Johannesburg: Financial Services Onboarding and Transfers Administrator posted by SET Consulting

March 29, 2026 Jobs in Central Johannesburg

SET Consulting

Gauteng

Other Finance/Accounting

Job Description

About the Role

The Financial Services Onboarding and Transfers Administrator role at SET Consulting involves working closely with key stakeholders, team members, and industry regulators to ensure a smooth transition for investors and new partners. The successful candidate will be responsible for managing transfers, conducting audits, and maintaining compliance with regulations.

Key Responsibilities

Administration
Formal and verbal query management
Manage key relationships and continual communication with all related parties
Implement and record all transfers/transactions that have been submitted and update the tracking system accordingly
Learn how to conduct Quality Assurance of New Business cases and provide feedback
Drawing up and completing transfer documentation from beginning to end
Collating all relevant information for the purposes of tax directive applications
Applying for tax directives on applicable transfers
Liaising with the Principal Officer and Trustees for the Retirement Fund Transfers
Managing and preparing the ROT process, which involves following up of Rots & proof of payments
Query resolution on Unallocated List with Transferring Companies etc.
Identify and communicate process enhancements and improvements within the transfer space
Manage instructions and queries via the transfers mailbox and relevant dashboard within SLA timeframes

Requirements

Matric certificate (essential)
Degree in commerce or an applicable insurance diploma or qualification (NQF 6 or NQF7)

Qualifications

No formal education/certifications mentioned.

Salary & Benefits

Salary information not provided.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

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Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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