Administrative Assistant

SUMMARY:
Administrative Assistant Financial Planning Industry - Cape Town R15000 - R20000

POSITION INFO:

Job description:  Administrative Assistant

Hours: 08:00 – 16:00, Monday to Friday 

About Us: We are a small, close-knit team providing specialist local and international financial planning to high-net-worth individuals and family offices. Our approach is built on integrity, transparency, personalised service, and holistic advice. We offer a professional yet personable work environment that values precision, client service, and discretion.

Perks & Benefits

• Annual performance-based increases
• Paid time off
• Opportunities for career advancement as our business continues to grow

Key Responsibilities

• Provide administrative and client support across domestic and international client relationships
• Manage the Directors’ calendars, emails, meeting scheduling, and internal coordination
• Review, revise, format, and produce documents, agreements, and client correspondence
• Prepare valuations, investment summaries, bespoke client proposals, and reports
• Coordinate document courier logistics (local and international)
• Assist with client onboarding, KYC / documentation, and file management
• Support internal compliance, record-keeping, and quality control of client deliverables
• Act as point of contact for clients on routine queries (with oversight)

Requirements

• Exceptional command of English and Afrikaans (written and verbal)
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint), with ability to manipulate data, templates, and reports
• Highly organised, detail-oriented, and reliable
• Excellent communication and interpersonal skills
• Problem solver with a proactive, solutions-oriented mindset
• Ability to adapt to changing priorities and work under pressure
• Discretion, confidentiality, and integrity — especially given the nature of high-net-worth clients
• Previous experience in a support or administrative role (preferably in financial services or wealth management) is a strong advantage

Salary:  R15 000 – R20 000 per month + annual performance-based bonus

This role is ideal for someone who thrives in a professional office environment and enjoys working closely with senior management and international clients.