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Western Cape: Financial Operations Associate – Asset Management posted by Hire Resolve

Financial Operations Associate – Asset Management

Posted on 2025-03-30

Employer Hire Resolve
Salary 0
Category 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.
View Job  Western Cape: Financial Manager (Production) posted by Communicate Finance

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

Posted in Jobs in Western Cape

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