Job summary

Cape Town, South Africa, Africa
Career Level:
Mid Career (2+ years of experience)
Bachelor's Degree
Job type:
Full time
R20,000 - R25,000

Project Officer (Data loading/Workflow processing) (Ref 105)

About this job

Bellville. R20k-R25k.  Require person with a degree or similar plus min 3 years’ experience (ex PA would work) from within an Investment industry who will be responsible for managing the data loading process and delivery of monthly portfolio statements for a busy team who is solving critical problems of business managers of wealth managers and practices.


Roles and Responsibilities

         Processing of new clients;


         Driving monthly workflow with clients and data providers;


         Driving monthly workflow and monitoring processes necessary to meet monthly data deliveries with internal teams;


         Handling support queries and client engagements;


         Document management during the onboarding of new clients or data providers;


         Assisting with ad-hoc queries within the operational team;


         Maintaining relationships with clients and data providers.


 Technical Skills

         Experience with Microsoft Excel (able to comfortably operate pivot tables and filters to validate data);


         Experience with Outlook;


         Able to learn simple workflow management tools (such as Trello);



         Knowledge of SQL;




         High attention to detail;


         Strong ability to create order amid parallel work requirements;


         Able to work under pressure and meet deadlines;


         High value for creating solutions of high quality as a team.


Please submit your CV with photo as a Word Document and kindly let me know what you are/were earning please?


Job keywords/tags:  Knowledge of SQL , Experience with Microsoft Excel , Experience with Outlook
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