Client Services & Office Administrator

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000599/VLR

Date posted:

Monday, October 12, 2026

Location:

Cape Town, South Africa

Salary:

R20 000 CTC Monthly

SUMMARY:
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.

POSITION INFO:
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.

Similar jobs you might be interested in:

Client Services & Office Administrator
Location: Cape Town
Salary: R20 000 CTC Monthly
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...
Today

Client Services Consultant - Insurance
Location: Cape Town
Salary: Monthly
Western Cape, CPT - Northern Suburbs TYGERVALLEY Basic Salary and commission (Market related, Negotiable)
5 days ago

Junior Administrator â€“ Client Services
Location: Cape Town
Salary: Market related
Our client is a leading independent provider of corporate, private client, retirement planning, insurance and tax services, with a global network of 23 offices across Europe, Asia, Africa and the Middle East. Our client seeks a Junior administrator â€“ client services to support the Head of Risk and the client services team. This role off...
25 days ago

Client Services Officer
Location: Somerset West, Western Cape
Salary: Basic plus benefits
This position plays a vital role in supporting the delivery of efficient, high quality service to clients throughout the onboarding process and across ongoing transactions.
20 days ago

Events Lead
Location: Somerset West
Salary: Monthly
Luxury Estate, Hotel & Spa based close to Somerset West is looking for an experienced, commercially driven and highly organised Events Lead to join their team and take responsibility for driving and growing their conference, meetings, incentives, private functions, weddings, special events and group business. This is a key commercial and operational role for someone who thrives on buildin...
1 day ago

Sales Administrator for SALES EXEC
Location: Cape Town
Salary: Monthly
Our Life & Funeral client is looking for a dynamic, detail-oriented and results-driven Executive Sales administrator to provide high-level administrative and operational support to the Executive of Sales.
3 days ago

Senior Professional Structural Engineer
Location: Cape Town
Salary:
4 days ago

ECSA Registered Electrical Engineer/Technologist
Location: Cape Town
Salary:
4 days ago

Civil Engineering Technologist
Location: Bellville
Salary: Market related
Civil Engineering Technologist Bellville / Salary Negotiable B.Eng / B.Tech in Civil Engineering
4 days ago

Wealth Assistant
Location: Cape Town
Salary:
If you're a client-focused financial services professional who enjoys keeping things organised, ensuring seamless client service, and supporting wealth management professionals behind the scenes, this Wealth Assistant opportunity could be your next career move. Join a professional wealth management environment where attention to detail, service excellence, and relationship management are highly va...
4 days ago

Client Services & Office Administrator

Similar jobs you might be interested in:

Jobseekers

Recruiter

General