Detail-Driven Financial Operations Specialist

The Recruitment Council; Hillcrest; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services recruitment agency is looking for a highly motivated Financial Operations Specialist based in KwaZulu-Natal, Hillcrest. In this role, you will process client instructions with accuracy and engage with various stakeholders to ensure seamless service. Candidates should have a degree in Commerce or Finance and prior administrative experience in financial services. Proficiency in Microsoft Excel is essential. This position offers an opportunity to contribute significantly to client administration and enhance business operations.

Qualifications

• Completed or in-progress degree in commerce or finance is required.
• Administrative experience in financial services sector is necessary.
• Background in Unit Trust or Retirement Fund administration is advantageous.
• High proficiency in Microsoft Office, especially Excel.
• Proactive and willing to work overtime when necessary.

Responsibilities

• Process various client instructions including investments and redemptions.
• Conduct daily checks on transactions and perform reconciliations.
• Review and verify colleague's work for compliance and accuracy.
• Collaborate with Client Relationship and Operations teams on queries.
• Identify and assist in improving existing systems and processes.

Skills

Attention to Detail

Proficiency in Microsoft Excel

Effective Communication

Action-Oriented

Collaborative Spirit

Education

Undergraduate degree in Commerce or Finance

Job description

A financial services recruitment agency is looking for a highly motivated Financial Operations Specialist based in KwaZulu-Natal, Hillcrest. In this role, you will process client instructions with accuracy and engage with various stakeholders to ensure seamless service. Candidates should have a degree in Commerce or Finance and prior administrative experience in financial services. Proficiency in Microsoft Excel is essential. This position offers an opportunity to contribute significantly to client administration and enhance business operations.