Cape Town City Centre: Administrative Assistant

Job description: Administrative Assistant Hours: 08:00 16:00, Monday to Friday About Us : We are a small, close-knit team providing specialist local and international financial planning to high-net-worth individuals and family offices. Our approach is built on integrity, transparency, personalised service, and holistic advice. We offer a professional yet personable work environment that values precision, client service, and discretion. Perks & Benefits Annual performance-based increases Paid time off Opportunities for career advancement as our business continues to grow Key Responsibilities Provide administrative and client support across domestic and international client relationships Manage the Directors calendars, emails, meeting scheduling, and internal coordination Review, revise, format, and produce documents, agreements, and client correspondence Prepare valuations, investment summaries, bespoke client proposals, and reports Coordinate document courier logistics (local and international) Assist with client onboarding, KYC / documentation, and file management Support internal compliance, record-keeping, and quality control of client deliverables Act as point of contact for clients on routine queries (with oversight) Requirements Exceptional command of English and Afrikaans (written and verbal) Strong proficiency in Microsoft Office (Excel, Word, PowerPoint), with ability to manipulate data, templates, and reports Highly organised, detail-oriented, and reliable Excellent communication and interpersonal skills Problem solver with a proactive, solutions-oriented mindset Ability to adapt to changing priorities and work under pressure Discretion, confidentiality, and integrity especially given the nature of high-net-worth clients Previous experience in a support or administrative role (preferably in financial services or wealth management) is a strong advantage Salary : R15 000 R20 000 per month annual performance-based bonus This role is ideal for someone who thrives in a professional office environment and enjoys working closely with senior management and international clients.