who looks for solutions rather than waiting for instructions

THE IDEAL CANDIDATE

You do not necessarily need to be an accountant or tax specialist.

We are looking for someone with a strong finance/bookkeeping foundation combined with excellent general business and technology skills.

You could currently be a bookkeeper, senior administrator, office coordinator, financial administrator or operations professional looking to take on a broader role.

The most important qualities are competence, initiative, accuracy, technology skills and the ability to get things done.

Position: Operations & Finance Coordinator

Employment: Full-time

Office location: Pinelands Cape Town