Job Description

Our client, a financial services provider, based in Kenilworth Cape Town, is recruiting for a Personal Assistant/Office Manager to join their team on a half-day, 6 to 12 month contractual basis.

Minimum Requirements
  • Grade 12 - National Senior Certificate
  • Valid Drivers License and own vehicle
  • Valid SA ID
  • Clear criminal record
Technical Competencies
  • Microsoft Excel, PowerPoint, Outlook, Word, Google Drive, Google Sheets, Gmail, Cloud, Slack and Excel
Personal Competencies:
  • Customer centric
  • Professional
  • Strong administrative skills
  • Presentable
  • Strong organisational skills
  • Innovative
  • Punctual
  • Excellent interpersonal skills
  • Excellent verbal and written communication skills
  • High performance culture and ethic
  • Strong problem solving skills
  • Flexible, self-motivated and proactive
  • Trustworthy with high standards of personal integrity
Performance Areas Tasks/Functions:
  • Need to be technologically literate
  • Be good with numbers
  • Be a people's person and able to engage with people professionally
  • Be able to read legal documents in English and understand license requirements
  • Be able to prepare paperwork for the book keepers
  • Be able to submit applications for license / emigration / company formations
  • Be able to submit compliance reports to the FSB - basic insurance compliance work
  • Knowledge of opening bank accounts in foreign jurisdictions
  • Knowledge of the implementation of KYC / AML procedures
  • Read requirements for applications such as for the starting of companies / business licenses for different jurisdictions
  • Need to understand the difference between cryptos, futures, securities and derivative
  • Find out what are the requirements for payment provider licenses in countries like Taiwan, Philippines and Hong Kong
  • Submit payroll figures to accountants / book keepers
  • Submit bank statements to accountants / book keepers
  • Gather information for taxes from the banks and call estate agents if a property needs to be valued
  • Organise flights, appointments and visa’s
  • Update web content
Working Hours
  • Mondays to Fridays, 08:00 to 13:00 (20 to 25hrs per week)
  • Hybrid - 2 days in office, 3 days from home (can work more from office as choice)
  • R18,000 per month CTC
  • Annual Leave

Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202229 subject heading or email body.

Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its’ appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful and we encourage you to reapply.

Your CV will be kept on our database for us to contact you should any future vacancies become available. If you do not wish for us to keep your CV for any other positions, please email


Employee Type
Contract Part-Time
Kenilworth Cape Town Western Cape
Min Salary
0.00 ZAR
Max Salary
0.00 ZAR