Operations & Client Liaison Officer - Finance

Enablesa (Pty) Ltd; South Africa; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Enablesa (Pty) Ltd seeks an experienced Operations & Client Liaison Officer - Finance to join the Paarl, Western Cape team. You will monitor FX markets, prepare rate updates and support clients with FX transactions and payments.

The role involves market research, cross-border payments, and ensuring accurate capture and settlement of trades, with a focus on compliance and client service.

Qualifications

• Grade 12 required.
• Minimum 2 years’ relevant experience in finance / banking.
• Experience with foreign exchange markets, currency movements and exchange rate fundamentals.
• Knowledge of basic trading and settlement concepts.
• Knowledge of international and cross-border payment processes.
• Regulatory and compliance knowledge such as FICA and AML principles.
• Experience with systems such as Paradigm, Beeswax, Xero, Intellimali, Paymentology or Zendesk will be an advantage.

Responsibilities

• Monitor local and international foreign exchange markets.
• Prepare and distribute daily foreign exchange rates and market updates to clients and internal stakeholders.
• Conduct basic market research and analysis on currencies, economic indicators and market movements.
• Monitor factors affecting exchange rates, including interest rates, inflation, economic data and geopolitical developments.
• Provide factual market information and operational support to clients and internal stakeholders.
• Identify and communicate relevant market developments and potential trading opportunities to the appropriate manager/trader.
• Support the execution of foreign exchange transactions in accordance with approved mandates, procedures and authorisations.
• Ensure transactions are accurately captured and recorded.
• Monitor executed trades through to settlement.
• Receive and process authorised trade instructions.
• Support the execution of FX transactions in accordance with company procedures.
• Capture trades accurately onto the company system.
• Verify trade details, including currency, amount, exchange rate, value date and counterparty.
• Monitor outstanding trades and settlements.
• Liaise with banking partners regarding trade confirmations, payments and settlement requirements.
• Investigate and investigate failed, delayed or incorrect settlements.
• Maintain complete and accurate trade documentation.
• Assist with daily reconciliation of trades.
• Ensure settlement-related issues are resolved within agreed service levels.
• Process incoming and outgoing international payments.
• Liaise with banks and financial institutions regarding payment instructions and transaction queries.
• Assist clients with FX, banking, payment, card and transaction-related queries.
• Provide accurate information regarding rates, fees, limits and applicable products.
• Support FICA and AML compliance processes.

Skills

FX markets knowledge

Foreign exchange fundamentals

FICA AML knowledge

Cross-border payments

Client liaison & communication

Education

Grade 12

Tools

Paradigm

Beeswax

Xero

Intellimali

Paymentology

Zendesk

Job description

Our client is seeking an experienced Operations & Client Liaison Officer - Finance to join their Paarl, Western Cape Team

• Monitor local and international foreign exchange markets
  
• Prepare and distribute daily foreign exchange rates and market updates to clients and internal stakeholders
  
• Conduct basic market research and analysis on currencies, economic indicators and market movements
  
• Monitor factors affecting exchange rates, including interest rates, inflation, economic data and geopolitical developments
  
• Provide factual market information and operational support to clients and internal stakeholders
  
• Identify and communicate relevant market developments and potential trading opportunities to the appropriate manager/trader
  
• Support the execution of foreign exchange transactions in accordance with approved mandates, procedures and authorisations
  
• Ensure transactions are accurately captured and recorded
  
• Monitor executed trades through to settlement
  
• Receive and process authorised trade instructions
  
• Support the execution of FX transactions in accordance with company procedures
  
• Capture trades accurately onto the company system
  
• Verify trade details, including currency, amount, exchange rate, value date and counterparty
  
• Monitor outstanding trades and settlements
  
• Liaise with banking partners regarding trade confirmations, payments and settlement requirements
  
• Investigate and investigate failed, delayed or incorrect settlements
  
• Maintain complete and accurate trade documentation
  
• Assist with daily reconciliation of trades
  
• Ensure settlement-related issues are resolved within agreed service levels
  
• Process incoming and outgoing international payments
  
• Liaise with banks and financial institutions regarding payment instructions and transaction queries
  
• Assist clients with FX, banking, payment, card and transaction-related queries
  
• Provide accurate information regarding rates, fees, limits and applicable products
  
• Support FICA and AML compliance processes
  

Requirements

• Grade 12
  
• Minimum 2 years’ relevant experience in the finance / banking industry
  
• Experience with foreign exchange markets, currency movements and exchange rate fundamentals and basic money market concepts
  
• Knowledge of basic trading and settlement concepts
  
• Knowledge of international and cross border payment processes
  
• Regulatory and compliance knowledge such as FICA and AML principles
  
• Experience with systems such as Paradigm, Beeswax, Xero, Intellimali, Paymentology or Zendesk will be an advantage