Operations Administration

4 weeks ago


Tokai, South Africa Blue Desk Recruitment Full time

An investment management company within a small company environment needs you

We are looking for someone with a BA or Bcom with an interest in investments.

You will be a recent grad with very little to no work experience.

The role:
Preparing and checking client sign on and FICA documents

Updating KYC and FICA information with third-party managers when required

Conducting reviews of electronic and hard copy source documents stored in both hardcopy and electronic format

Manage electronic and hard copy versions of client documents

Updating internal client sign-on document templates to account for changes in regulations and/or company policy

Assisting with document clean-outs when required

Assisting with obtaining and saving source documents for the annual audit, tax reports and quarterly valuation reports

Preparing documents for the transfer of existing investments to under RealCap’s management

Maintaining client compliance checklists

Maintaining the office expenditure folder to streamline the accounting process

Arranging shipment and delivery of company and client-related documents when required

Office supplies management

Works well in a team environment

SALARY:

- R180,000 p/a CTC

CHARACTERISTICS/SKILL-SET:
Highly organised

Attention to detail

Self-Motivated Takes initiative

Willing to learn Problem solving attitude

Ambitious

ESSENTIAL MUST HAVE OWN TRANSPORT AND LIVE WITHIN 20KM OF TOKAI

Only SA to apply, if you do not hear back within 3 days, you have not been shortlisted.

**Salary**: R15,000.00 per month

Application Question(s):

- Do you have your own transport?

**Education**:

- Bachelors (preferred)

**Language**:

- Business English (required)


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