Western Cape: Financial Operations Associate – Asset Management posted by Hire Resolve
Posted on 2025-05-07 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Western Cape |
Job Summary
Hire Resolve is actively seeking a driven Financial Operations Associate to join our client in the Asset Management sector. This is an exciting opportunity for someone who is passionate about finance and looking to make a significant impact in a dynamic organization.
As a Financial Operations Associate, you will be responsible for supporting the financial operations team in ensuring the accuracy and efficiency of financial transactions and reporting. This role requires a strong analytical mindset, attention to detail, and the ability to work effectively in a team setting.
Key Responsibilities
- Client Relationship Management: Collaborate with the client portfolio manager to execute meeting outcomes, fulfill client requests, and provide comprehensive administrative support, including account setups, terminations, payments, tax packs, and statements.
- CRM & Compliance Management: Maintain and update CRM systems, particularly iress, to ensure accurate and efficient client data management. Stay current with compliance standards (FAIS, FICA, and POPIA), completing all required tests and updates.
- Service Provider Liaison: Develop strong relationships with service providers and suppliers, enhancing collaboration and streamlining processes.
- Client Structure Knowledge: Maintain a robust understanding of client structures, including platforms, endowments, funds, and Personal Share Portfolios (PSPs), enabling efficient and accurate client service.
- Portfolio Administration: Oversee client portfolio transfers, including managing Section 42 (S42) and Section 14 (S14) processes, ensuring timely and compliant execution.
- Project Collaboration: Partner with the COO and Finance Director on client service enhancement projects, such as broker consolidation (e.g., Investec Offshore) and iress improvements.
- Office Management Support: Provide occasional coverage for the office manager and ensure administrative continuity.
Requirements:
- Bachelor’s degree in Finance, Accounting, or a related field.
- Located near Constantia. CT
- 1-3 years of experience in financial operations, particularly within asset management or related financial services.
- Strong understanding of financial instruments and asset management processes.
- Excellent analytical skills and attention to detail.
- Proficiency in Microsoft Excel and experience with financial management software.
- Strong communication skills, both written and verbal.
- Ability to work collaboratively in a team environment and manage multiple tasks simultaneously.
- Self-motivated with a proactive approach to problem-solving.
- Salary negotiable
Contact Hire Resolve for your next career-changing move today
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today on LinkedIn or contact Lidene Pienaar at Hire Resolve
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
Click Go Apply to apply online!
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