Premium Ad Finance/Accounting - Other Finance/Accounting Western Cape FULL TIME Job Summary Hire Resolve is actively seeking a driven Financial Operations Associate to join our client in the Asset Management sector. This is an exciting opportunity for someone who is passionate about finance and looking to make a significant impact in a dynamic organization. As a Financial Operations Associate, you will be responsible for supporting the financial operations team in ensuring the accuracy and efficiency of financial transactions and reporting. This role requires a strong analytical mindset, attention to detail, and the ability to work effectively in a team setting. Key Responsibilities * Client Relationship Management: Collaborate with the client portfolio manager to execute meeting outcomes, fulfill client requests, and provide comprehensive administrative support, including account setups, terminations, payments, tax packs, and statements. * CRM & Compliance Management: Maintain and update CRM systems, particularly iress, to ensure accurate and efficient client data management. Stay current with compliance standards (FAIS, FICA, and POPIA), completing all required tests and updates. * Service Provider Liaison: Develop strong relationships with service providers and suppliers, enhancing collaboration and streamlining processes. * Client Structure Knowledge: Maintain a robust understanding of client structures, including platforms, endowments, funds, and Personal Share Portfolios (PSPs), enabling efficient and accurate client service. * Portfolio Administration: Oversee client portfolio transfers, including managing Section 42 (S42) and Section 14 (S14) processes, ensuring timely and compliant execution. * Project Collaboration: Partner with the COO and Finance Director on client service enhancement projects, such as broker consolidation (e.g., Investec Offshore) and iress improvements. * Office Management Support: Provide occasional coverage for the office manager and ensure administrative continuity. Requirements: * Bachelor's degree in Finance, Accounting, or a related field. * Located near Constantia…
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