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Operations Analyst

Job Title: Operations Analyst / Compliance Specialist
Location: Remotely in South Africa
Job Type: Full-time
Hours: 10am-7pm SAST

Monthly Salary: R23 000 - R28 000 per month ( Negotiable based on experience )

About the Company

Our client operates in the financial services industry, providing comprehensive solutions to meet the needs of their diverse clientele.

Role Overview

Join our client's dynamic team as an Operations Analyst specialising in compliance within the financial services sector. This role offers a unique opportunity to contribute to regulatory adherence, operational efficiency, and client satisfaction.

Responsibilities

  • Client Onboarding & Account Management: Account opening, onboarding, compliance screening, and referrals investigation
  • Transaction & Payment Processing: Reviewing and approving referred funds, additional information requests, payment tracers/recalls, and private client payments above £250k
  • Client & Counterparty Communication: Handling client inquiries, counterparty information requests, and updating client details
  • System & Database Management: Managing HubSpot onboarding, syncing systems, unlocking web accounts, and maintaining the client database
  • Reporting & Compliance: Affiliate approval and registration, KYC refreshes, and statement management (weekly/monthly)
  • Operational Support: Online demos, troubleshooting portal issues, trade support inbox actions, and executing online payment instructions requiring drawdown
  • 2-5 years of experience in onboarding or transaction monitoring roles
  • Strong process adherence and attention to detail
  • Experience in account opening and compliance screening
  • Experience in managing HubSpot onboarding and syncing systems
  • Excellent communication skills
  • Ability to collaborate effectively within a team
  • Experience servicing both clients and internal sales teams
  • Desire for long-term success in the role
  • Competitive salary based on experience.
  • Flexible remote work environment.
  • Opportunity to work with a dynamic and growing team.

Average salary estimate

$7297 / YEARLY (est.)
min
max
$6156K
$8438K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Operations Analyst, EMAPPLY

Join our client’s innovative team as an Operations Analyst in the vibrant financial services sector! This full-time role, based remotely in South Africa, invites you to make an impact by ensuring regulatory compliance and enhancing operational efficiency. With a monthly salary range of R23,000 to R28,000, negotiable depending on your experience, you’ll find a supportive and dynamic work environment. As an Operations Analyst focusing on compliance, you will be responsible for crucial tasks such as client onboarding, transaction and payment processing, and managing communications with both clients and counterparties. You'll also manage essential systems and databases like HubSpot and engage directly in reporting and compliance tasks, ensuring that everything runs smoothly and meets regulatory standards. With 2-5 years in onboarding or transaction monitoring roles, your attention to detail and adherence to processes will shine. This position offers the chance to collaborate effectively in a team setting while providing exceptional service to clients and internal teams. Embrace this opportunity to contribute to your team's success and grow in a role that promises both challenges and rewards!

Frequently Asked Questions (FAQs) for Operations Analyst Role at EMAPPLY
What are the main responsibilities of the Operations Analyst at our client?

The Operations Analyst at our client will primarily focus on compliance within the financial services sector. Responsibilities include client onboarding, account management, transaction and payment processing, as well as effective communication with both clients and counterparties. Additionally, you will manage HubSpot onboarding, maintain databases, and ensure regulatory compliance through reporting.

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What qualifications are needed for the Operations Analyst position with our client?

To be considered for the Operations Analyst position with our client, candidates should possess 2-5 years of experience in onboarding or transaction monitoring roles. A strong understanding of compliance screening, account opening processes, and experience managing systems like HubSpot are essential. Excellent communication skills and a detail-oriented mindset are also crucial for success in this role.

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Is there a specific salary range for the Operations Analyst role at our client?

Yes, the Operations Analyst role at our client offers a competitive monthly salary range between R23,000 and R28,000. This amount is negotiable based on experience, providing an excellent opportunity to earn according to your skills and expertise in the financial services industry.

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What is the work environment like for the Operations Analyst at our client?

The work environment for the Operations Analyst at our client is flexible and remote, allowing you to work effectively from anywhere in South Africa. You will be part of a dynamic and growing team focused on achieving operational efficiency and high client satisfaction, ensuring a collaborative and supportive atmosphere.

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What opportunities for growth exist for the Operations Analyst at our client?

The Operations Analyst at our client can look forward to various opportunities for professional growth. You will gain extensive experience in compliance and operational processes within the financial services industry, and the role promotes long-term success, paving the way for future advancement within the company.

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Common Interview Questions for Operations Analyst
What experience do you have in compliance and onboarding processes?

Be sure to share specific examples from your previous roles that highlight your experience in compliance and onboarding, mentioning any systems you've used like HubSpot. Focus on how you ensured regulatory adherence and client satisfaction in those processes.

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How do you handle client inquiries and ensure effective communication?

Discuss your communication strategy to respond to client inquiries and how you manage relationship dynamics, ensuring timely and clear interactions. Highlight any tools or approaches you utilize to streamline these communications.

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Can you describe your approach to transaction and payment processing?

Explain your methodical approach to reviewing and approving transactions. It’s beneficial to mention any tools or protocols you follow to ensure accuracy and compliance during this process.

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What strategies do you use to maintain attention to detail in your work?

Articulate the techniques you apply to maintain detail orientation, such as checklists or systematic reviews of your work. It might also be useful to include examples where your attention to detail positively impacted a project or client experience.

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How do you prioritize tasks in a fast-paced work environment?

Share your prioritization methods, possibly mentioning specific frameworks you follow or tools you use. Provide examples of how this has helped you manage competing deadlines effectively.

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What is your experience with managing database systems like HubSpot?

Provide details on your experience with HubSpot or similar systems, illustrating your proficiency in onboarding processes and database management, ensuring you highlight any relevant achievements.

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How do you approach reporting and compliance in your previous roles?

Discuss your familiarity with compliance reporting requirements, outlining your method of gathering data and generating reports that ensure adherence to regulatory standards. Specific success stories could make your response impactful.

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Describe a time when you faced a challenge in your previous role. How did you overcome it?

Choose a significant challenge you encountered and provide a structured example of how you resolved it. Focus on the skills and strategies you employed to navigate through this situation successfully.

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How would you contribute to team collaboration in this role?

Emphasize your understanding of effective teamwork and collaboration strategies. Provide examples highlighting your contributions in previous roles to promote collaborative environments.

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Why are you interested in the Operations Analyst position at our client?

Articulate your motivation for applying to this specific role, relating it back to your career goals and interests in the financial services sector. Highlight what excites you about the client’s mission and how you can contribute to their success.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 25, 2025

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