• Collaborate with the Client Portfolio Manager to implement meeting outcomes and address client requests promptly.
• Provide comprehensive administrative support to clients, including account setups, terminations, payments, and preparation of tax packs and statements.
• Maintain and update CRM systems (primarily Iress), ensuring accurate and up-to-date client data.
• Ensure strict compliance with FAIS, FICA, and POPIA regulations, including completion of mandatory updates and tests.
• Build and maintain strong working relationships with service providers and suppliers, ensuring effective communication and support.
• Develop in-depth knowledge of client structures and financial products (such as platforms, endowments, funds, and PSPs) to facilitate effective account management.
• Manage S42s, S14s, and other processes related to client portfolio transfers.
• Support the COO/FD on special projects aimed at enhancing client service delivery, including system enhancements and operational improvements.

• Bachelor’s degree in Finance, Business Administration, Economics, or related field; CFA Level I or financial certifications are a plus.

• 2-3 years of experience in an operations or administrative role within asset management, financial services, or investment firms.

• Advanced proficiency in Microsoft Office, especially Excel, and familiarity with CRM systems like Iress; experience with financial platforms such as Bloomberg, Morningstar, or FactSet is advantageous.
• Strong knowledge of regulatory standards (FAIS, FICA, POPIA) and experience in adhering to compliance, audit, and risk management procedures.
• Exceptional analytical skills, attention to detail, and problem-solving abilities to manage data accuracy, client transactions, and operational workflows.
• Excellent communication skills, with a client-focused approach and ability to build strong relationships with clients, service providers, and internal teams.
• Ability to manage multiple tasks efficiently, track deadlines, and support ongoing projects related to system upgrades and process improvements.

• Team-oriented with a flexible and proactive "can-do" attitude, willing to adapt to changing priorities and contribute to a positive work culture.

• Salary: Negotiable

Start with your next career changing move.

• Apply for this role today, contact Gustav Vogel at Hire resolve or on LinkedIn

• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us

• Please use "Operations Associate" as your subject line when applying via email

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.