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

Workflow Planner (EX PA) ( 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.

Job keywords/tags:  Experience with Outlook , Experience with Microsoft Excel
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