Administrative Assistant – Professional Services

Pure Placements (PTY) LTD; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A professional services firm in Cape Town is seeking an Advisory Administrative Assistant to support their Advisory, Restructuring, and Company Secretarial teams. The ideal candidate will have strong organisational skills and experience in admin support roles, ensuring compliance and efficient documentation management. Apply now to be a key part of a dynamic team!

Qualifications

• 2–3+ years in an admin support role, ideally in legal, financial, or professional services.
• Experience with client onboarding and compliance processes.
• Ability to work under pressure in a dynamic environment.

Responsibilities

• Manage client onboarding and compliance documentation.
• Draft engagement letters and NDAs.
• Organise meetings and handle logistics.
• Maintain CRM systems and ensure document management.

Skills

Attention to detail

Organisational skills

Multitasking

Communication

Proficiency in Microsoft Office

Education

Grade 12 / Matric / NQF Level 4 qualification

Tools

Microsoft Teams Planner

CRM systems

Job description

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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.

What You’ll Need

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.