Operations Support

Datafin IT RecruitmentCape Town, South Africa

3 days ago

Job description

ENVIRONMENT :

Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service.

DUTIES :

Assist with onboarding, investment proposals & client queries
Manage CRM updates & documentation
Ensure compliance with FSCA standards
Maintain service excellence across all touchpoints

REQUIREMENTS :

Relevant bachelor’s degree

Strong MS Office & MS Teams skills

RE exam qualification (advantageous)

Preference for BEE candidates

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Support • Cape Town, South Africa

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