Financial Services

Office Coordinator

RecruitMyMom·Gauteng, south-africa·Full Time·Contract

Financial ServicesFull TimeContract

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Job Description

A growing financial compliance and advisory practice is seeking a reliable, detail-oriented Office Coordinator to join their team. This is a permanent, full-time, office-based role (08h00 to 17h00, Monday to Friday) with some flexibility offered around lunch hours.
The practice helps small, medium, and micro businesses build stronger, more effective operations through tailored financial, accounting, and tax solutions. This role will play a key role in supporting management, maintaining smooth office operations, managing workflows and reporting, and contributing to a culture of trust, quality, and client-focused service.

Responsibilities

CEO assistance and Communication

Manage CEO's diary, inbox and Travel
Personal assistant to CEO
Manage WhatsApp line
Manage Telephones
Manage Microsoft Teams and Planner for the team

Office management

General office tasks
Stationery / Groceries
Lunches / Office Events

Database management

Manage all inputs and amendments to the database
Generate reports for all staff monthly on workload
Organize client files, for existing and new clients
Check and approve documents as required by the team
Ensuring all documentation is accurately and securely stored
Onboarding and offboarding for clients

Task management

Manage all workflows and task creation
Allocate tasks to team members
Oversee team members' task accuracy
Generate reports for management daily, weekly and monthly

Requirements

Grade 12 required.
5+ years' experience in administration or finance support.
Strong organisational and time-management skills.
Exceptional attention to detail and accuracy.
Professional, client-focused, and service-oriented demeanour.
Proficient in Microsoft Office (Outlook, Word, Excel, Teams and Planner).
Reliable, trustworthy, and able to handle confidential information.
Self-motivated, adaptable, and able to work independently and collaboratively.

Key skills

Matric

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