Western Cape: Operations Associate posted by Hire Resolve

February 2, 2026 Jobs in South Africa

Hire Resolve

Western Cape

Other Finance/Accounting

Job Description

About the Role

Hire Resolve is seeking a skilled and proactive Operations Associate to support client service, compliance, and operational efficiency within our reputable financial services firm. If you are passionate about financial services and thrive in a fast-paced, team-oriented setting, we encourage you to apply.

Key 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

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.

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Qualifications

Bachelor’s degree in Finance, Business Administration, Economics, or related field; CFA Level I or financial certifications are a plus.

Salary & Benefits

Salary: Negotiable

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

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For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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