Junior Investment Data Operator (2440-JIDO)

Our client in the management consultancy services is seeking to recruit a Junior Investment Data Operator who will report to the Investment Specialist & Operations Manager.

Responsibilities:

Operations Management:

• Input and reconcile banking transactions to maintain precise records.

Reporting:

• Prepare and submit comprehensive reports for the Family Office, ensuring all data is accurate and up to date.

Account Monitoring:

• Follow up on negative accounts, manage client transfers, and oversee management fees.

Client Support:

• Address and track clients' requests, ensuring timely and effective resolution.

Error Management:

• Identify and correct errors promptly to maintain data integrity.

Documentation:

• Write, submit, and file essential reports to support organisational transparency and efficiency.

Profile:

• New University Graduates holding Diploma in Finance, Economics and Finance, Banking/ Degree Holder in Finance, Economics & Finance, Banking. No accounting degrees or ACCA.
• Proficiency in Microsoft Tools.
• Data entry and financial data management and reporting proficiency.
• Strong attention to detail and a commitment to accuracy.
• The ability to work collaboratively within a team and independently when required.
• Exceptional communication skills, both written and verbal.
• Excellent organisaton skills and the ability to manage multiple tasks efficiently.
• Candidates must be residing in the north (Triolet, Grand Baie, Grand Gaube, Goodlands, Fond du Sac etc..)