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Family Office Financial Assistant

Pnet
2 hours ago
Full-time
On-site
Cape Town, Western Cape, South Africa
R220,000 - R240,000 ZAR yearly
Reference: CFA021387-KR-1

Join a well-established private family office as a Family Office Financial Assistant. This role offers exposure to a diverse portfolio of companies, trusts, and properties while supporting financial administration, compliance, reporting, and day-to-day finance operations in a professional and confidential environment.

Duties & Responsibilities


Job Description:
  • Maintain accounting records across multiple entities, including companies, trusts, and related structures
  • Assist with monthly management accounts, month-end processes, and reporting packs
  • Support year-end financial statements and consolidation reporting
  • Assist with income tax administration, submissions, and compliance requirements
  • Prepare audit files and liaise with auditors and external advisors
  • Support B-BBEE, FICA, POPI, StatSA, and other compliance-related activities
  • Perform monthly rental reviews and oversee property-related financial administration
  • Maintain lease agreements, title deed registers, insurance records, and renewal schedules
  • Provide company secretarial support, including annual returns, resolutions, and statutory records
  • Liaise with accountants, auditors, legal advisors, and service providers while supporting ad hoc projects
 
Skills & Experience:
  • Previous bookkeeping or accounting experience
  • Family office experience advantageous but not essential
  • Sound understanding of accounting principles and tax requirements
  • Proficiency in accounting software and Microsoft Excel
  • Strong organisational, problem-solving, and communication skills
  • High levels of integrity, discretion, and professionalism
  • Ability to work independently, manage multiple priorities, and maintain confidentiality
 
Qualification:
  • Relevant bookkeeping or accounting qualification advantageous. Practical experience and professionalism will be highly regarded
 
 
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Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.
 
If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database, and we will connect with you with any other suitable roles or positions.

Package & Remuneration

R 220 000 - R 240 000 - Annually