Operations Administrator

RealFin Capital Partners (Pty) Ltd; Wes-Kaap; On-site; ZAR 25,000 - 35,000; Full time

Job summary

A small financial services company in South Africa is seeking an Operations Administrator to support client onboarding, account maintenance, and operational processes. The ideal candidate should be highly organised, eager to learn, and willing to take initiative. No prior experience is necessary as full training will be provided. This role is an excellent opportunity for those looking to gain exposure across various business functions in a smaller corporate environment.

Qualifications

• No prior experience necessary – full training provided.
• Ideal for a highly organised individual who is passionate about efficiency.

Responsibilities

• Assist with client onboarding including KYC/AML checks.
• Process transfers of investments from other financial institutions.
• Coordinate with custodians and platforms to resolve administrative issues.
• Streamline operational processes to improve workflow efficiency.
• Provide administrative support to directors and associates.

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

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

Client and Account Administration

• Assist with client onboarding including KYC/AML checks, account opening, and documentation.
• Process transfers of investments from other financial institutions.
• Handle account changes (address updates, beneficiaries, etc.).
• Coordinate with custodians and platforms to resolve administrative issues.
• Maintain accurate and up-to-date client records.
• Process client investment transactions (redemptions, additions, switches etc.).
• Coordinate with custodians, platforms, or fund managers to ensure timely and accurate execution of client investment transactions.
• Requesting and saving supporting documents for valuation purposes.
• Obtain source documents for annual tax reporting.

Operational Support and Process Management

• Support directors and associates with meeting prep and follow-up tasks.
• Monitor workflows to ensure operational tasks are completed in a timely manner.
• Streamline operational processes to improve workflow efficiency.

Compliance

• Assist with the company’s audits.

General Office Support

• Provide administrative support to directors and associates.
• Manage office supplies and vendor relationships when required.
• Arrange shipment and delivery of company and client related documents when required.

Client Relationships

• Assist directors and associates with organising client gifts.

Qualifications

Bachelor's degree (any discipline).

Experience

No prior experience necessary – full training provided.

Ideal for a highly organised individual who is passionate about efficiency and eager to learn in a small-company environment.

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 vehicle.

Salary

Market related.

We are a small company of less than ten employees. As such, this role is for someone who is not looking for the “big corporate” experience. However, our small staff complement is by design and our assets under management are substantial. In addition, the key individuals of the company are some of the most respected in the industry. This is a fantastic opportunity for someone who does not have experience and would like to gain exposure across all aspects of the business. This role is suitable for someone who is highly organised and passionate about streamlining processes through the preparation and maintenance of quality records.