Operations Analyst

4 weeks ago


Centurion, South Africa Energy at Work Projects Full time

The purpose of this role is review company’s policies, procedures and functions to find areas of
improvements. To facilitate both client as well as portfolio flows from point to point in the most efficient
manner

**Duties**:
Ensuring compliance and regulatory standards
- To provide Chief Operating Officer with monthly reports
- Drafting proposals, for new business, client instructions for LISP and unit trusts
- Processing of transfers for unit trusts, retirement products etc - Section 14, Section 42, Directive 135
- Monitor business flows from Unit Trusts, DFM, IFA’s
- Review and maintain FICA documentation for direct clients.
- Assist portfolio management team.
- Establishing and maintaining quality standards with current report and client interaction
- Develop new processes and procedures to enhance operations, determine inefficacies.
- Determining appropriate methods to analyse operations, relevant information data.
- Identifying operational requirements and opportunities for improvement
- Gathering information by observing workflows, reading company report

**Requirements**:

- Degree in Bachelor of Commerce or equivalent (required), Honours or higher will be advantageous.
- 1-3 years Proven work experience as an Operations Analyst or similar role.
- Excellent communication skills, both verbal and written
- Experience using statistical and database software.
- Consulting and project management expertise
- Strong analytical and problem-solving skills
- Strong Excel skills is a must.
- Experience with Unit Trusts, LISPs, DFM will be advantageous



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