Forex Administrator

PRETORIA    

Reporting  relation

Team Leader Foreign Exchange Operations

Purpose of job

Day to day on-boarding and settlements.

Key relations

SARB, Authorised dealers, key clients and other preferred suppliers and internal business units.

Qualification and experience

Relevant tertiary qualification or certification

5 years’ experience in an admin environment

Computer competency requirements

Outlook Packages

KPA/ Strategic Business Deliverables

  Existing clients

• Liaise with clients on a daily basis
• Send timeous documentation to banks to settle transactions
• Follow up on queries
• Update of systems , data capturing
• Management of cash management systems
• Processing : Balance of payment forms

Client on-boarding

• Oversee the on boarding of new clients
• Oversee the updating of existing clients records
• Correspond with clients re their accounts, balances and payments
• Correspond with authorised dealers re new clients and changes to existing clients
• Update and manage business mandates and agreements for all clients, authorised dealers and regulators
• Management information Systems, statistics relating to clients (new, dormant etc)
• Update internal systems with client records and changes i.e. Tyrus

Settlements

• Ensure correctness and timeous delivery of client confirmations
• Manage reconciliations of bank and client accounts
• Client service delivery and query resolution
• Liaise with Authorised dealers with regards to operational matters
• Facilitate client tax clearance applications
• Assist with exchange control applications and matters

Dealing

• Quote rates to suppliers
• Optimise profitability

Closing date: 17-01-2025

Learnership – Data capture assistant

CLAREMONT

An exciting opportunity has arisen at Citadel for a Learner on a 12-month fixedterm contract. This role involves completing an accredited online business administration qualification.

The learnership includes both academic and workplace responsibilities.

Role purpose

We are looking for a detail-oriented individual to join the Citadel Direct Solutions team. The primary responsibility of this role is to capture data from paper documents and scanned files and enter it into our system.

Key responsibilities include:

• Carefully reviewing and analyzing documents to ensure accurate data entry.
• Using multiple systems to input and manage data effectively.

The ideal candidate will have a strong attention to detail and a willingness to learn and adapt to new systems and processes.

Minimum qualifications

• Matric (Grade 12)

Attributes

• Must possess a strong work ethic and diligence.
• Must be able to understand written, verbal, and numeric texts.
• Must be professional, self-managed and have cultural awareness.
• A team player with a positive attitude, able to work independently when required.

Closing date: 24-12-2024

Para Planner

(Applications for Para Planner/Advisory Associate or Junior Financial Advisor would be considered.)

Purpose of job

The role encompasses amongst other taking Citadel’s service and product offering to market and engaging with prospective and existing clients.

Reporting relation

Regional Head: Advisory Partner

Key relations

External Clients, Internal clients, Leads, Financial Services Board, Financial Planning Institute, Portfolio managers, investment and asset management companies and banks, personal networks.

Qualification

Post graduate Diploma in Financial Planning – CFP Relevant B Com degree or CA or LLB Regulatory exam Class of Business courses completed

Experience

Min 5 years’ experience in investment and planning environment

Competencies

• Aptitude for figures
• Influencing skills
• Conceptual thinking skills
• Interpersonal understanding
• Good presentation skills
• Effective stress management
• Adaptable and flexible to change
• Appropriate balance of Context and Detail orientation
• Effective interaction abilities
• EQ
• Ability to mentor and teach

Knowledge

• Knowledge of financial markets
• Insurance and investment products
• Thorough understanding and knowledge of global economy, financial and investment markets
• Knowledge on investment and financial planning
• Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates

Personal characteristics

• Client and service oriented
• Affable character
• Integrity
• Quick thinker
• Managerial and delegation skills
• Mature
• Confident
• Well presented
• Sensitivity to the clients
• High sense of duty and loyalty
• Wide range of interests

Closing date: 31-12-2024