Operations Support (Sandton)

DataFin; Cape Town; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial services firm in Cape Town is seeking a detail-driven individual to support their wealth managers. The role involves assisting with onboarding, client queries, and ensuring compliance with standards. A relevant Bachelor’s Degree and strong MS Office skills are required. This position offers an opportunity to deliver world-class client service in the financial sector.

Qualifications

• Relevant Bachelor’s Degree is required.
• Strong MS Office & MS Teams skills are important.
• RE exam qualification is advantageous.

Responsibilities

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

Skills

Detail-oriented

Proactive

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 worldclass 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