Financial Services Operational Assistant
2 days ago
**Operational Assistant, Cape Town Southern Suburbs**
Investment Company in Cape Town Southern Suburbs has an opportunity for an Operational Assistant who will report to the Team Leader
**Purpose of the position**:
- Facilitates individual client investments in direct share portfolios on the JSE and Global stock exchanges
- Services in this regard include a wide range of model-tracking and bespoke managed share portfolios as well as the implementation of execution only portfolios (non-managed)
- In conjunction with third party service providers, broader business units and the Trading Desk, the Operations division is responsible for the processes to implement these share portfolios effectively
- Take responsibility for a wide variety of processes and ad hoc tasks related to implementation and maintenance of the private share portfolios
**Qualification and Skills Required**:
- Undergraduate Degree - BComm or relevant qualification with a minimum of three years’ experience in an operational environment in the Financial Services Industry
- Good knowledge of financial markets and instruments
- Excellent communication skills, both oral and written
- 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
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