Administrative Assistant

WENZCape Town, City of Cape Town, South Africa

6 days ago

Job type

Quick Apply

Job description

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.

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Administrative Assistant • Cape Town, City of Cape Town, South Africa

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