Menu Close

Western Cape: Operations Associate posted by Hire Resolve

Date 2024-11-05
Job Title Operations Associate
Employer Hire Resolve
More Information
Salary 0
Category Finance Accounting
Location Western Cape
/ Western Cape

Job Summary

Hire Resolve is seeking a skilled and proactive Operations Associate for a reputable financial services firm. This role is ideal for a detail-oriented professional with strong administrative and financial experience, ready to contribute to a dynamic team. The Operations Associate will play a vital role in supporting client service, compliance, and operational efficiency within the organization. If youre passionate about financial services and thrive in a fast-paced, team-oriented setting, we encourage you to apply!

Responsibilities

  • Collaborate with the Client Portfolio Manager to implement meeting outcomes and address client requests promptly.
  • Provide comprehensive administrative support to clients, including account setups, terminations, payments, and preparation of tax packs and statements.
  • Maintain and update CRM systems (primarily Iress), ensuring accurate and up-to-date client data.
  • Ensure strict compliance with FAIS, FICA, and POPIA regulations, including completion of mandatory updates and tests.
  • Build and maintain strong working relationships with service providers and suppliers, ensuring effective communication and support.
  • Develop in-depth knowledge of client structures and financial products (such as platforms, endowments, funds, and PSPs) to facilitate effective account management.
  • Manage S42s, S14s, and other processes related to client portfolio transfers.
  • Support the COO/FD on special projects aimed at enhancing client service delivery, including system enhancements and operational improvements.

Requirements

  • Bachelors degree in Finance, Business Administration, Economics, or related field; CFA Level I or financial certifications are a plus.
  • 2-3 years of experience in an operations or administrative role within asset management, financial services, or investment firms.
  • Advanced proficiency in Microsoft Office, especially Excel, and familiarity with CRM systems like Iress; experience with financial platforms such as Bloomberg, Morningstar, or FactSet is advantageous.
  • Strong knowledge of regulatory standards (FAIS, FICA, POPIA) and experience in adhering to compliance, audit, and risk management procedures.
  • Exceptional analytical skills, attention to detail, and problem-solving abilities to manage data accuracy, client transactions, and operational workflows.
  • Excellent communication skills, with a client-focused approach and ability to build strong relationships with clients, service providers, and internal teams.
  • Ability to manage multiple tasks efficiently, track deadlines, and support ongoing projects related to system upgrades and process improvements.
  • Team-oriented with a flexible and proactive “can-do” attitude, willing to adapt to changing priorities and contribute to a positive work culture.

Benefits

  • Salary:

    Negotiable

 

Start with your next career changing move.

  • Apply for this role today, contact Gustav Vogel at Hire resolve or on LinkedIn

Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Johannesburg: It Operations Specialist (Microsoft 365 And Cybersecurity) posted by Rory Mackie & Associates

Role Overview:Our client, a well-established Hedge Fund Manager, with a long history of delivering excellent returns, is seeking a proactive IT Operations Specialist to join their IT team. This person will be responsible for monitoring and improving their


View Job
It Operations Specialist (Microsoft 365 And Cybersecurity)

Cape Town: Head Of Operations posted by Rory Mackie & Associates

PURPOSE: Overall responsibility for the management of the procurement, logistics and technical compliance functions of our client, in support of revenue growth and profitability. Manage the relationship and deliverables of commercial partners and vendors.


View Job
Head Of Operations

Cape Town: Head Of Operations posted by Rory Mackie & Associates

Description of Company: Our client is a distributor of high-quality home, garden and outdoor products.Job Summary:The Head of Operations is responsible for overseeing the company`s daily operations. This role involves optimising operational workflows to en


View Job
Head Of Operations

Cape Town: Investment Fund Operations Associate (6-Month Ftc) – Newly Qualified Ca(Sa) posted by Rory Mackie & Associates

The Fund Operations team supports the business by facilitating flows into and out of the funds.Fund Operations owns the relationship with the Transfer Agent and is responsible for the oversightof their processes. As a Fund Operations Finance Associate you


View Job
Investment Fund Operations Associate (6-Month Ftc) – Newly Qualified Ca(Sa)

Cape Town: Investment Operations Administrator posted by Rory Mackie & Associates

Overview: Our client is an asset management company, licensed and regulated by the GFSC that works with high net-worth private clients, family offices, trusts and institutions. Their main products are funds of hedge funds, bespoke managed accounts and an E


View Job
Investment Operations Administrator

Cape Town: Team Leader: Retail Investment Operations posted by Rory Mackie & Associates

Overview: Our client, a well-established asset management company, is looking for a Team Leader to join their dynamic and growing LISP, within the Retail Operations Team. You will be responsible for the leadership of a diverse group of consultants as well


View Job
Team Leader

Cape Town: Retail Investments Operations Manager posted by Rory Mackie & Associates

Overview:Our client, a global asset manager, is seeking to appoint a Retail Operations Manager. They are looking for someone who is passionate about people and extends past call and query management to understanding and managing the client experience. The


View Job
Retail Investments Operations Manager

Cape Town: Branch Manager (Freight Operations) posted by Merand Corbett & Associates

Key Performance IndicatorsOperationsPrepare branch performance reports and recommendations for the MD.Develop policies and ensure compliance with safety, environmental, and fleet standards.Ensure adherence to Health & Safety legislation, including docu


View Job
Branch Manager (Freight Operations)

Boksburg: Branch Manager (Freight Operations) posted by Merand Corbett & Associates

Key Performance IndicatorsOperationsPrepare branch performance reports and recommendations for the MD.Develop policies and ensure compliance with safety, environmental, and fleet standards.Ensure adherence to Health & Safety legislation, including docu


View Job
Branch Manager (Freight Operations)

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

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 or


View Job
Financial Operations Associate – Asset Management

Western Cape: Operations Associate posted by Hire Resolve

Hire Resolve is seeking a skilled and proactive Operations Associate for a reputable financial services firm. This role is ideal for a detail-oriented professional with strong administrative and financial experience, ready to contribute to a dynamic team.


View Job
Operations Associate

Error making API request.

Share this to someone who needs a job:
Posted in Uncategorized

More Jobs in Your Area