Partnerships Administrator

K2 Recruit; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading foreign exchange intermediary in Cape Town seeks an experienced individual for an administrative and client support role. The candidate will manage CRM processes and partner onboarding while exceeding client expectations. A Matric is required, along with 2-3 years of relevant experience in financial services. Excellent interpersonal skills and a detail-oriented work ethic are essential for success in this position.

Qualifications

• 2–3 years experience in an administrative or client support role, ideally within financial services.
• Experience in partner or relationship management is advantageous.
• Knowledge of foreign exchange or cross-border payments will be an advantage.

Responsibilities

• Manage process flow on the CRM system.
• Oversee onboarding of partners ensuring compliance.
• Handle partner and client queries effectively.
• Keep CRM information up to date.
• Plan partner events and maintain the Events Calendar.

Skills

Good work ethic

Excellent interpersonal skills

Service delivery focus

Attention to detail

Team player mentality

Education

Matric

Relevant tertiary qualification in business, finance, or marketing

Job description

About

Our client is a leading foreign exchange intermediary, providing individuals and businesses with expert guidance and preferential rates for their international transfers. They pride themselves on delivering a professional, personalised, and transparent service that helps their clients make the most of their money when moving it across borders.

Key Responsibilities

• Process flow management on the CRM system.
• Onboarding of partners ensuring compliance requirements are met.
• Managing Partner agreements.
• Handle partner/agent and client queries (full understanding of client processes).
• Constant upkeep of the CRM to ensure information is always up to date.
• Partner event planning.
• Assist in keeping the Events Calendar up to date for the Business Consultant team.

Key Competencies

• Principles and ethics: Adhering to good practice and ethical principles and values.
• Good work ethic with a willingness to go the extra mile and work as a team player.
• Must be motivated, energetic and committed to the role.
• Meticulous: Impeccably accurate with a keen eye for detail.
• Service delivery: Delivering results and exceeding customer expectations.
• Excellent interpersonal skills and the ability to work effortlessly with clients and the team.
• Displays gravitas & emotional maturity.

Qualifications & Experience

• Minimum of 2–3 years’ experience in an administrative or client support role, ideally within financial services.
• Experience in partner or relationship management support is advantageous.
• Matric required; a relevant tertiary qualification in business, finance, or marketing preferred.
• Knowledge of foreign exchange or cross-border payments will be an advantage.