Client Services & Office Administrator

Role overview

ACG Growth Partners™ is recruiting on behalf of a boutique financial services firm in Gardens, Cape Town, specialising in private client wealth management, investment management and fiduciary services.

The firm is a small, close-knit team and is looking for a Client Services & Office Administrator who is comfortable working across a broad range of responsibilities. This is a junior position with real growth potential.

The role is unusual in that it combines detailed financial administration with the general day-to-day running of a small office. In a team this size no task is beneath anyone, and that includes making coffee for visiting clients.

Key responsibilities

• Client administration and processing.
• Preparing and managing client documentation and completing forms.
• Liaising with clients, banks, investment platforms and service providers.
• Following up on outstanding requirements and making sure matters are completed.
• Assisting with investment and transaction administration.
• Maintaining accurate records to a high standard of confidentiality.
• Managing incoming calls and welcoming clients to the office.
• General office and administrative support.

Minimum requirements

• Ideally two or more years of relevant experience, particularly in financial services, wealth management, insurance, private banking, fiduciary, legal, accounting, professional services or a similar environment.
• Excellent spoken and written English.
• The ability to commute reliably to the office in Gardens every working day.
• Comfort following processes and working within strict controls.
• Comfort with both detailed administration and general office responsibilities.

The firm is less concerned with a particular degree or qualification than with finding the right person in character and experience.

Skills and competencies

• Exceptional organisation and attention to detail.
• Reliability, punctuality and conscientiousness.
• Honesty, trustworthiness and discretion with confidential client information.
• The ability to take ownership and work without constant supervision.
• Professional presentation and confidence in dealing with high-net-worth clients and professional service providers.

Personal attributes

Integrity, discretion and reliability are critical in this role. The firm wants someone warm and personable who will contribute positively to a small team, and who genuinely enjoys being organised, keeping things running smoothly and doing things properly. It is not looking for someone who sees administration as a stepping stone into another career, but for a person who wants stability and real ownership of the administrative function.

Why this opportunity

• A starting salary from R20,000 per month.
• Regular office hours, Monday to Friday, 08:30 to 17:00.
• Practical exposure to investment management, private client wealth management and fiduciary services, alongside an experienced team.
• The opportunity to develop professionally, take on more responsibility over time and build a long-term career in financial services.

Candidate information required

A detailed curriculum vitae setting out administrative experience, the environments worked in (financial services, legal, accounting or similar), the suburb you will be commuting from, and current notice period.