Financial Services Administration Specialist

4 days ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

Company Overview: CA Financial Appointments is an established team offering a comprehensive range of financial investment and planning solutions.

Estimated Salary: £28,000 - £35,000 per annum

About the Role: As a Trade Settlement Assistant, you will be responsible for placing trades of shares with brokers and managing cash flow, opening script accounts, processing script transfers, dematerialising share certificates, and preparing daily and monthly payments.

Key Responsibilities:

  • Trade Execution: Place trades of shares with brokers and manage cash flow to ensure timely settlements.
  • Script Management: Open script accounts and process script transfers, maintaining accurate records and CGT values.
  • Payment Processing: Prepare and collate daily and monthly payments, ensuring authorisation and reconciliation.
  • Support and Collaboration: Provide support to colleagues as required and work collaboratively to achieve team goals.

Requirements:

  • Qualifications: A minimum of a completed BCom Accounting or similar qualification.
  • Experience: Previous experience in a similar role would be preferable.
  • Skills: Must be computer literate, with a good level of MS Excel skills (Intermediate), deadline driven, and a good team player.
  • Personal Qualities: Highly numerate with a keen eye for detail and able to work extra time over quarter end as required.

What We Offer: This is a fantastic entry-level opportunity within the investment administration team, suitable for a recent accounting graduate with an interest in financial services. If you are interested in this role, please apply online.



  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly skilled Financial Services Specialist to manage the administration of local and offshore portfolios. The ideal candidate will have a minimum of 3 years' experience in a similar role, with a strong background in asset administration and financial services.Key Responsibilities:Ensure accurate and efficient pricing...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    Job Title: Financial Operations ManagerTFG Financial Services is seeking an experienced and skilled Financial Operations Manager to lead our team in the Financial Services Call Centre.About TFG Financial ServicesWe are a leading financial services provider, committed to delivering exceptional customer experiences through innovative solutions and exceptional...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to manage the financial reporting processes for a leading Financial Services company. The successful individual will have a minimum of 3 years' experience in a similar role with asset administration of local and offshore portfolios.Key Responsibilities:Ensure accurate and...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    Job Title: Senior Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Senior Financial Services Operations Manager to lead our Financial Services Call Centre team.The ideal candidate will have a proven track record of managing teams, driving operational excellence, and delivering results in a fast-paced...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    Job Title: Financial Services Performance ManagerJob Summary:We are seeking a highly skilled and experienced Financial Services Performance Manager to join our team at TFG Financial Services. As a Senior Manager, you will be responsible for leading a team of supervisors in a fast-paced and dynamic working environment.Key Responsibilities:- Manage monthly...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    About TFG Financial ServicesWe are a leading provider of financial services, and we are seeking an experienced Credit Services Manager to join our team.SalaryR800 000 - R1 200 000 per annum.Job DescriptionAs a Credit Services Manager, you will be responsible for leading a team of credit specialists and ensuring that all credit-related processes are managed...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will be responsible for managing daily financial functions, including actioning accounts transactions on SAP, controlling purchase orders, and maintaining statutory fixed assets registers.Key...


  • Cape Town, Western Cape, South Africa Accounting and Financial Advisory Ltd Full time

    Job Title: Financial Services SpecialistAccounting and Financial Advisory Ltd.Job Summary:We are seeking a highly skilled Financial Services Specialist to join our team at Accounting and Financial Advisory Ltd. In this role, you will be responsible for ensuring accurate and timely processing of client expenditures, maintaining standardized accounting...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Summary:We are seeking a highly analytical and results-driven Financial Services Professional to join our team as a Loan Specialist. This role involves analyzing unlisted businesses, preparing loan submissions, and related agreements.Key Responsibilities:Compliance and Risk Management: Ensure all policies and procedures are followed to minimize risk...


  • Cape Town, Western Cape, South Africa WNS Global Services Full time

    Job OverviewWNS Global Services is seeking a highly skilled Financial Services Customer Experience Specialist to join our team. In this role, you will play a critical part in delivering exceptional customer experiences across various touchpoints.


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Summary:The CA Financial Appointments is seeking an experienced Executive Assistant - Financial Services to provide high-level administrative support to the Managing Director. The ideal candidate will have a strong background in secretarial services, excellent communication skills, and the ability to work well under pressure.


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial Property Administrator RoleWe are seeking a highly skilled Financial Property Administrator to join our team at CA Financial Appointments. As a key member of our property industry team, you will be responsible for providing administrative support to our clients.Key Responsibilities:Prepare and manage financial documents, including leases and...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial Operations SpecialistCA Financial Appointments is seeking an experienced Financial Operations Specialist to join their financial team.Key Responsibilities:Verify and process financial documents to ensure accuracy and complianceMatch supplier invoices to relevant orders and documentsCapture and record financial transactionsReconcile financial...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are seeking a skilled Part-Time Bookkeeper to join our team at CA Financial Appointments based in Muizenburg. The role involves working 4 hours a day, 5 days a week, in an office environment. You will have the flexibility to choose between morning or afternoon shifts.Key Responsibilities:Maintain general accounting records in a timely mannerProcess all...


  • Cape Town, Western Cape, South Africa TMF Group Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at TMF Group. As an Accounting Officer - Capital Markets, you will be responsible for supporting the Supervisor Accounting with financial and administrative matters of client companies.Your Key ResponsibilitiesPrepare financial statements for client companies as well...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Key Responsibilities:Develop and implement customized financial plans for clients.Provide expert advice on retirement planning, investment strategies, and wealth management.Conduct thorough financial analysis to identify areas for improvement.Collaborate with clients to set and achieve their financial goals.About the Role:At Cross Wealth Financial Services,...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...


  • Cape Town, Western Cape, South Africa TMF Group Full time

    Overview of TMF GroupTMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. With over 11,000 colleagues based in more than 125 offices across 87 jurisdictions, we actively seek out talented individuals to join our team.About the RoleWe are seeking an experienced Financial Services Administrator...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are seeking a Financial Governance Specialist to support the development and implementation of a robust control framework within the Finance Department. The ideal candidate will possess strong business acumen and governance expertise, with the ability to communicate effectively at all levels.Key Responsibilities:Perform independent testing to check the...