Investment Client Services & Office Administrator | Cape Town

The Recruitment Council; Cape Town; Presencial; ZAR 180.000 - 260.000; Jornada completa

Descripción de la vacante

The Recruitment Council is seeking a Client Services & Office Administrator for our boutique client in Gardens, Cape Town. The role combines administrative duties with front-of-house responsibilities, requiring discretion, accuracy, and a proactive approach.

You will liaise with clients and service providers, manage onboarding and documentation, file management, and coordinate office logistics in a small, professional team focused on long-term client relationships.

Formación

• Minimum of 2+ years of administrative or client service experience.
• Mother-tongue English with exceptional written and verbal communication skills.
• Location: Gardens, Cape Town, commuting distance essential.
• Meticulous approach to documentation, numbers, and system accuracy.
• Ability to operate within structured compliance controls and repeatable workflows.

Responsabilidades

• Prepare, verify, and process client onboarding packs and AML documentation.
• Liaise with clients, banks, investment platforms, and third-party providers.
• Follow up on pending transactions, account openings, and documentation requests.
• Assist with transactional administration, transfers, and portfolio record updates.
• Maintain confidential client files (physical and digital).
• Greet visiting clients and manage front-of-house enquiries with warmth and professionalism.
• Provide refreshments for client meetings and coordinate day-to-day office logistics.
• Support the advisory and fiduciary team with ad-hoc administrative tasks as needed.

Conocimientos

Attention to detail

Integrity & discretion

Process discipline

Proactive mindset

Descripción del empleo

Our client is an established, boutique financial services firm based in Gardens, Cape Town, specialising in private client wealth management, investment management, and fiduciary services. Operating as a small, high-performing team, they manage high-net-worth relationships with precision, discretion, and care.

They are looking for a reliable, articulate, and detail-oriented Client Services & Office Administrator who thrives in a close-knit professional environment and takes genuine pride in keeping business operations running smoothly.

This position provides a platform for long-term career development within private wealth management. It balances rigorous financial administration with hands-on office coordination.

Because our client operates as a lean, boutique firm, the role is uniquely varied. You will handle everything from high-level investment documentation to everyday front-of-house duties. No task is considered too big or too small whether preparing regulatory forms for an offshore transfer or warmly welcoming a visiting client with tea and coffee.

Key Responsibilities:

• Prepare, verify, and process client onboarding packs, FICA/AML documentation, and investment instruction forms.
• Liaise directly with clients, banking institutions, investment platforms, and third-party service providers.
• Proactively follow up on pending transactions, account openings, and documentation requests to ensure end-to-end completion.
• Assist with transactional administration, transfers, and portfolio record updates.
• Maintain complete, accurate, and confidential physical and digital client files.
• Serve as the first point of contact: manage incoming telephone enquiries and greet visiting clients with warmth and professionalism.
• Provide front-of-house hospitality, including preparing refreshments for client meetings.
• Coordinate day-to-day office logistics, stationery, courier services, and general office upkeep.
• Provide ad-hoc administrative support to the advisory and fiduciary team as needed.

Requirements:

• Experience: Minimum of 2+ years of administrative or client service experience, ideally within financial services, wealth management, private banking, fiduciary, legal, accounting, or a related professional services firm.
• Communication: Mother-tongue English speaker with exceptional written and verbal communication skills; comfortable engaging with high-net-worth individuals and senior executives.
• Location: Residing within an easy, reliable commute to Gardens, Cape Town (proximity to the office is essential for punctuality and long-term continuity).
• Attention to Detail: Meticulous approach to documentation, numbers, and system accuracy.
• Integrity & Discretion: Utmost honesty and respect for strict confidentiality when handling sensitive client data and financial records.
• Process Discipline: Comfortable working within structured compliance controls and repeatable administrative workflows.
• Mindset: Proactive and self-motivated with an "all-hands-on-deck" attitude. You genuinely enjoy administration, order, and operational efficiency rather than viewing the role as a brief stepping stone to another discipline.