Junior Operations Manager

Our client, a niche investment advisory company, is looking to hire a Junior Operations Manager to join their team.

They are seeking a highly motivated individual for a role which will include advisor and operational support, administration of client accounts, compliance monitoring, and liaison with both clients and FSPs.

To be successful in the role, you will provide excellent client service in line with regulatory requirements, effectively managing your workload and responding to requests and tasks in a timely and professional manner. You will work closely with the wealth manager and analyst to deliver reviews, valuations, and recommendations to the clients.

The candidate will need to have a fundamental understanding of tax, financial products, security protocol and data protection requirements.

Requirements:

  • BCom/LLB degree or equivalent
  • Excellent English communication skills (verbal and written)
  • Organisation and time management skills
  • High level of attention to detail and a methodical approach to tasks
  • Proficiency with MS Word, Outlook, Excel

Preferable:

  • Diploma or experience in Financial Planning
  • Experience with SharePoint and OneDrive
  • Knowledge of FAIS and POPIA compliance
  • Skills in (or eagerness to learn) advanced Excel, data management, MS Power Apps, foreign exchange trading, or investment principles
  • RE5 license or willingness to obtain it

 

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