Client Onboarding & Operations Specialist

Rory Mackie & Associates; Paarl; Vor Ort; ZAR 450.000 - 600.000; Vollzeit

Zusammenfassung

Rory Mackie & Associates seeks an energetic, capable professional to support a stockbroking team. Duties include onboarding clients, maintaining accounts, processing payments, and assisting with trading and reporting. You will interact with high-net-worth clients and collaborate across teams to enhance service delivery.

The role requires 2–3+ years in financial services, strong Excel skills, and fluency in English and Afrikaans. Applicants should be proactive and work well under pressure.

Qualifikationen

• 2–3+ years’ experience in a financial services provider.
• Fluent in English and Afrikaans with excellent communication and writing ability.
• Entrepreneurial mindset; able to work independently and within a team.
• Strong analytical skills and high attention to detail.
• Willing to work beyond traditional hours and under pressure.

Aufgaben

• On-board and maintain client accounts (individual, corporate, trust & estate) for local and international accounts.
• Set up and maintain client online access.
• Process payments and cash transfers.
• Process internal and external share transfers.
• Process share allocations.
• Assist clients with Corporate Action elections.
• Assist clients with generating statements/contract notes and tax packs.
• Process Auto Call and Structured Product applications, calls and rolls.
• Assist with Local and Currency Trading requests (including local settlements and offshore remittances).
• Assist with general client queries and resolutions (including technical and digital).
• Assist with writing records for clients.
• Actively engage with stakeholders to identify opportunities to improve services.
• Participate in knowledge-sharing and cross-skilling within the team.

Kenntnisse

Financial services experience

Fluent English & Afrikaans

Excellent communication & writing

Entrepreneurial mindset

Independent & team player

Analytical skills

Strong work ethic & integrity

Proactive, self-starter

Tools

Advanced Excel

XPlan

AtWork

Bloomberg

Morningstar

IRESS

Jobbeschreibung

Rory Mackie & Associates seeks an energetic, capable professional to support a stockbroking team. Duties include onboarding clients, maintaining accounts, processing payments, and assisting with trading and reporting. You will interact with high-net-worth clients and collaborate across teams to enhance service delivery.

The role requires 2–3+ years in financial services, strong Excel skills, and fluency in English and Afrikaans. Applicants should be proactive and work well under pressure.