Financial Operations Associate - Asset Management

Hire Resolve; Wes-Kaap; On-site; ZAR 300,000 - 520,000; Full time

Job summary

A leading recruitment agency is actively seeking a driven Financial Operations Associate for a client in the Asset Management sector in South Africa. This exciting role involves supporting the financial operations team, managing client relationships, and ensuring compliance with regulations. Candidates should have a Bachelor's degree and 1-3 years of relevant experience. The position offers a competitive salary based on experience and a dynamic work environment.

Qualifications

• 1-3 years of experience in financial operations, especially in asset management.
• Strong understanding of financial instruments and asset management processes.
• Self-motivated with a proactive approach to problem-solving.
• Strong understanding of financial instruments and asset management processes.
• Excellent analytical skills and attention to detail.
• Proficiency with Microsoft Excel and financial management software.
• Strong written and verbal communication skills.
• Ability to work collaboratively in a team and manage multiple tasks.
• Self-motivated with proactive problem solving.

Responsibilities

• Support financial operations team with accuracy and efficiency of transactions.
• Collaborate with client portfolio manager for operational support.
• Maintain and update CRM systems for efficient client data management.
• Understand client structures, including platforms, endowments, funds, and PSPs for efficient service.
• Oversee client portfolio transfers, including S42 and S14 processes.
• Partner with the COO and Finance Director on client service improvement projects.
• Occasional coverage for the office manager to ensure continuity.

Skills

Analytical skills

Client relationship management

Communication skills

Team collaboration

Attention to detail

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Microsoft Excel

Financial management software

Job description

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 organization.

As a Financial Operations Associate, you will be responsible for supporting the financial operations team in ensuring the accuracy and efficiency of financial transactions and reporting. This role requires a strong analytical mindset, attention to detail, and the ability to work effectively in a team setting.

Key Responsibilities

• Client Relationship Management: Collaborate with the client portfolio manager to execute meeting outcomes, fulfill client requests, and provide comprehensive administrative support, including account setups, terminations, payments, tax packs, and statements.
• CRM & Compliance Management: Maintain and update CRM systems, particularly iress, to ensure accurate and efficient client data management. Stay current with compliance standards (FAIS, FICA, and POPIA), completing all required tests and updates.
• Service Provider Liaison: Develop strong relationships with service providers and suppliers, enhancing collaboration and streamlining processes.
• Client Structure Knowledge: Maintain a robust understanding of client structures, including platforms, endowments, funds, and Personal Share Portfolios (PSPs), enabling efficient and accurate client service.
• Portfolio Administration: Oversee client portfolio transfers, including managing Section 42 (S42) and Section 14 (S14) processes, ensuring timely and compliant execution.
• Project Collaboration: Partner with the COO and Finance Director on client service enhancement projects, such as broker consolidation (e.g., Investec Offshore) and iress improvements.
• Office Management Support: Provide occasional coverage for the office manager and ensure administrative continuity.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• Located near Constantia, CT
• 1-3 years of experience in financial operations, particularly within asset management or related financial services.
• Strong understanding of financial instruments and asset management processes.
• Excellent analytical skills and attention to detail.
• Proficiency in Microsoft Excel and experience with financial management software.
• Strong communication skills, both written and verbal.
• Ability to work collaboratively in a team environment and manage multiple tasks simultaneously.
• Self‑motivated with a proactive approach to problem‑solving.

• Salary negotiable

Our client is offering a highly competitive salary for this role based on experience.

• Apply for this role today on LinkedIn or contact Lidene Pienaar at Hire Resolve
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [e-mail]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.