Client Services & Office Administrator - Financial Services

JVR Software; Cape Town; Vor Ort; ZAR 167.000 - 246.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Reliability

Ausbildung

Grade 12

Tools

Computer literacy

Jobbeschreibung

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.