Private Wealth Client Services & Office Coordinator

The Recruitment Council; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Attention to detail

Integrity & discretion

Process discipline

Proactive mindset

Job description

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.