Assist the Operations and Accounting team, under supervision, with daily operational tasks. The role focuses on learning, supporting, and executing tasks within established procedures, while developing knowledge of Treasury principles.
Education & Experience
Minimum: Matric (preferred Mathematics as a subject)
Ideal: Diploma in Banking / Finance / Administration
Legal Requirement: No Criminal Record
Experience
2-3 years previous experience in financial client service field (if no degree)
1 year previous experience in financial client service field (if degree)
Training & Knowledge
Minimum
Communication skills (drafting of emails) - Clear & Concise Communication
Computer literate
Microsoft Office (Word, Excel, PowerPoint)
Ideal
Familiarity with basic Treasury and financial market principles
Competencies
Technical Skills
Communication (Written and spoken)
Microsoft product knowledge (Excel, Word, etc)
Min mathematical ability matric B
Attention to detail
Behavioural Attributes
Accountability.
Driven Hard-working; reliable; task-focused.
Self-Starter.
Open to Feedback Reflective; self-aware; open to criticism.
Learning Oriented Challenge-seeking; focused on learning and development.
Composed Calm; even-tempered; stable under pressure.
Resilience.
Cooperative Team-oriented; accommodating; trusting.
Structured Organised; planful; detail-focused. Meticulousness
Flexible Adaptable; open to new ideas and experiences.
Knowledge Requirements
Basic operational understanding of financial services processes.
Familiarity with Microsoft Office for reporting and basic reconciliations.
Willingness to learn Treasury and accounting principles under guidance.
Decision-Making Authority & Impact
Executes defined tasks under close supervision.
No discretion in decision-making; all non-routine issues escalated.
Problem-Solving Complexity.
Resolves only routine, procedural problems.
Follows pre-defined solutions and standard checklists.
Accountability & Impact.
Accountable for completion of allocated tasks accurately and on time.
Low-moderate impact on SLA metrics (reviewed by senior staff).
Leadership & Span of Control.
No leadership responsibility.
* Works under direct supervision of Officer, Specialist, or Manager.
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