Operations Assistant Zatham Wealth Limited

Zatham Wealth Ltd is a start-up financial services provider dedicated to helping individuals achieve their financial goals. We pride ourselves on delivering excellent customer service, innovative financial solutions, and a commitment to the highest standards of integrity and professionalism.

Job Description:

We are seeking a highly motivated and detail-oriented Operations Assistant to join our team. As an Operations Assistant, you will play a vital role in supporting the day-to-day operations of our financial institution. Your responsibilities will include handling administrative tasks, assisting with customer inquiries, and ensuring operational efficiency.

Key Responsibilities:

• Process customer transactions accurately and efficiently.
• Maintain and update customer account information.
• Assist customers with inquiries, account inquiries, and problem resolution.
• Support the onboarding process for new customers.
• Assist in compliance and regulatory reporting.
• Collaborate with other team members to ensure smooth operations.
• Handle administrative tasks such as filing, data entry, and documentation.
• Help develop and maintain internal operational policies and procedures.
• Provide support for special projects as needed.

Qualifications:

• Diploma or equivalent in Business Administration, Marketing, Operations, or related field.
• Good quantitative skills
• Prior experience in a financial institution or related field is preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and customer service skills.
• Ability to work effectively as part of a team.
• Proficient in using office software and financial systems.
• Knowledge of financial regulations and compliance is a plus.
• Adherence to high ethical standards and integrity.