Operations Administrator

Wenz; Cape Town; On-site; ZAR 180,000; Full time

Job summary

A financial services firm in Cape Town seeks an Operations Administrator to support client onboarding and account maintenance tasks. The ideal candidate will be detail-oriented, highly organised, and self-motivated, with a willingness to learn. No prior experience is required as full training will be provided. A Bachelor's degree is essential, and an own car is necessary.

Qualifications

• No prior experience necessary - full training provided.
• Own car required.

Responsibilities

• Assist with client onboarding including KYC/AML checks and documentation.
• Handle account changes such as address updates and beneficiaries.
• Process client investment transactions like redemptions and switches.
• Support directors with meeting preparation and follow-up tasks.
• Assist with the company's audits.
• Provide general administrative support.

Skills

Highly organised

Attention to detail

Self-motivated

Takes initiative

Willing to learn

Problem-solving attitude

Ambitious

Great attitude

Takes responsibility and accountability for tasks

Education

Bachelor's degree (any discipline)

Job description

OPERATIONS ADMINISTRATOR - Investments

The Operations Administrator is responsible for supporting the operational infrastructure of the company. This includes client onboarding, account maintenance, compliance documentation, data entry, reporting, liaising with custodians/platforms, and assisting with internal systems and procedures. The ideal candidate will be highly organised, tech-savvy, detail-oriented, and able to work independently.

Responsibilities & Functions

1. Client and Account Administration
2. Assist with client onboarding including KYC/AML checks, account opening, and documentation.
3. Process transfers of investments from other financial institutions.
4. Handle account changes (address updates, beneficiaries, etc.).
5. Coordinate with custodians and platforms to resolve administrative issues.
6. Maintain accurate and up-to-date client records.
7. Process client investment transactions (redemptions, additions, switches, etc.).
8. Coordinate with custodians, platforms, or fund managers to ensure timely and accurate execution of client investment transactions.
9. Request and save supporting documents for valuation purposes.
10. Obtain source documents for annual tax reporting.
11. Operational Support and Process Management
12. Support directors and associates with meeting preparation and follow-up tasks.
13. Monitor workflows to ensure operational tasks are completed in a timely manner.
14. Streamline operational processes to improve workflow efficiency.
15. Compliance
16. Assist with the company's audits.
17. General Office Support
18. Provide administrative support to directors and associates.
19. Manage office supplies and vendor relationships when required.
20. Arrange shipment and delivery of company and client-related documents when required.
21. Client Relationships
22. Assist directors and associates with organising client gifts.

Salary & Qualifications

• R180,000 p/a CTC
• Bachelor's degree (any discipline)
• No prior experience necessary - full training provided

Ideal Candidate Characteristics & Skills

• Highly organised
• Attention to detail
• Self-motivated
• Takes initiative
• Willing to learn
• Problem-solving attitude
• Ambitious
• Great attitude
• Takes responsibility and accountability for tasks

Other Requirements

• Own car required