Investment Client Services & Office Administrator | Cape Town

Welcome to The Recruitment Council South Africas Premier Financial Advisory Recruitment Firm. As leaders in the industry, we excel in connecting top-tier talent with outstanding career opportunities in the insurance, accounting, asset management, and financial services sectors. With over 21 years of combined expertise, our dedicated team is committed to delivering exceptional recruitment services that meet the unique needs of both clients and candidates. At The Recruitment Council, we pride ourselves on professionalism and excellence. Whether youre seeking your next career move or looking for the best talent to elevate your business, our highly trained professionals are here to assist you every step of the way.Discover the difference with South Africas leading recruitment firm. Our client is an established, boutique financial services firm based in Gardens, Cape Town, specialising in private client wealth management, investment management, and fiduciary services. Operating as a small, high-performing team, they manage high-net-worth relationships with precision, discretion, and care. They are looking for a reliable, articulate, and detail-oriented Client Services & Office Administrator who thrives in a close-knit professional environment and takes genuine pride in keeping business operations running smoothly. This position provides a platform for long-term career development within private wealth management. It balances rigorous financial administration with hands-on office coordination. Because our client operates as a lean, boutique firm, the role is uniquely varied. You will handle everything from high-level investment documentation to everyday front-of-house duties. No task is considered too big or too small whether preparing regulatory forms for an offshore transfer or warmly welcoming a visiting client with tea and coffee. Key Responsibilities: Prepare, verify, and process client onboarding packs, FICA/AML documentation, and investment instruction forms. Liaise directly with clients, banking institutions, investment platforms, and third-party service providers. Proactively follow up on pending transactions, account openings, and documentation requests to ensure end-to-end completion. Assist with transactional administration, transfers, and portfolio record updates. Maintain complete, accurate, and confidential physical and digital client files. Serve as the first point of contact: manage incoming telephone enquiries and greet visiting clients with warmth and professionalism. Provide front-of-house hospitality, including preparing refreshments for client meetings. Coordinate day-to-day office logistics, stationery, courier services, and general office upkeep. Provide ad-hoc administrative support to the advisory and fiduciary team as needed. Requirements: Experience: Minimum of 2+ years of administrative or client service experience, ideally within financial services, wealth management, private banking, fiduciary, legal, accounting, or a related professional services firm. Communication: Mother-tongue English speaker with exceptional written and verbal communication skills; comfortable engaging with high-net-worth individuals and senior executives. Location: Residing within an easy, reliable commute to Gardens, Cape Town (proximity to the office is essential for punctuality and long-term continuity). Attention to Detail: Meticulous approach to documentation, numbers, and system accuracy. Integrity & Discretion: Utmost honesty and respect for strict confidentiality when handling sensitive client data and financial records. Process Discipline: Comfortable working within structured compliance controls and repeatable administrative workflows. Mindset: Proactive and self-motivated with an "all-hands-on-deck" attitude. You genuinely enjoy administration, order, and operational efficiency rather than viewing the role as a brief stepping stone to another discipline.