Western Cape: Operational Assistant (PCS) posted by The Hiring House

Responsibilities
– Open new investment accounts at various third party Confirm that the client’s details has been recorded correctly.
– Ensure timely and correct investment of and disinvestment from share Check that the Trading Desk as per instruction has placed trades correctly.
– Ensure valid base costs are recorded on share transfers in and rolled over where
– Manage the client details on the portfolio management
– Capture and maintain client
– Link each portfolio/account on the portfolio management system to a Tyrus client
– Ensure the client’s preference regarding dividend payout or reinvestment is set up
– Ensure the client’s communication preferences regarding broker notes and statements are set up correctly.
– Ensure all restrictions regarding the trading of shares (e.g. for directors, employees, etc.) are captured (loaded on each portfolio not per client).
– Ensure quality of data through periodic clean-up
– Generate a username and password and link the client on the
– Monitor and manage the workflow system and ensure each instruction is executed within a specific timeframe.
– Address queries from Advisors and or Advisory Assistants
– Account for client loans against share
– Liaise externally with third party service
– Liaise internally with members of the Trading Desks and fellow operational
– Perform various ad hoc projects and tasks related to private client security portfolios

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Qualifications & Skills Required
– National Senior Certificate with relevant subjects and above average
– Undergraduate degree – Bcomm or relevant qualification with a minimum of three years’ experience in an operational environment in the financial services industry.
– Good knowledge of financial markets and
– Process driven and
– High level of attention to
– Ability to problem solve and recommend
– Excellent time management and commitment to SLA’s.
– Good planning and organisational
– Ability to learn
– Excellent communication skills, both oral and
– The ability to perform in a demanding team and able to work under
– Ability to work effectively as an individual and part of a team

Please call us on (***)***-****

NB: Should you noy hear from us within 6 weeks, please consider  your application unsuccessful.