Client Services & Office Administrator

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.