Investment Client Services & Office Administrator

About the role

An established boutique financial services firm in Gardens, Cape Town, specialising in private client wealth management, investment management and fiduciary services, is looking for a reliable, articulate and detail-oriented Client Services & Office Administrator. The role suits someone who enjoys a close-knit professional environment and keeps business operations running smoothly. It combines financial administration with hands-on office coordination and offers a platform for long-term career development within private wealth management.

Key responsibilities

• Prepare, verify and process client onboarding packs, FICA/AML documentation and investment instruction forms.
• Liaise directly with clients, banks, investment platforms and third-party service providers.
• Follow up on pending transactions, account openings and documentation requests until completed.
• Assist with transactional administration, transfers and portfolio record updates.
• Maintain complete, accurate and confidential physical and digital client files.
• Serve as first point of contact: manage telephone enquiries and welcome visiting clients.
• Provide front-of-house hospitality, including refreshments for client meetings.
• Coordinate office logistics, stationery, courier services and general upkeep.
• Provide ad-hoc administrative support to the advisory and fiduciary team.

Required profile

• Minimum of 2 years of administrative or client service experience, ideally in financial services, wealth management, private banking, fiduciary, legal, accounting or a related professional services firm.
• Mother-tongue English speaker with strong written and verbal communication skills, comfortable with high-net-worth individuals and senior executives.
• Resides within an easy, reliable commute to Gardens, Cape Town.
• Meticulous attention to detail, integrity and discretion with confidential client data, and comfort with compliance controls and administrative workflows.
• Proactive, self-motivated and genuinely enjoys administration and operational efficiency.

To apply, use the application form provided by the recruiter.