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Finance Administrator – Personal Assistant
RecruitMyMomFinance Administrator in a family office ensuring financial oversight and administrative efficiency. Providing personal support with exceptional micro-flexibility for a role based in Cape Town.
About the role
Key responsibilities & impact- 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.
- 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
What you’ll need- 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
Comp & perks- Remote (With the prerequisite of being based in Cape Town for localized context and occasional requirements)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial administrationbookkeepingaccounting coordinationtransaction categorisationreconciliationinvoice managementaccounts payableaccounts receivablediary managementhousehold logistics
Soft Skills
organisational aptitudeattention to detailconfidentialityindependencecommunication
Certifications
Administration certificationBookkeeping certificationFinance diploma