Transfer Specialist III
Premium Ad Finance/Accounting - Other Finance/Accounting Johannesburg FULL TIME Job Summary Now Hiring: Platform Transfer Specialist III – Investment Platform Operations | Bryanston Are you a highly skilled transfer specialist with deep experience across Life and LISP platforms? A leading investment platform is looking for a Platform Transfer Specialist III to join its Bryanston-based operations team on a permanent basis. This senior-level role is ideal for someone who is well-versed in Section 14, Section 50, and discretionary transfers, enjoys process ownership, and thrives in a detail-driven, client-focused operations environment. Key Responsibilities Execution of Transfer Activities * Facilitate inward and outward transfers across Life and LISP platforms * Handle Section 14, Section 50, and discretionary transfer processes in line with FAIS, FICA, and internal compliance standards * Investigate discrepancies, resolve unmatched transactions, and perform reconciliations * Manage documentation including mandates, transfer forms, confirmations, and supporting docs * Use internal systems such as Wealth Connect CRM, Finswitch, and TAU to track transfer workflow and ensure timely processing * Identify and implement process improvements to enhance efficiency and reduce risk Client & Adviser Support * Serve as the primary escalation point for complex transfer queries * Provide clear, accurate guidance to clients, advisers, and third-party providers * Deliver professional responses across email, calls, and meetings * Ensure compliance through coaching and support throughout the transfer lifecycle System & Data Management * Maintain detailed records of transfer activities * Generate operational reports to monitor SLAs, resolve bottlenecks, and enhance performance * Assist in testing and improving transfer system features and workflows Stakeholder Engagement * Work closely with internal teams including Client Services, Compliance, Legal, and adviser support teams * Build relationships with external platforms, asset managers, and insurers * Support knowledge sharing and training sessions related to transfer operations and product updates Service Delivery & Risk Control * Track performance against SLAs and escalate risks proactively * Help resolve crises involving processing delays or reputational risks * Continuously improve transfer processes based on feedback and audit outcomes Requirements & Qualifications…
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