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Finance Administrator /Personal Assistant

Key Facts

Remote From: 
Fixed term
Senior (5-10 years)
English

Other Skills

  • •
    Microsoft Excel
  • •
    Microsoft Office
  • •
    Organizational Skills
  • •
    Detail Oriented
  • •
    Client Confidentiality

Roles & Responsibilities

  • Must be permanently based in Cape Town, Western Cape
  • Proven experience tracking financial records or handling bookkeeping workflows
  • Minimum of 5 years of experience handling finance-related administration or executive assistant duties
  • Outstanding organisational aptitude and ability to work independently

Requirements:

  • Maintain accurate financial records and manage transaction categorisations
  • Act as the primary liaison for accounting matters and prepare necessary documentation
  • Oversee complex diary management and handle travel arrangements
  • Coordinate household logistics and manage utility accounts

Job description

Operating within a family office environment, this part-time, remote role is essential for ensuring seamless financial oversight and efficient day-to-day administrative coordination. Requiring 2 to 3 hours of dedicated support per day, the position offers exceptional micro-flexibility for a highly organised professional based in Cape Town. The successful candidate will act as a foundational support pillar, balancing precise accounting coordination with attentive personal and household administration.

Key Responsibilities

  • Financial Administration & Oversight: Maintain accurate financial records, manage transaction categorisations, and execute regular reconciliations to ensure complete financial clarity for the estate.

  • Accounting Coordination: Act as the primary liaison for accounting matters, preparing necessary documentation, managing invoices, tracking accounts payable/receivable, and coordinating directly with external accountants or tax practitioners.

  • Personal Administrative Support: Oversee complex diary management, manage correspondence, handle travel arrangements, and execute ad-hoc administrative tasks to streamline the Principal's professional and personal schedule.

  • Household & Estate Assistance: Coordinate household logistics, liaise with domestic service providers, manage utility accounts, and oversee maintenance schedules to ensure the smooth continuous operation of private properties.



Requirements

  • Must be permanently based in Cape Town, Western Cape.

  • Proven experience tracking financial records, handling bookkeeping workflows, or working within a family office, high-net-worth individual (HNWI) environment, or executive support capacity.

  • Minimum of 5 years of experience handling finance-related administration or executive assistant duties.

  • Outstanding organisational aptitude, strict adherence to confidentiality, strong attention to numbers, and the ability to work independently with minimal supervision.

  • Prior professional experience working within the investment and finance sector.

  • A relevant certification or diploma in Administration, Bookkeeping, or Finance.

  • Experience coordinating household logistics or estate management workflows.

  • Required Software Skills:

    • Xero

    • Microsoft Excel

    • Microsoft Office

    • Microsoft SharePoint

    • Google Docs



    Benefits

    2-3 hours a day
    Remote (With the prerequisite of being based in Cape Town for localized context and occasional requirements).


    Salary: R200 - R240

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