Administrative Assistant – Professional Services
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Advisory Administrative Assistant- Location: Cape Town (On-Site)
- Type: Full-Time
- Level: Entry to Mid-Level
- Reports To: Advisory Team
About the Role
We’re looking for a detail-driven and proactive Administrative Assistant to support our clients Advisory, Restructuring, and Company Secretarial teams. If you thrive in a fast-paced environment and love keeping things organised and compliant, this role is for you!
What You’ll Be Doing- Client Onboarding & Compliance
- Collect and verify FICA/KYC documents weekly.
- Draft and track Engagement Letters and NDAs using WorkPool.
- Manage client take-on checklists and ensure compliance steps are completed.
- Support ISQM compliance by preparing audit-ready documentation.
- Document & Signature Management
- Create and maintain A000 job cards for each engagement.
- Compile signature packs, manage the signing process, and file signed documents.
- Keep shared folders and CRM systems organised and up to date.
- Upload client data to DealSuite and maintain CRM accuracy.
- Project & Workflow Coordination
- Set up and track projects using Microsoft Teams Planner.
- Monitor WIP, assign cost codes, and assist with billing and fee narrations.
- Provide workflow visibility across teams and escalate bottlenecks.
- General Admin & Team Support
- Coordinate meetings, manage calendars, and take minutes.
- Handle travel bookings, expense claims, and logistics.
- Assist with investment memos, presentations, and podcast materials.
- Support with email follow-ups, data entry, and ad hoc admin tasks.
- Skills & Strengths
- Meticulous attention to detail and accuracy.
- Strong organisational and multitasking abilities.
- Proactive and deadline-driven.
- Excellent written and verbal communication.
- Proficient in Microsoft Office and Teams Planner.
- Bonus: Familiarity with FICA, CIPC filings, and CRM systems.
- Experience & Qualifications
- Minimum a Grade 12 | Matric | Relevant NQF Level 4 qualification.
- 2–3+ years in an admin support role, ideally in legal, financial, or professional services.
- Experience with client onboarding, document handling, and compliance processes.
- Comfortable working under pressure in a dynamic environment.
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Ready to Make an Impact?
If you're an organised, detail-oriented professional who thrives in a fast-paced environment, we’d love to hear from you! Apply now and become a key part of our clients dynamic Advisory team in Cape Town.