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Western Cape: Operations Associate posted by Hire Resolve

Operations Associate

Posted on 2025-02-01

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Category Finance Accounting

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Job Summary

Hire Resolve is seeking a skilled and proactive Operations Associate for a reputable financial services firm. This role is ideal for a detail-oriented professional with strong administrative and financial experience, ready to contribute to a dynamic team. The Operations Associate will play a vital role in supporting client service, compliance, and operational efficiency within the organization. If youre passionate about financial services and thrive in a fast-paced, team-oriented setting, we encourage you to apply!

Responsibilities

  • Collaborate with the Client Portfolio Manager to implement meeting outcomes and address client requests promptly.
  • Provide comprehensive administrative support to clients, including account setups, terminations, payments, and preparation of tax packs and statements.
  • Maintain and update CRM systems (primarily Iress), ensuring accurate and up-to-date client data.
  • Ensure strict compliance with FAIS, FICA, and POPIA regulations, including completion of mandatory updates and tests.
  • Build and maintain strong working relationships with service providers and suppliers, ensuring effective communication and support.
  • Develop in-depth knowledge of client structures and financial products (such as platforms, endowments, funds, and PSPs) to facilitate effective account management.
  • Manage S42s, S14s, and other processes related to client portfolio transfers.
  • Support the COO/FD on special projects aimed at enhancing client service delivery, including system enhancements and operational improvements.

Requirements

  • Bachelors degree in Finance, Business Administration, Economics, or related field; CFA Level I or financial certifications are a plus.
  • 2-3 years of experience in an operations or administrative role within asset management, financial services, or investment firms.
  • Advanced proficiency in Microsoft Office, especially Excel, and familiarity with CRM systems like Iress; experience with financial platforms such as Bloomberg, Morningstar, or FactSet is advantageous.
  • Strong knowledge of regulatory standards (FAIS, FICA, POPIA) and experience in adhering to compliance, audit, and risk management procedures.
  • Exceptional analytical skills, attention to detail, and problem-solving abilities to manage data accuracy, client transactions, and operational workflows.
  • Excellent communication skills, with a client-focused approach and ability to build strong relationships with clients, service providers, and internal teams.
  • Ability to manage multiple tasks efficiently, track deadlines, and support ongoing projects related to system upgrades and process improvements.
  • Team-oriented with a flexible and proactive “can-do” attitude, willing to adapt to changing priorities and contribute to a positive work culture.
View Job  Cape Town: Tech Support Customer Service Representative posted by CallForce

Benefits

  • Salary:

    Negotiable

 

Start with your next career changing move.

  • Apply for this role today, contact Gustav Vogel at Hire resolve or on LinkedIn
Posted in Jobs in Western Cape

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