Operations Associate: Elevate Client Service & Compliance

Hire Resolve; Wes-Kaap; On-site; ZAR 279,000 - 390,600; Full time

Benefits offered by this job

Negotiable salary

Job summary

A reputable financial services firm in South Africa seeks a skilled Operations Associate. This role requires strong administrative and financial experience. Responsibilities include collaborating with the Client Portfolio Manager, providing comprehensive administrative support, managing client data, and ensuring compliance with regulations. The ideal candidate should have a relevant degree, 2-3 years of experience, and advanced proficiency in Microsoft Office. This position offers competitive compensation and the chance to contribute to a dynamic team.

Qualifications

• Must have 2-3 years of experience in an operations or administrative role within financial services.
• Advanced Microsoft Office skills, especially Excel, are essential.
• Strong knowledge of regulatory standards (FAIS, FICA, POPIA) is required.

Responsibilities

• Collaborate with the Client Portfolio Manager to address client requests.
• Provide administrative support including account setups and payments.
• Maintain accurate client data in CRM systems.

Skills

Client-focused communication

Analytical skills

Attention to detail

Problem-solving abilities

Proficiency in Microsoft Excel

Education

Bachelor’s degree in Finance, Business Administration, Economics

CFA Level I or financial certifications

Tools

Iress

Bloomberg

Morningstar

FactSet

Job description

A reputable financial services firm in South Africa seeks a skilled Operations Associate. This role requires strong administrative and financial experience. Responsibilities include collaborating with the Client Portfolio Manager, providing comprehensive administrative support, managing client data, and ensuring compliance with regulations. The ideal candidate should have a relevant degree, 2-3 years of experience, and advanced proficiency in Microsoft Office. This position offers competitive compensation and the chance to contribute to a dynamic team.