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Graduate Program - Investments

Graduate Program - Investments

HR GenieWestlake, South Africa
30+ days ago
Job description

GRADUATE OPERATIONS ADMINISTRATOR - Investments

The Operations Administrator is responsible for supporting the operational infrastructure of the company. This includes client onboarding, account maintenance, compliance documentation, data entry, reporting, liaising with custodians / platforms, and assisting with internal systems and procedures. The ideal candidate will be highly organised, tech-savvy, detail-oriented, and able to work independently.

RESPONSIBILITIES & FUNCTIONS :

  • Client and Account Administration
  • Assist with client onboarding including KYC / AML checks, account opening, and documentation.
  • Process transfers of investments from other financial institutions.
  • Handle account changes (address updates, beneficiaries, etc.).
  • Coordinate with custodians and platforms to resolve administrative issues.
  • Maintain accurate and up-to-date client records.
  • Process client investment transactions (redemptions, additions, switches etc.).

Coordinate with custodians, platforms, or fund managers to ensure timely and accurate execution of client investment transactions.

  • Requesting and saving supporting documents for valuation purposes.
  • Obtain source documents for annual tax reporting.

    • Operational Support and Process Management

  • Support directors and associates with meeting prep and follow-up tasks.
  • Monitor workflows to ensure operational tasks are completed in a timely manner.
  • Streamline operational processes to improve workflow efficiency.

    • Compliance

  • Assist with the companys audits.

    • General Office Support

  • Provide administrative support to directors and associates.
  • Manage office supplies and vendor relationships when required.
  • Arrange shipment and delivery of company and client related documents when required.

    • Client Relationships

  • Assist directors and associates with organising client gifts.

    • SALARY :

  • R180,000 p / a CTC.
  • Bachelor's degree (any discipline).
  • No prior experience necessary full training provided.

    • QUALIFICATIONS : EXPERIENCE :

    Ideal for a highly organised individual who is passionate about efficiency and eager to learn in a small- company environment.

    CHARACTERISTICS / SKILL-SET :

    Highly organised Attention to detail

    Self-motivated Takes initiative

    Willing to learn Problem solving attitude

    Ambitious Great attitude

    Takes responsibility and accountability for tasks

    OTHER REQUIREMENTS :

  • Own car required.
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    Graduate • Westlake, South Africa