Operations Associate

Overview

Hire Resolve is seeking a skilled and proactive Operations Associate for a reputable financial services firm. This role is ideal for a detail-oriented professional with strong administrative and financial experience, ready to contribute to a dynamic team. The Operations Associate will play a vital role in supporting client service, compliance, and operational efficiency within the organization. If you’re passionate about financial services and thrive in a fast-paced, team-oriented setting, we encourage you to apply

Responsibilities

- Collaborate with the Client Portfolio Manager to implement meeting outcomes and address client requests promptly.
- Provide comprehensive administrative support to clients, including account setups, terminations, payments, and preparation of tax packs and statements.
- Maintain and update CRM systems (primarily Iress), ensuring accurate and up-to-date client data.
- Ensure strict compliance with FAIS, FICA, and POPIA regulations, including completion of mandatory updates and tests.
- Build and maintain strong working relationships with service providers and suppliers, ensuring effective communication and support.
- Develop in-depth knowledge of client structures and financial products (such as platforms, endowments, funds, and PSPs) to facilitate effective account management.
- Manage S42s, S14s, and other processes related to client portfolio transfers.
- Support the COO/FD on special projects aimed at enhancing client service delivery, including system enhancements and operational improvements.

Requirements

- Bachelor’s degree in Finance, Business Administration, Economics, or related field; CFA Level I or financial certifications are a plus.

- 2-3 years of experience in an operations or administrative role within asset management, financial services, or investment firms.

- Advanced proficiency in Microsoft Office, especially Excel, and familiarity with CRM systems like Iress; experience with financial platforms such as Bloomberg, Morningstar, or FactSet is advantageous.
- Strong knowledge of regulatory standards (FAIS, FICA, POPIA) and experience in adhering to compliance, audit, and risk management procedures.
- Exceptional analytical skills, attention to detail, and problem-solving abilities to manage data accuracy, client transactions, and operational workflows.
- Excellent communication skills, with a client-focused approach and ability to build strong relationships with clients, service providers, and internal teams.
- Ability to manage multiple tasks efficiently, track deadlines, and support ongoing projects related to system upgrades and process improvements.

- Team-oriented with a flexible and proactive “can-do” attitude, willing to adapt to changing priorities and contribute to a positive work culture.

Benefits

- Salary: Negotiable

Start with your next career changing move.

- Apply for this role today, contact Gustav Vogel at Hire resolve or on LinkedIn

- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us

- Please use “Operations Associate” as your subject line when applying via email

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

Apply for job