Operations Support

Job Title: Operations Support

Location: Bryanston, Gauteng

About the Company:

Our client provides discretionary investment management services to financial advisers and private wealth managers. They are expanding into institutional asset management and have a unique proposition that places advisers at the forefront of developments in financial planning and wealth management. With an established reputation for delivery, they operate in South Africa, the United Kingdom, Republic of Ireland, and expanding into continental Europe. They manage global assets of around R58 billion as of March 2023 and have yielded market-leading performance in the multi-asset space in both SA and the UK.

Summary of Role:

The Operations Support role involves day-to-day operations and key projects of the company in South Africa, the United Kingdom, and Ireland, reporting directly to the Head of Operations. The role requires working closely with global investment, operations, sales, software development, and support teams. The responsibilities of the role are anticipated to expand rapidly given the company's rapid growth.

Responsibilities:

• Support day-to-day activities of the Operations team
• Provide ad hoc support in operations project delivery
• Monitor and instruct rebalances of investor accounts using proprietary technology
• Perform regulatory compliance activities to minimize financial risk and ensure compliance with relevant legislation
• Continuously improve processes using technology where required, with the goal of building scalable processes with minimal human intervention
• Manage and leverage internal resources to ensure effective and efficient operations
• Work closely with the Asset Management team to notify them of flows into their funds
• Scrutinize underlying charges within the company's funds and reconcile to ensure they are in line with expectations
• Develop trusted relationships with relevant stakeholders, especially investment platforms

Knowledge and Skills:

• Excellent analytical skills with high attention to detail
• Excellent organizational skills
• Structured and systematic approach to task completion
• "No task is too small" attitude and the ability to consistently deliver work to an exceptional standard
• Ability to deliver work quickly while ensuring accuracy
• Strong intellect with a high level of commercial and financial acumen
• Superior written and verbal communication skills
• Excellent computer skills (Word, Excel, PowerPoint, and general IT skills)
• Strong interpersonal skills, friendly, empathetic, good listener
• High emotional intelligence
• Ability to build and maintain professional relationships
• Creative problem-solving skills
• Ability to work in a fluid, entrepreneurial team while still being able to self-manage in a structured way
• Strong prioritization skills
• Reputation for integrity and the ability to build trust and openness in those they deal with
• Proactive and takes responsibility for acquiring skills and learning in the role
• Comfortable assuming increasing levels of responsibility
• Ability to work well within a small, entrepreneurial team, that is run using Agile: Scrum methodology, involving work carried out in weekly time periods called 'Sprints' and iterating often as a team in 'Daily Stand Up Meetings.'
• Excellent communication skills, both written and verbal

Experience:

The candidate should have a history of successful achievement. Prior experience in the wealth management industry would be beneficial, but the role is also open to graduates. At least two years of relevant experience.

Education & Qualifications:

Preferably a commerce, mathematics or science-based degree. Candidates will be evaluated on what they know, what they have achieved, and what we (and they) believe they are capable of, more than the letters behind their name.

Strong academic results will count in your favor.

Remuneration:

The package will reflect the experience and ability of the successful candidate and will include a salary and a discretionary bonus.

Disclaimer

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and other duties, as assigned, might be part of the job. Applicants must have the legal right to work in South Africa without the need for any employment-based sponsorship. The client reserves the right to amend or withdraw this job advert without notice.