Financial Services Coordinator

3 days ago


Cape Town, Western Cape, South Africa Persona Staff Full time

We are looking for a seasoned Financial Services Coordinator to manage the day-to-day operations of our portfolio services. The successful candidate will have a BCom degree or equivalent qualification, and a minimum of 3-4 years of experience in a similar role.

Key responsibilities include:

  • Managing financial transactions and maintaining accurate records;
  • Preparing and reviewing financial reports and statements;
  • Maintaining client relationships and providing exceptional service;
  • Coordinating meetings and events with clients and stakeholders;
  • Developing and implementing process improvements;

We offer a competitive salary of R150,000 - R200,000 per annum, depending on experience, as well as opportunities for career growth and development.

In this role, you will work closely with our team to ensure seamless delivery of our services and exceed client expectations.



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