Google Play

Offshore Account Administrator

Published on 04.01.2021

Company

Website : http://latitude-resource.co.za
Industries :
Temporary work, recruitment
Job ads : See our Job Ads
We specialise in the recruitment of skilled professional as well as GIS resources for the Southern African market. We aim to understand our... read more

Job Ad & Profile Description

Position : Offshore Account Administrator

Excellent opportunity for an Offshore Account Administrator to join a reputable financial services business in the Northern Suburbs of Cape Town.

The Offshore Account Administrator will be engaged in a variety of tasks including account ownership, project management, coordination, strategic planning, technical assistance, and keeping record of all account related activities. Activities include but are not limited to opening and managing offshore trading accounts, client liaison, FX conversion, FX allocation, tax clearances and compliance.

The ideal candidate should have excellent attention to detail as the output of this role needs to be accurate and of a high standard, needs to be a responsible person and must be able to work under pressure. The client will provide adequate training where there is a skills or experience gap.

The firm is a Registered Financial Services provider and offer Category IIA financial services to its clients, providing a full range of financial solutions with their primary goal being to ensure that the client’s bespoke financial needs and requirements are fully satisfied.

Role

The main function of this role is the opening and administration of offshore investment accounts on a major International platform. This will involve administrative duties and client interaction.

Key Responsibilities

  • Assisting in management of normal and life wrapper account structures (includes but not limited to opening accounts, loading deposits and withdrawals, stock transfers, statement queries, invoicing)
  • Technical assistance for admin related queries on accounts
  • Billing & Invoice related activities
  • Coordinate & follow-up with multiple teams including clients and service providers
  • Meet time deadlines for accounts
  • FICA requirements of new accounts
Required profile for job ad : Offshore Account Administrator
  • BCom degree or relevant market experience would be beneficial

Experience

  • Experience in stockbroking or financial services industry
  • Experience of using MS Excel, MS Word, MS PowerPoint
  • Experience with Investec Corporate Cash Management accounts would be beneficial
  • Experience in the following would be advantageous: Brokerage environment, FX conversion and clearance, Compliance, Accounting.

Attributes and Skills

  • Excellent sense of ownership
  • Attention to detail
  • Must be able to perform well under pressure
  • Excellent oral, written communication skills, good presentation skills with focus on effective information dissemination
  • Excellent understanding of account management roles and responsibilities
  • Understanding of FICA / Compliance would be beneficial
  • Analytical and problem-solving skills and ability to follow through processes to closure
Job criteria for job ad : Offshore Account Administrator
Job category :
Management
Sales
Industries :
Temporary work, recruitment
Employment type :
Permanent contract
Region :
Eastern Cape - Free State - Gauteng - KwaZulu-Natal - Limpopo - Mpumalanga - North West - Northern Cape - Western Cape
Experience level :
2 to 5 years
Educational level :
Bachelor
Spoken language :
englishfluent
Number of Position(s) : 1

Share this offer with your network

Other jobs that might interest you

Operations Manager (Durban)

04/03/21 | MOOVE

We are recruiting an Operations Manager. Primary Responsibilities Facilitate the set-up and scaling of  Moove's operations in their  jurisdiction. Manage and Coach Operations  Team Leads to achieve operational excellence in Driver Verification & ...

Region of : KwaZulu-Natal

Fleet Operations Lead

04/03/21 | MOOVE

The Fleet Operations Lead is responsible for facilitating the onboarding of vehicles into our system and maintaining accurate records of vehicle maintenance and inspection to ensure operational efficiency. Primary Responsibilities Plan, process and execut ...

Region of : KwaZulu-Natal

Country Ops Manager South-Africa (based in Johannesburg)

04/03/21 | MOOVE

We seek an accomplished Leader to help us democratise mobility asset ownership across  South Africa. The Country Operations Manager is responsible for leading the Operations team (spread across multiple regions in SA) to onboard, manage and support Moove ...

Region of : Gauteng

Project Manager

02/03/21 | NOKIA

The Customer Project Manager is accountable for an external customer program (collection of projects managed together for business benefits) or project for an assigned product and / or service scope. Assigns tasks to the project team and manages project r ...

Region of : Gauteng