Financial Operations Team Leader
Introduction
EXPERIENCE IN THE FINANCIAL/INVESTMENTS INDUSTRY IS ESSENTIAL
Duties & Responsibilities
Managing FinOps team (leave, performance reviews, queries)
Review bank reconciliations and assist in resolving complex queries
Review manco unit reconciliations and assist the team in resolving differences in the market
Fee review of products - ensuring debtor balances are accurate
Escalate potential issues to Solution Financial Manager
Authorised releaser of local and international banking
Co-ordinate new fund set up and ensure that new funds are available for investments
Liaison with fund managers mancos to resolve any setup queries or changes to existing funds
Responsible to complete AML reviews received by fund managers/mancos
Part of project teams when new functionality or products are developed.
Tax reporting - review PAYE reconciliations as well as ensuring successful submission of tax files to SARS
Deal with and resolve daily operational queries which may occur.
Dealing with and building good relationships with external suppliers.
Contribute to the audit process and resolve any audit queries within deadlines.
Continuously develop own expertise in terms of professional, industry and legislation knowledge.
Desired Experience & Qualification
B.Com Honours
Min 5 years relevant experience in the financial services, preferably within financial operations for a LISP or a management company.
Proficiency in the latest Microsoft packages
Ability to work with SQL ie query data would be an adv.
Package & Remuneration
Negotiable
EXPERIENCE IN THE FINANCIAL/INVESTMENTS INDUSTRY IS ESSENTIAL
Duties & Responsibilities
Managing FinOps team (leave, performance reviews, queries)
Review bank reconciliations and assist in resolving complex queries
Review manco unit reconciliations and assist the team in resolving differences in the market
Fee review of products - ensuring debtor balances are accurate
Escalate potential issues to Solution Financial Manager
Authorised releaser of local and international banking
Co-ordinate new fund set up and ensure that new funds are available for investments
Liaison with fund managers mancos to resolve any setup queries or changes to existing funds
Responsible to complete AML reviews received by fund managers/mancos
Part of project teams when new functionality or products are developed.
Tax reporting - review PAYE reconciliations as well as ensuring successful submission of tax files to SARS
Deal with and resolve daily operational queries which may occur.
Dealing with and building good relationships with external suppliers.
Contribute to the audit process and resolve any audit queries within deadlines.
Continuously develop own expertise in terms of professional, industry and legislation knowledge.
Desired Experience & Qualification
B.Com Honours
Min 5 years relevant experience in the financial services, preferably within financial operations for a LISP or a management company.
Proficiency in the latest Microsoft packages
Ability to work with SQL ie query data would be an adv.
Package & Remuneration
Negotiable
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