Cape Town: Client Services & Office Administrator posted by Stonebridge HR Solutions

JVR Software; Cape Town; On-site; ZAR 167,000 - 246,000; Full time

Job summary

JVR Software in Cape Town is seeking a dedicated office administrator for the Gardens area to manage client documentation, liaise with service providers and handle day-to-day office tasks.

The role blends high-level financial administration with general office duties, requiring 2+ years in financial services, excellent communication and a meticulous, discreet approach. Reliability and ownership are essential in a small team setting.

Qualifications

• 2+ years administration experience in financial services or similar environment.
• Home language English.
• Must be in proximity of the Gardens area in Cape Town.
• Comfortable with high-level financial administration and general office tasks.
• Highly reliable, punctual and conscientious.

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 confidentiality.

Skills

Communication skills

Reliability

Education

Grade 12

Tools

Computer literacy

Job description

• 2+ years administration experience within the in financial services, wealth management, insurance, private banking, fiduciary, legal, accounting, professional services or a similar environment
• 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
• 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

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

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

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

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