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Operational Assistant CPT - CBD

Employer
Dynexity Pty Ltd
Location
Cape Town City Centre CPT - CBD Cape Town Region, South Africa
Salary
Competitive
Closing date
May 26, 2022

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Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
*Reference: JHB001140-SH-1*

Our Client in the Wealth Management space is looking for an Operational Assistant to join their team
*Detailed Job Spec will be communicated and emailed to suitable applicants*

* National Senior Certificate with relevant subjects and above-average grades.
* Undergraduate degree - Bcomm or relevant qualification with a minimum of three years
experience in an operational environment in the financial services industry.
* Excellent knowledge of the Microsoft Office suite, with exceptional Excel skills.
* Working knowledge of portfolio management systems, trading systems and workflow systems would be beneficial.
* Open new investment accounts at various third party suppliers. Confirm that the client's details have been recorded correctly.
* Ensure timely and correct investment of and disinvestment from share portfolios. Check that the Trading Desk as per instruction has placed trades correctly.
* Ensure valid base costs are recorded on share transfers and rolled over where applicable.
* Manage the client details on the portfolio management system.

R 30 000 - 30 000 - Monthly

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