My client based in Cape Town (North) is currently looking for a Offshore Trade Assistant to join them on a contract basis
Hybrid Work Model
7 Month Independent contract , preferably to start February 2025
Cape Town based
What will you do?
- Preparation of investment forms & instructions
- Load EMX trades for approval
- Capturing of transfer instructions on Global and CMS applications for approval
- Monitoring & clearing transactions on bank recons
- Forward instructions to CST & ensure the execution thereof
- Verify and update executed trades into spiPod application
- Monitoring of updated trades against trade confirmations received
- Investigate & Clear import exceptions
- Monitor daily reports
- Updating of transactions into the Portia application
- Update applicable departmental spreadsheets
- Reconciliations
- Assist with month end duties (fees / invoices etc)
- Assist with enquiries from branches
- Assist with projects as required
Qualification & experience
- Tertiary qualification (with Finance/ Accounts) will be advantageous
- Matric
- Experience within financial services industry is essential
Knowledge and skills
- Financial Service / Stockbroking experience beneficial
- Basic understanding of the Private Client business and the stock-broking environment
Personal qualities
- Self-motivated, proactive, taking ownership of problems until they are resolved.
- Mature person with the sense of responsibility to do after hours
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
If you are interested to apply or find out more , please send a copy of your updated cv to [Email Address Removed] and I will get back to you ASAP
Desired Skills:
- Trade finance
- Investments
- stockbrokering
- financial services
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric