Administrative Assistant – Professional Services

Pure Placements; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A dynamic advisory firm in Cape Town seeks an Entry to Mid-Level Administrative Assistant to support their Advisory, Restructuring, and Company Secretarial teams. The ideal candidate will have strong organizational skills, attention to detail, and at least 2–3 years of relevant experience. This role involves client onboarding, document management, and general support in a fast-paced environment. If you thrive in such settings and want to make an impact, apply now.

Qualifications

• 2–3+ years in an admin support role, ideally in legal, financial, or professional services.
• Experience with client onboarding, document handling, and compliance processes.

Responsibilities

• Support client onboarding & compliance by collecting and verifying FICA/KYC documents.
• Manage document & signature processes, ensuring accurate management of client data.
• Coordinate meetings, handle travel bookings, and assist with administrative support.

Skills

Attention to detail

Organizational skills

Proactive nature

Verbal communication

Written communication

Microsoft Office proficiency

Education

Grade 12 / Matric / Relevant 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.