Investment Operations Specialist

Tower Group South Africa (PTY) Ltd; Durban; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A financial services company in Durban is seeking a detail-oriented candidate to manage and process client instructions in compliance with business rules. Responsibilities include monitoring transactions, generating reports, and maintaining client relationships. Ideal candidates have a degree in commerce or finance and experience in administration, particularly in financial services. Proficiency in Microsoft Excel is required. This role may require occasional overtime.

Qualifications

• Candidate must have completed or be completing an undergraduate degree, preferably in commerce/finance.
• Previous administration experience required, preferably in Financial Services.
• Unit Trust/Retirement Fund background and experience advantageous.

Responsibilities

• Accurately process client instructions in line with business rules.
• Monitor financial transactions to ensure compliance.
• Generate and send reports to clients and manage queries.

Skills

Administration experience

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft Outlook

Education

Undergraduate degree in commerce/finance

Job description

A financial services company in Durban is seeking a detail-oriented candidate to manage and process client instructions in compliance with business rules. Responsibilities include monitoring transactions, generating reports, and maintaining client relationships. Ideal candidates have a degree in commerce or finance and experience in administration, particularly in financial services. Proficiency in Microsoft Excel is required. This role may require occasional overtime.