Operations Support (KZN)

DataFin Recruitment • sandton, gauteng, South-Africa • Posted June 02, 2026

Location sandton, gauteng
Job Type Full-time
Category Management & Leadership
Posted June 02, 2026

ENVIRONMENT:

Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service.

DUTIES:

  • Assist with onboarding, investment proposals & client queries
  • Manage CRM updates & documentation
  • Ensure compliance with FSCA standards
  • Maintain service excellence across all touchpoints

REQUIREMENTS:

  • Relevant bachelor’s degree
  • Strong MS Office & MS Teams skills
  • RE exam qualification (advantageous)

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