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Junior Operations Officer
6 days ago
The Operations officer operates within the greater Operations team and is responsible along with the senior members of the Operations team to manage the data loading process and the delivery of the monthly statements, as well as assisting with more complicated client queries and ad hoc client requests.
**Responsibilities**:
- Running of the monthly Uploads process alongside the Operations Team Leader
- Distribution and client notification of the monthly Client Statements and Book Reports
- Creation and distribution of the monthly Manual Upload sheets
- Capturing of platform data where required
- Maintaining the platform contact details
- Maintenance of the platform process documentation relating to the Upload process
- Liaising with Platforms to obtain both existing and new data feeds for clients
- Assisting with more complicated client queries
- Liaising with clients on specific projects
- Providing feedback to management to ensure all activities are automated as far as possible - “thinking automation”
- Assisting the Data team with sourcing Investment Allocations and populating these on a specified template
- Assisting with ad hoc functions within the Operational and Client Services team
Qualifications:
- University Degree, National Diploma or equivalent qualification
- Experience in managing customer relationships
- Investment industry experience is a must
Pay: From R23 000,00 per month
Application Deadline: 2024/05/15
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Durbanville, Western Cape, South Africa Your HR Outsourced Full timeThe Operations officer operates within the greater Operations team and is responsible along with the senior members of the Operations team to manage the data loading process and the delivery of the monthly statements, as well as assisting with more complicated client queries and ad hoc client requests.Responsibilities: Running of the monthly Uploads process...
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