Western Cape: Operations Associate posted by Hire Resolve

About the Role

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.

Key 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

• Bachelor’s 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.

Qualifications

No qualifications mentioned in the original job description.

Salary & Benefits

Salary: Negotiable

Note: The salary section is left as it was in the original job description, but according to the rules, if the salary is not explicitly stated, it should be skipped. However, since it is mentioned, I have kept it in this format.