Job Summary
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an Office Coordinator to their team based in Bellville Cape Town.
Requirements:
- Matric.
- 2 Years Administration experience.
Responsibilities, but not limited to:
Facilities Management
- Manage and approve office purchases for all offices (stationary, client refreshments, groceries).
- Coordinate parking arrangements where applicable.
- Furniture (purchases, repairs & disposal).
- Telephones (setup and maintenance).
- Coordinate office moves (within offices and between locations).
- Lead and oversee office renovation and improvement projects.
- Manage electricity top-ups where required.
- Administer access control (onboarding/removal of staff and monthly reconciliations).
- Act as intermediary between staff and IT support when issues arise.
- Distribute building management communications to all staff.
- Initial Office setup & Maintenance (printers, binders, shredders, water coolers).
- Maintain storerooms in an organised and tidy condition.
- Ensure coffee machines are maintained and fully operational.
General and Office Administration
- Coordinate courier arrangements as required.
- Manage cleaning staff and ensure adherence to schedules and cleanliness standards.
- Oversee provider contracts and manage advisor code applications and terminations.
- Facilitate the setup of seed data feeds for advisors.
- Distribute internal communications (e.g. updated forms from product providers).
- Compile, implement, and maintain internal policies and procedures (e.g. onboarding, purchasing processes).
- Download and save Seed statements monthly.
Events
- Source and secure venues for events (client functions, strategic sessions, year-end functions, etc.)
- Design and distribute event invitations.
- Coordinate catering, entertainment/speakers, furniture hire, décor, and gifts.
- Manage attendance tracking for client events.
- Organise internal social events and liaise with regional offices regarding budgets.
- Arrange travel logistics for staff (flights, accommodation, car rentals, etc.).
Employee Onboarding and Exits
- Procure required hardware (laptops, screens, keyboards, telephones, etc.)
- Coordinate device setup, including required licences and configurations.
- Arrange access to all necessary systems and platforms (e.g. Zoho, CCM).
- Set up and maintain professional email signatures.
- Maintain accurate employee records on CRM during onboarding.
- Notify Compliance Officer of new employees for FIC screening.
- Conduct new employee inductions (introductions to staff, office orientation, welcome communication).
- Arrange professional profile photos for website and internal use.
Marketing and Design
- Procure business cards, company folders and other promotional items.
- Create and maintain advisor Introduction Letters.
Reception
- Answer and direct incoming calls in a professional and efficient manner.
- Take accurate messages and ensure timely communication to relevant staff.
- Welcome and assist clients and visitors, ensuring a positive first impression.
- Notify advisors and assistants promptly of clients waiting at reception.
- Coordinate refreshments for meetings by liaising with support staff (e.g. tea and coffee requests).
- Maintain a tidy, organised, and presentable reception area at all times.
Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.