Operations Support

DataFin Recruitment; Johannesburg; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading recruitment firm in Johannesburg seeks a detail-driven individual to support wealth managers in delivering exceptional client service and compliance. Ideal candidates will hold a relevant bachelor's degree and possess strong MS Office skills. This role involves assisting in onboarding and managing CRM updates.

Qualifications

• Bachelor's degree related to finance or business.
• Ability to work with clients and assist wealth managers.

Responsibilities

• Assist with onboarding and client queries.
• Manage CRM updates and documentation.
• Ensure compliance with relevant standards.
• Maintain service excellence across all touchpoints.

Skills

Strong MS Office skills

Strong MS Teams skills

Education

Relevant bachelor’s degree

Job description

ENVIRONMENT:

Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver world-class client service.

DUTIES:

• Assist with onboarding, investment proposals & client queries
• Manage CRM updates & documentation
• Ensure compliance with FSCA standards
• Maintain service excellence across all touchpoints

REQUIREMENTS:

• Relevant bachelor’s degree
• Strong MS Office & MS Teams skills
• RE exam qualification (advantageous)

Preference for BEE candidates