Job Description

Thanks, Ryan! Here's a rewritten version of the job spec tailored for your job board-clear, engaging, and candidate-friendly while keeping all the essential details:
Advisory Administrative Assistant
?Location: Cape Town (On-Site)
?Type: Full-Time
??Level: Entry to Mid-Level
????Reports To: Advisory Team
About the Role
We're looking for a detail-driven and proactive Administrative Assistant to support our clients Advisory, Restructuring, and Company Secretarial teams. If you thrive in a fast-paced environment and love keeping things organised and compliant, this role is for you!
What You'll Be Doing
?? Client Onboarding & Compliance

• Collect and verify FICA/KYC documents weekly.
• Draft and track Engagement Letters and NDAs using WorkPool.
• Manage client take-on checklists and ensure compliance steps are completed.
• Support ISQM compliance by preparing audit-ready documentation.

? Document & Signature Management

• Create and maintain A000 job cards for each engagement.
• Compile signature packs, manage the signing process, and file signed documents.
• Keep shared folders and CRM systems organised and up to date.
• Upload client data to DealSuite and maintain CRM accuracy.

? Project & Workflow Coordination

• Set up and track projects using Microsoft Teams Planner.
• Monitor WIP, assign cost codes, and assist with billing and fee narrations.
• Provide workflow visibility across teams and escalate bottlenecks.

? General Admin & Team Support

• Coordinate meetings, manage calendars, and take minutes.
• Handle travel bookings, expense claims, and logistics.
• Assist with investment memos, presentations, and podcast materials.
• Support with email follow-ups, data entry, and ad hoc admin tasks.

What You'll Need
? Skills & Strengths

• Meticulous attention to detail and accuracy.
• Strong organisational and multitasking abilities.
• Proactive and deadline-driven.
• Excellent written and verbal communication.
• Proficient in Microsoft Office and Teams Planner.
• Bonus: Familiarity with FICA, CIPC filings, and CRM systems.

? Experience & Qualifications

• Minimum a Grade 12 | Matric | Relevant NQF Level 4 qualification.
• 2-3+ years in an admin support role, ideally in legal, financial, or professional services.
• Experience with client onboarding, document handling, and compliance processes.
• Comfortable working under pressure in a dynamic environment.

Absolutely! Here's a compelling call to action you can add at the end of the job post:
Ready to Make an Impact?
If you're an organised, detail-oriented professional who thrives in a fast-paced environment, we'd love to hear from you! Apply now and become a key part of our clients dynamic Advisory team in Cape Town.