Offshore Trade Assistant
Yazoo Recruitment
Bellville, Western Cape, ZA
5d ago
source : JobVine

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 essentialTertiary qualification (Finance / Accounts) preferredPrevious experience in the Financial Services Industry essentialExperience in a Stockbroking environment beneficialBasic understanding of Private Client business and the stockbroking environment requiredResponsibilities : Prepare investment form and instructionsLoad EMX trades for approvalCapture transfer instructionsMonitor and clearing transactions on bank reconsForward instructions and ensure the execution of suchVerify and update executed tradesMonitor updated trades again trade confirmation receivedInvestigate and clear import exceptionsMonitor daily reportsUpdating of transactionsUpdate applicable departmental spreadsheetsReconciliationsAssist with month-end duties fees, invoices, etcAssist with branch enquiriesAssist with projects when required

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