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Compliance Officer

Posted last month

Job Description:

饾悐饾悘饾悁 饾煆 - 饾悅饾悗饾悓饾悘饾悑饾悎饾悁饾悕饾悅饾悇

路 Onboarding of clients for various investments from inception.
路 Identifying compliance requirements, liaising with clients for compliance requests, population of investment agreements, and sending out to clients for signature.
路 Updating database with all won transactions.
路 Interacting with clients and partners with regards to queries and all related matters.
路 Managing input into Airtable and accuracy and completeness of the above.
路 Supporting, when required, with processing and accounting function for the Innovate Group companies.

饾悐饾悘饾悁 饾煇 鈥 饾悜饾悇饾悘饾悗饾悜饾悡饾悎饾悕饾悊 饾悁饾悕饾悆 饾悁饾悆饾悓饾悎饾悕饾悎饾悞饾悡饾悜饾悁饾悡饾悎饾悗饾悕

路 Collating portfolio statements from various investment houses and ensuring all statements are accurate and received in order or supervising team with regard to above. Interacting with suppliers and partners with regards to the above
路 Preparing portfolio reviews for clients on a six-monthly basis and/or supervising team members on the above.
路 Handling physical and digital filing, systems, and all databases for the back office.
路 Working on excel workbooks regarding portfolio reviews, budgeting, and forecasts.

饾悐饾悘饾悁 饾煈 - 饾悂饾悇饾悋饾悁饾悤饾悎饾悗饾悢饾悜

路 Strive for self-improvement and upskilling at every practical opportunity and ensure that the culture of transferring skill is followed through with
路 Problem-solving skills.
路 Ability to serve as an example and act correspondingly.
路 Ability to take responsibility/accountability
路 Displays commitment to companywide strategic imperative
路 Communicate clearly and concisely, both orally and in writing
路 Willingness to take on additional responsibility
路 Timekeeping
路 Ability to integrate within the team and be a team player as well as work independently without supervision
路 Any other reasonable request of Directors or Management.

饾悅饾悗饾悓饾悘饾悇饾悡饾悇饾悕饾悅饾悎饾悇饾悞

路 Proven experience within the Finance and /or Insurance industry
路 High degree of computer literacy and ability to interpret standard statistical findings
路 Goal-oriented
路 Excellent skills in communication and presentation skills
路 Experience in delivering client-focused solutions and in creating long-lasting relationships
路 Relationship management skills and openness to feedback

饾悞饾悐饾悎饾悑饾悑饾悞 饾悁饾悕饾悆 饾悐饾悕饾悗饾悥饾悑饾悇饾悆饾悊饾悇

路 BCOM / Accounting qualification beneficial
路 High degree of financial literacy
路 Proficiency in MS Office Suite

饾悕饾悗饾悕-饾悕饾悇饾悊饾悗饾悡饾悎饾悁饾悂饾悑饾悇 饾悇饾悑饾悎饾悊饾悎饾悂饾悎饾悑饾悎饾悡饾悩 饾悅饾悜饾悎饾悡饾悇饾悜饾悎饾悁

路 Willingness to learn
路 Have a good understanding of financial compliance and compliance related activities within the finance and/or insurance space
路 Presentable and honest individual

饾悕饾悗饾悡饾悇 饾悈饾悢饾悜饾悡饾悋饾悇饾悜

路 Salary commensurate with experience

About the client
Member since Jun 13, 2024
  • South Africa
  • Mid-sized company (10-99 people)

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