Our client, a prominent family office based at their office in Val de Vie, Paarl, managing a diverse portfolio including property development ventures, agricultural ventures, & financial investments, is seeking an energetic and skilled Accountant to provide support & assist in the effective management of their select clients.

The family office oversees various functions including treasury, accounting, financing, administration, compliance, & multi-generational planning.

This role will assist the Financial Director with diverse administrative & operational tasks. The role includes training & mentorship to handle client administration, financial oversight, farming operations, commercial property management, & compliance. This is an ideal role for a recent graduate or someone who completed articles and would like to build a career in private family wealth, financial planning and accounting.

KPI’s will include (but not be limited to): Personal Assistance: Provide administrative support to the Financial Director, including managing schedules, coordinating meetings, & handling correspondence *Client Administration: Manage select clients professionally & efficiently *Financial Administration: Assist with treasury functions, financing, & financial reporting, with training for advanced tasks *Data Management: Use advanced Excel skills for financial data organization, analysis, & reporting, *Compliance: Ensure adherence to regulatory & internal policies, maintain accurate documentation, & support compliance efforts *Travel to & oversee various sites, including farms & properties *Record-keeping, scheduling, & communications *Receive training to progressively assume more complex responsibilities.

Essential qualifications, skills and experience:

• Bachelor’s degree in Accounting or a related field with 1-2 years’ relevant experience, OR a degree in Accounting with completed SAIPA/CIMA articles (recent graduates are encouraged to apply);

• Previous work experience at an accounting- or wealth management firm will be advantageous;

• Fully bilingual (Afrikaans & English);

• Excellent computer literacy (MS Office, specifically Excel, including data analysis & reporting functions);

• Strong attention to detail & accuracy;

• Valid driver’s license & own reliable transport.

Please apply online at www.m3online.co.za before 09:00 on 21 October 2024.

For general enquiries, contact our team at M3 Human Capital Management on 021 863 1444.

Please note that only shortlisted candidates are contacted. If you don’t hear from us within two weeks of the closing date, please assume that your application was unsuccessful.