Banking & Investment Operations Specialist

The Recruitment Council; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a dynamic Associate – Banking & Investment Support Officer to enhance their prestigious family office team. This role involves managing banking and investment accounts, executing client instructions, and providing exceptional client service. The ideal candidate will bring 5-8 years of financial industry experience, strong organizational and interpersonal skills, and a commitment to maintaining high standards of service. Join a collaborative environment where your expertise will contribute to meaningful client relationships and impactful financial management. If you are motivated by challenges and thrive in a dynamic setting, this opportunity is perfect for you.

Qualifications

• 5-8 years of experience in the financial industry is preferred.
• Team management experience is required.

Responsibilities

• Manage banking and investment accounts, ensuring accurate execution of instructions.
• Prepare and input investment transactions, maintaining up-to-date records.

Skills

Organisational Skills

Decision-Making Skills

Technical Skills

Interpersonal Skills

Client Care Orientation

Confidential Information Management

Education

Degree or Higher Diploma

STEP Qualifications

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Financial Accounting Packages

Job description

An established industry player is seeking a dynamic Associate – Banking & Investment Support Officer to enhance their prestigious family office team. This role involves managing banking and investment accounts, executing client instructions, and providing exceptional client service. The ideal candidate will bring 5-8 years of financial industry experience, strong organizational and interpersonal skills, and a commitment to maintaining high standards of service. Join a collaborative environment where your expertise will contribute to meaningful client relationships and impactful financial management. If you are motivated by challenges and thrive in a dynamic setting, this opportunity is perfect for you.