Financial Services Operations Administrator

RecruitMyMom; Rosebank; On-site; ZAR 350,000 - 420,000; Full time

Job summary

RecruitMyMom seeks a Financial Services Operations Administrator in Illovo/Sandton, South Africa. This on-site role supports daily transaction logistics, deal pipeline tracking, executive calendars, and operational tasks to ensure smooth workflow.

Responsibilities include action tracking, internal documentation, and aligning weekly strategy reviews with transaction systems and executive commitments. Office hours are 8am–5pm, with an on-site arrangement.

Qualifications

• 3 to 5+ years of administrative, operations, executive assistance, or project coordination experience within corporate finance, investment banking, private equity, legal, or professional advisory services environments.

Responsibilities

• Maintain accurate deal project records across internal tracking and virtual room systems (Datasite, MergerWare, SharePoint, Zoho CRM, ZX6000).
• Log and monitor post-meeting action items, coordinate NDA signatures, and format project deliverables across transaction lifecycle stages.
• Produce weekly and monthly reports on task completion rates and project timeline adherence; monitor CRM data integrity and dashboards for management review.
• Manage complex executive calendars, resolve scheduling conflicts, and coordinate logistics for weekly deal strategy reviews, client presentations, and boardroom meetings.

Skills

Administrative experience

Executive support

Project coordination

Tools

Datasite

MergerWare

SharePoint

Zoho CRM

ZX6000

Job description

Financial Services Operations Administrator

Illovo, Sandton, South Africa | Posted on 26/08/2026

Supporting day-to-day transaction logistics in a financial services environment, this office-based role maintains deal pipeline tracking, manages executive calendars, and ensures operational support.

The role facilitates structured action tracking, maintains internal documentation, and manages client-facing office logistics. The position ensures continuous alignment between weekly strategic reviews, transaction tracking systems, and executive commitments.

Work Arrangement

On-site with flexibility (office-based in Illovo). 8am - 5pm

Employment Type

Full-time, Permanent.

Key Responsibilities

Deal Support & Project Coordination: Maintain accurate deal project records across internal tracking and virtual room systems (Datasite, MergerWare, SharePoint, Zoho CRM, ZX6000). Log and monitor post-meeting action items, coordinate Non-Disclosure Agreement (NDA) signatures, and format project deliverables across transaction lifecycle stages.

Operations Reporting & Analytics: Produce weekly and monthly reports on task completion rates and project timeline adherence. Monitor CRM data integrity to resolve missing record details and maintain operational status dashboards for management review.

Executive Support & Diary Management: Manage complex executive calendars, resolve scheduling conflicts, and coordinate logistics for weekly deal strategy reviews, client presentations, and boardroom meetings. Distribute meeting agendas, notes, and action item summaries.

Office Administration Support & Client Experience: Assist with maintaining clean, professional reception and boardroom facilities. Coordinate administrative requests with external facilities providers, IT support, cleaning services, caterers, and equipment suppliers while monitoring stationery and hospitality inventories.

Requirements

3 to 5+ years of administrative, operations, executive assistance, or project coordination experience within corporate finance, investment banking, private equity, legal, or professional advisory services environments.

High proficiency in written and verbal communication with strong attention to document formatting and professional accuracy.

Demonstrated experience tracking complex project timelines, prioritizing tasks, and managing executive calendars without close supervision.

Proven track record of maintaining strict confidentiality regarding sensitive financial records and transaction information.