Job Description
- Prepare and process investment instructions, including submission via internal systems and follow-up to completion
- Handle daily and monthly EFT payments on behalf of clients, including verification and system capturing
- Monitor debit balances and assist team members with corrective actions
- Facilitate onboarding of new clients, including completion and capturing of all required documentation
- Prepare and file meeting notes promptly and accurately
- Maintain electronic and physical filing systems in compliance with financial services legislation
- Liaise with internal investment administration and support departments
- Manage office stock and consumables to ensure smooth operations
- Provide general administrative and secretarial support, including:
- Typing and filing client correspondence
- Diary management and event bookings
- Reception duties when required
Minimum Requirements
- Matric (preferably with Accounting)
- A bookkeeping or accounting diploma is advantageous
- Minimum of 2 years’ experience in a similar role, specifically within investment administration or broker support
- Exposure to unit trusts, local and offshore investments, life assurance, or wills is advantageous
- Intermediate computer literacy, particularly in MS Office and Excel
Key Competencies
-
Strong attention to detail
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Excellent organisational and time management skills
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Ability to work independently
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Problem-solving ability and initiative
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Strong administrative and communication skills
*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*
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.
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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