Role Overview
This is an entry-level role within the Treasury Operations team designed to support daily operational and administrative processes under close supervision. The role focuses on accurate task execution client service support and developing foundational knowledge of treasury and financial services operations.
The successful candidate will follow established procedures contribute to service delivery standards and build capability in financial operations over time.
Core Responsibilities
- Execute routine operational and administrative tasks in line with defined procedures and checklists
- Support client service processes including handling queries and assisting with service requests
- Prepare and maintain basic reports records and documentation
- Perform simple reconciliations and data checks with a high level of accuracy
- Communicate with internal teams and clients in a clear and professional manner
- Escalate non-routine issues to senior team members
- Maintain adherence to service level agreements (SLAs) and quality standards
Core Capabilities
- Ability to follow structured processes and execute tasks accurately
- Clear written and verbal communication skills (including professional email drafting)
- Basic numerical proficiency and comfort working with data
- Strong attention to detail and ability to identify discrepancies
- Organised and methodical approach to task management
- Ability to work reliably within a supervised process-driven environment
- Basic computer literacy including the ability to work with standard business software
Domain / Industry Exposure (Advantageous Not Mandatory)
- Exposure to financial services or client service environments
- Basic understanding of financial operations or transaction processing
- Introductory knowledge of treasury or financial market concepts
Tools & Platforms
- Experience using standard office and productivity tools to manage documents spreadsheets and communication
- Familiarity with systems used for reporting reconciliation or data capture is beneficial but not required
Experience & Qualifications
- Minimum: Matric (Mathematics preferred)
- Preferred: Diploma in Finance Banking Business Administration or related field
Experience:
- Approximately 13 years of experience in a client service or administrative environment
- Financial services exposure is advantageous but not essential
Additional Requirement:
Behavioural Profile
- Accountability: Reliable task-focused and committed to delivering accurate work
- Learning Orientation: Open to feedback and motivated to develop new skills
- Resilience & Composure: Able to remain calm and consistent under routine pressure
- Collaboration: Works well within a team and supports shared objectives
- Attention to Detail: Careful structured and quality-focused in execution
- Adaptability: Willing to learn and adjust to new processes or requirements
Ideal Profile
An early-career professional who is dependable detail-oriented and eager to build a career in financial operations. The ideal candidate is comfortable working within structured environments takes pride in accuracy and is motivated to learn and grow within the treasury domain.
Required Experience:
Junior IC
Role OverviewThis is an entry-level role within the Treasury Operations team designed to support daily operational and administrative processes under close supervision. The role focuses on accurate task execution client service support and developing foundational knowledge of treasury and financial ...
Role Overview
This is an entry-level role within the Treasury Operations team designed to support daily operational and administrative processes under close supervision. The role focuses on accurate task execution client service support and developing foundational knowledge of treasury and financial services operations.
The successful candidate will follow established procedures contribute to service delivery standards and build capability in financial operations over time.
Core Responsibilities
- Execute routine operational and administrative tasks in line with defined procedures and checklists
- Support client service processes including handling queries and assisting with service requests
- Prepare and maintain basic reports records and documentation
- Perform simple reconciliations and data checks with a high level of accuracy
- Communicate with internal teams and clients in a clear and professional manner
- Escalate non-routine issues to senior team members
- Maintain adherence to service level agreements (SLAs) and quality standards
Core Capabilities
- Ability to follow structured processes and execute tasks accurately
- Clear written and verbal communication skills (including professional email drafting)
- Basic numerical proficiency and comfort working with data
- Strong attention to detail and ability to identify discrepancies
- Organised and methodical approach to task management
- Ability to work reliably within a supervised process-driven environment
- Basic computer literacy including the ability to work with standard business software
Domain / Industry Exposure (Advantageous Not Mandatory)
- Exposure to financial services or client service environments
- Basic understanding of financial operations or transaction processing
- Introductory knowledge of treasury or financial market concepts
Tools & Platforms
- Experience using standard office and productivity tools to manage documents spreadsheets and communication
- Familiarity with systems used for reporting reconciliation or data capture is beneficial but not required
Experience & Qualifications
- Minimum: Matric (Mathematics preferred)
- Preferred: Diploma in Finance Banking Business Administration or related field
Experience:
- Approximately 13 years of experience in a client service or administrative environment
- Financial services exposure is advantageous but not essential
Additional Requirement:
Behavioural Profile
- Accountability: Reliable task-focused and committed to delivering accurate work
- Learning Orientation: Open to feedback and motivated to develop new skills
- Resilience & Composure: Able to remain calm and consistent under routine pressure
- Collaboration: Works well within a team and supports shared objectives
- Attention to Detail: Careful structured and quality-focused in execution
- Adaptability: Willing to learn and adjust to new processes or requirements
Ideal Profile
An early-career professional who is dependable detail-oriented and eager to build a career in financial operations. The ideal candidate is comfortable working within structured environments takes pride in accuracy and is motivated to learn and grow within the treasury domain.
Required Experience:
Junior IC
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