Financial Operations Coordinator

3 weeks ago


Cape Town, Western Cape, South Africa The Legends Agency Full time

We are seeking a highly detail-oriented and organized Financial Operations Coordinator to join our team at The Legends Agency.

The successful candidate will play a pivotal role in ensuring the smooth running of our investment operations, handling sensitive data with utmost care and discretion.

Key responsibilities include:

  • Payment Reconciliation: Ensuring accuracy in payment tracking and reconciliation.
  • Expense Management: Guaranteeing that all expenses are correctly reflected in our financial records.
  • KYC & Member Data: Conducting KYC (Know Your Customer) processes and managing key member data.
  • Post-Investment Administration: Overseeing the administration of key tasks following investment decisions.

In this role, you'll work closely with various teams to ensure seamless operations. You'll be responsible for executing critical tasks, such as:

  1. Managing cash flows and tracking payments.
  2. Monitoring expenses and maintaining accurate financial records.
  3. Conducting thorough due diligence on clients and investors.
  4. Coordinating post-investment activities, including administrative tasks.

To succeed in this position, you'll need to possess excellent analytical skills, attention to detail, and strong organizational abilities. You'll also need to be able to maintain confidentiality and handle sensitive information with professionalism.

Requirements:

  • You are hard-working, organised, and reliable.
  • You are very good at context switching.
  • You are analytical and comfortable with numbers.
  • You have very high attention to detail.
  • You can be trusted with very sensitive information.
  • You are a discrete person and understand the importance of confidentiality.
  • You are an excellent communicator.
  • You are curious and passionate about making things more efficient and automated.

Salary: R20 - R25,000 per month

We offer a competitive salary package, commensurate with experience and qualifications.

Please note that we are an equal opportunities employer and welcome applications from diverse candidates.

We value teamwork, integrity, and innovative thinking. If you're a motivated individual who is passionate about making a difference, we'd love to hear from you.



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