Operations Associate
20 hours ago
Great opportunity to join a team as an **Operations Associate** at a boutique, high net worth, private wealth company.
This role requires a a high level of attention to detail and people skills to maintain and cultivate strong client relationships and deliver the highest level of service. A keen interest in investments and wealth management would be ideal.
This role is based in Cape Town.
**Key job functions, duties and responsibilities**:
- Administrative Support in relation to client meetings (preparing documents; note taking; scheduling)
- Operational Support: liaising with vendors / asset managers / clients / operations team to ensure tasks are completed.
- Compliance: managing & maintaining integrity of all client documentation & files.
- Client Liaison: interacting with clients and handling administration of client portfolio changes.
**Required skills and personal attributes**:
- Business degree: B.Com/B.Bus.Sci
- Progress towards CFA/CFP beneficial.
- 1-4 years experience in Financial Services, in particular with FAIS
- Commitment to client service
- Highly analytical
- Attention to detail
- Excellent organisational & communication skills
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