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Financial Dealer and Administrator

4 months ago


Stellenbosch, Western Cape, South Africa The Talent Room Full time

As a financial dealer, you perform important functions for various purposes within the foreign exchange space, working closely with various banks and internal stakeholders.

Duties & Responsibilities

  • Daily engagement with clients to confirm forex rates and provide clients with market commentary.
  • Facilitation of bookings of forex deals for clients.
  • Capture trade advice information.
  • Complete balance of payment forms for inward and outward transactions
  • Opening new client accounts and maintaining current accounts.
  • Validate client information via internal systems.
  • Assisting the Forex administration team with the resolution of Forex queries.
  • Daily engagement with stakeholders, banking partners and their forex settlements team
  • Forwarding payment advice to relevant stakeholders
  • Filling
  • Adhoc administrative functions

Desired Experience & Qualification

Skills and attributes:

  • Team Player
  • Good communication skills speak clearly
  • Great attention to detail
  • Accuracy
  • Strong with numbers
  • Fast learner
  • Works well under pressure
  • Hardworking and dedicated
  • Client-Centric

Advantageous if you have:

  • Interested in and understanding economic and financial markets
  • Experience in settlements/dealing/forex
  • FICA knowledge
  • South African Reserve Bank policy knowledge
  • Financial Sector Conduct Authority knowledge

Minimum qualification & Experience:

  • Matric
  • NQF5 or similar qualification (Current or studying towards)
  • RE5 Qualification