Administrative Assistant

2 weeks ago

Cape Town, Western Cape, South Africa Wenz Full time

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
: R 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.

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