Candidate with previous Financial Services Industry experience, preferably in the Private Wealth/Client and stock broking environment, required for this Private Wealth Giant based in Cape Town Northern Suburbs for an 1 year fixed term contract.

Minimum requirements:

  • Grade 12 essential
  • Tertiary qualification (Finance/Accounts) preferred
  • Previous experience in the Financial Services Industry essential
  • Experience in a Stockbroking environment beneficial
  • Basic understanding of Private Client business and the stockbroking environment required

Responsibilities:

  • Prepare investment form and instructions
  • Load EMX trades for approval
  • Capture transfer instructions
  • Monitor and clearing transactions on bank recons
  • Forward instructions and ensure the execution of such
  • Verify and update executed trades
  • Monitor updated trades again trade confirmation received
  • Investigate and clear import exceptions
  • Monitor daily reports
  • Updating of transactions
  • Update applicable departmental spreadsheets
  • Reconciliations
  • Assist with month-end duties – fees, invoices, etc
  • Assist with branch enquiries
  • Assist with projects when required

If you are a SA citizen & your CV meets the above criteria, please send your CV to lourie@yazoo.co.za

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.