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
View more
- Job Role
- Accounts Assistant
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
You need to sign in or create an account to save a job.
*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
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
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert