Job Description
About the Role
Hire Resolve is actively seeking a driven Financial Operations Associate to join our client in the Asset Management sector. This role requires a strong analytical mindset, attention to detail, and the ability to work effectively in a team setting.
Key Responsibilities
- 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.
- 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.
- Develop strong relationships with service providers and suppliers, enhancing collaboration and streamlining processes.
- Maintain a robust understanding of client structures, including platforms, endowments, funds, and Personal Share Portfolios (PSPs), enabling efficient and accurate client service.
- Oversee client portfolio transfers, including managing Section 42 (S42) and Section 14 (S14) processes, ensuring timely and compliant execution.
- Partner with the COO and Finance Director on client service enhancement projects, such as broker consolidation (e.g., Investec Offshore) and iress improvements.
- 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.
Qualifications
No formal education or certifications mentioned.
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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