Senior Financial Operations Coordinator

2 weeks ago


Hillcrest, KwaZulu-Natal, South Africa Ultra Personnel Full time
Job Description:

We are seeking a highly skilled and organized Senior Financial Operations Coordinator to join our team at Ultra Personnel.

About the Role:

This is a critical role that requires exceptional financial management skills, attention to detail, and excellent communication skills. As a Senior Financial Operations Coordinator, you will be responsible for providing administrative support to our Financial Planning Partners, ensuring seamless client services delivery, and maintaining accurate records.

Responsibilities:
  • Oversee administrative processes and controls in the Financial Planning practice, including transactions, queries, reporting, and client onboarding.
  • Collaborate with Financial Planning Partners to implement client services experience, as defined by the Head of Operations.
  • Liaise between Financial Planner Partners and product providers to ensure efficient service delivery.
  • Ensure accurate data capture, record-keeping, and compliance with legislation and business rules.
  • Maintain an up-to-date diary system and address technology issues experienced by Financial Planning Partners.
Requirements:

To succeed in this role, you will need:

  • A minimum of 2-3 years' experience in the financial services industry, preferably in an admin or operations role.
  • Exceptional organizational, time management, and problem-solving skills.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Familiarity with Microsoft Office (Excel, Word, Outlook), SharePoint, Xplan, and other relevant software.
  • A high energy level, customer-centric approach, and a methodical, accurate work ethic.
What We Offer:

In return for your expertise and dedication, we offer a competitive salary range of R600,000 - R700,000 per annum, depending on experience, plus benefits such as professional development opportunities and a supportive work environment.



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