VACANCY | OPERATIONS ACCOUNTANT | WATERFALL, JOHANNESBURG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:
- Achieve favourable outcomes on internal and external audits
- Cover responsibilities for team leave and assist others in need
- Create where necessary, maintain and update detailed process documents
- Adopt standard processes and controls and ensure all are adhered to Execute month-end procedures accurately and in a timely manner
- Log Operational Risk Register events as required on behalf of the team in a timely manner
- Monitor and review bank recons and unallocated deposits
- Perform and review calculations for multiple fees payable to advisers on a monthly basis and process journals accordingly
- Perform testing on IT fixes, enhancements and upgrades as and when required, including weekends
- Prepare and review ad hoc journals requested by advisers
- Prepare and review monthly adviser commission statements and monitor adviser loan accounts to ensure fully reconciled
- Regularly liaise with advisers on various matters, as well as PSG Wealth Financial Planning (Distribution), resolving queries/complaints in a timely manner
- Review and release daily batch payment and each element thereof
- Review and release local client account withdrawals/payments
- Review and release offshore client receipts and payments
- Review deposits, journals and BDA listings as required
- Review existing procedures in all areas of the department, identify gaps and inefficiencies and propose and implement improvements including new controls
- Take ownership of metrics reporting
- Take responsibility for complex ad hoc projects required by the business and deliver quality
- Take responsibility for incoming calls and allocations on JIRA
- Coach and equip team
Minimum requirements:
- BCom finance/investments/accounting or similar (NQF level 7)
- 3+ years of experience in financial services industry (preferably Securities/Stockbroking)
- Strong MS Office with advanced Excel skills
- BDA system knowledge advantageous
- Familiarity with JIRA workflow system advantageous
Competencies required:
- Ability to plan and prioritise
- Ability to work effectively within a team
- Accuracy/Attention to detail
- Analytical thinking
- Communication skills (verbal and written)
- Conflict management skills
- Deal with difficult clients and advisers
- Emotional Intelligence
- Enthusiasm to learn
- Flexibility
- Interpersonal skills and sensitivity
- Learn from mistakes
- Questioning mindset – understand why you are doing something
- Proactive
- Problem solving skills
- Strong work ethic
- Take ownership and responsibility for tasks assigned
- Time management and ability to work under pressure
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 12 August 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
