Half-day Finance & Executive Assistant

Commercial & Fiduciary Administration

• Serve as a reliable liaison for private entities, handling routine documentation and filing for private companies and Family Trusts.
  

• Collate, organise, capture, and submit financial records, monthly bank statements, invoices, supplier documentation, payroll records, and expense receipts to external accountants, tax practitioners, and payroll service providers.
  

• Assist with routine banking and financial administration, including transaction confirmations, basic reconciliations, gathering compliance and FICA documentation, tracking accounts, and maintaining organised supporting records for entities and payroll-related payments.
  

Bookkeeping and Payroll Support

• Maintain accurate basic bookkeeping records, capture and reconcile day-to-day transactions, prepare supporting documentation for accountants, and assist with invoice and expense tracking.
  

• Support payroll administration using SimplePay.
  

• Maintain financial records in cloud-based accounting systems to ensure records are complete, organised, and audit-ready.
  

Lifestyle & Household Management

• Coordinate household service providers, contractors, routine property maintenance, and local deliveries.
  

• Manage vehicle servicing schedules, license renewals, and personal procurement.
  

Diary, Travel & Logistics

• Manage personal, family, and professional calendars, resolving schedule clashes proactively.
  

• Research, book, and compile clear itineraries for domestic and international travel, including flights, accommodation, transport, and leisure bookings.
  

General Administrative Support

• Maintain clean, secure digital document archives.
  

• Handle discreet ad-hoc projects and local errands across the Southern Suburbs and greater Cape Town.
  

4 to 7 years’ experience in executive assistance, boutique office management, or legal/financial administration.

Practical understanding of how Pty Ltds, trusts, and commercial bank accounts operate.

Proven ability to handle sensitive commercial and family matters with strict confidentiality (Non-Disclosure Agreement required).

Polished written and verbal communication skills.

Practical bookkeeping experience, including maintaining accurate records, liaising with accountants and payroll providers, and filing supporting documentation.

Valid South African driver’s license and own reliable vehicle.

Ability to work autonomously as a self-starter.

Xero experience required.