Western Cape: Finance & Practice Support Assistant posted by I Grow Wealth Investments

About the Role

We are seeking a highly skilled Finance & Practice Support Assistant to join our team at I Grow Wealth Investments. As a key member of our support staff, you will provide administrative and financial assistance to our CEO and Financial Manager, while also contributing to the day-to-day operations of our firm.

Key Responsibilities

• Provide comprehensive administrative support to the CEO and Financial Manager.
• Manage executive diaries, meeting coordination, and scheduling where required.
• Prepare reports, presentations, and accurate meeting minutes.
• Handle sensitive and confidential information in line with legal and ethical standards.
• Assist with day-to-day financial administration within the firm.
• Support the preparation of financial reports, reconciliations, and payment schedules.
• Assist with trust (when required) and business account administrative processes (under supervision).
• Ensure accurate filing and maintenance of financial and compliance records.
• Liaise with internal departments regarding financial documentation and queries.
• Support audit preparation and compliance processes where required.
• Assist in compiling, formatting, and maintaining legal training material and internal manuals.
• Support the development and updating of Standard Operating Procedures (SOPs).
• Prepare onboarding documentation for new staff members.
• Ensure all documentation aligns with firm standards, compliance requirements, and professional presentation.
• Coordinate internal training sessions and logistics.
• Maintain organised digital and physical filing systems in line with legal record-keeping requirements.
• Assist with regulatory and compliance administration (e.g., audit readiness, internal controls).
• Support process improvements within finance and administrative functions.
• Act as a coordination point between finance, management, and operational teams.

Requirements

• Diploma or Degree (completed or studying towards), in Finance Accounting, Business Administration, or related field.
• Minimum 2 years experience in a legal, financial, or professional services environment.
• Strong proficiency in Microsoft Office (particularly Excel and Word).
• Experience with legal accounting systems or practice management software advantageous.
• Exceptional attention to detail and accuracy.
• High level of integrity and confidentiality.
• Strong organisational and time management skills.
• Ability to work under pressure and meet deadlines.
• Professional communication and interpersonal skills.
• Proactive, structured, and solution-driven approach.

Qualifications

(No qualifications mentioned in the original job description)

Salary & Benefits

(No salary or benefits information mentioned in the original job description)