Operations Support (KZN)

DataFin Recruitment • Umhlanga, KwaZulu-Natal, South Africa • Posted June 12, 2026

Location Umhlanga, KwaZulu-Natal
Job Type Full Time
Category Supervisors of Office and Administrative Support Workers
Posted June 12, 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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