Western Cape: Financial Operations Associate – Asset Management posted by Hire Resolve
Posted on 2025-07-27 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!
Get Similar Job Alerts
More jobs in Western Cape
More jobs in Western Cape
Browse Other Finance/Accounting Jobs
Browse Hire Resolve Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Western Cape: Nail Tech/Supervisor-Qatar posted by Kozma&Kozma
Are you a talented and experienced Nail Technician with leadership skills? Our Luxury Salon in Qatar is looking for a Nail TechSupervisor to oversee our...
View Job
Nail Tech/Supervisor-Qatar
Western Cape: Retail Store Manager posted by The David Legacy
Two Retail Store Manager positions available, one at Barrydale Western Cape branch and one at Strandfontein Mitchells Plain branch.Our client in the food...
View Job
Retail Store Manager
Western Cape: Digital Content Planner posted by InteractiveMedia
Were a small but ambitious digital agency in Somerset West, near Cape Town, seeking a creative, organised, and proactive content planner to join our team....
View Job
Digital Content Planner
Western Cape: Sales Campus Manager posted by NA Consulting
Are you a self-motivated, driven, customer focused and assertive Sales Manager with strong leadership and mentoring skills. Can you close your own sales and...
View Job
Sales Campus Manager
Western Cape: Admin Assistant posted by Talent Fox SA
Our client, a national food manufacturing company is seeking to employ an Admin Assistant to join their production facility in Cape Town.Minimum...
View Job
Admin Assistant
Western Cape: Junior Driver -Code 10 – George Area posted by Staffing-Jet
Responsible for transporting goods safely and efficiently while adhering to all traffic regulations and company policies whilst ensuring timely deliveries...
View Job
Junior Driver -Code 10 – George Area
Western Cape: TERREIN (SITE) VOORMAN – DRINGEND BENODIG posted by Jolene Van Schalkwyk
Verkieslik kennisondervinding van betonvloere betonvloerwerkeGeldige bestuurslisensieWoonagtig in KuilsrivierBrackenfell areaMoet in noue verband met 15...
View Job
TERREIN (SITE) VOORMAN – DRINGEND BENODIG
Western Cape: Sales Representative – Urgent posted by Montana Recruitment
Sales Representative is Required by a Company in Western CapeExcellent communication skills both verbal and in written form. Experience in identifying and...
View Job
Sales Representative – Urgent
Western Cape: HR Officer (2IC to HR Manager) posted by Alu-Cab
Were Hiring HR Officer 2IC to HR ManagerLocation Cape Town Industry Manufacturing UnionisedCouncil MIBCOAre you an experienced and confident HR professional...
View Job
HR Officer (2IC to HR Manager)
Western Cape: Autos Press & Plating Team Leader – Maitland, Cape town posted by Paqueta Personnel
My client, a leading Manufacturing Company based in Maitland, Cape Town requires a competent and experienced Autos Press and Plating Team Leader to join...
View Job
Autos Press & Plating Team Leader – Maitland, Cape town
Western Cape: Sales Consultant posted by QPave
Join QPave as a Sales Representative in Cape TownAre you ready to advance your career in Sales? QPave, a leader in the paving industry, seeks a driven Sales...
View Job
Sales Consultant
Western Cape: SEO / GEO Specialist (German) posted by Swiss Gold Safe AG
To support our growing team, we are seeking a fully remote working, reliable, discreet, and proactive individual with experience in SEO and solid IT skills...
View Job
SEO / GEO Specialist (German)
Western Cape: ASSISTANT DECEASED ESTATE ADMINISTRATOR posted by Marais Muller Hendricks Attorneys
ASSISTANT DECEASED ESTATE ADMINISTRATOR KUILS RIVERMarais Muller Hendricks Attorneys Kuils River, requires the services of an Assistant Deceased Estate...
View Job
ASSISTANT DECEASED ESTATE ADMINISTRATOR
Cape Town City Centre: Technical Sales Representative (Granular Fertilizers & Biostimulants) – Western Cape
Are you passionate about agriculture and eager to help farmers succeed? Join my clients dynamic team leading the way in granular fertilizers and...
View Job
Technical Sales Representative (Granular Fertilizers & Biostimulants) – Western Cape
Western Cape: Admin & Personal Assistant posted by BRAIT DISTRIBUTORS
We are seeking a highly organized and proactive Admin Personal Assistant to support daily business operations and executive-level functions. The ideal...
View Job
Admin & Personal Assistant
South Africa: Lift Service Technician/Field Engineer Western Cape
MANUFACTURING Trade Test Certificate in Lift Mechanics 10 years of hands-on experience in lift and escalator servicing and repairs Strong mechanical and...
View Job
Lift Service Technician/Field Engineer Western Cape
Western Cape: Extruder Operator posted by First Draw Packaging
We are looking for a Plastic Extruder Operator to join our team Permanent Position in Blackheath Cape Town Must have 3 Years of experience in Plastic...
View Job
Extruder Operator
Western Cape: Extrusion Supervisor posted by First Draw Packaging
Plastic Film - Supervisor position We are based in Blackheath Cape Town Min 5 Years experience in film blowing Plastic Industry Must have mechanical...
View Job
Extrusion Supervisor
Western Cape: Senior Automation Tester
We are seeking a Senior Automation Tester with a strong background in building and maintaining automation frameworks from scratch. This is an exciting...
View Job
Senior Automation Tester
Western Cape: FIELD RESEARCHERS posted by PLUS 94
A leading Market Research Company seeks to employ the services of FIELD RESEARCHERS across South Africa to work on a project-to-project basis.Applicants...
View Job
FIELD RESEARCHERS
Western Cape: Field Researcher – Urgently Needed posted by PLUS 94
A leading Market Research Company seeks to employ the services of field researchers that reside in CAPE TOWN to work on a project-to-project basis....
View Job
Field Researcher – Urgently Needed
Stellenbosch: Senior Solar Design Engineer – Permanent | Hybrid | Western Cape, South Africa
About the Role As the Senior Solar Design Engineer , you will take ownership of the technical design process for utility-scale and commercial PV and BESS...
View Job
Senior Solar Design Engineer – Permanent | Hybrid | Western Cape, South Africa
Western Cape: Explosives Manager – Cape Winelands posted by Paqueta Personnel
My client, a well-known company with a global footprint requires a competent and qualified Explosives Manager for their site in Wellington in the heart of...
View Job
Explosives Manager – Cape Winelands
Western Cape: Qualified Auto Electrician – To start immediately posted by Cape Auto Electric
DUTIESDiagnosing on heavy duty and light duty vehiclesRepairing and Replacing Electrical ComponentsRepair all types of starters and alternatorsInstalling...
View Job
Qualified Auto Electrician – To start immediately
Western Cape: sales representative posted by SPECMED
We are looking for a motivated Sales Representative to join our rapidly growing team.The applicant must have their own vehicle.Experience is required and...
View Job
sales representative