Job Description
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
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Facilitate inward and outward transfers across Life and LISP platforms
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Handle Section 14, Section 50, and discretionary transfer processes in line with FAIS, FICA, and internal compliance standards
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Investigate discrepancies, resolve unmatched transactions, and perform reconciliations
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Manage documentation including mandates, transfer forms, confirmations, and supporting docs
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Use internal systems such as Wealth Connect CRM, Finswitch, and TAU to track transfer workflow and ensure timely processing
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Identify and implement process improvements to enhance efficiency and reduce risk
Client & Adviser Support
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Serve as the primary escalation point for complex transfer queries
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Provide clear, accurate guidance to clients, advisers, and third-party providers
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Deliver professional responses across email, calls, and meetings
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Ensure compliance through coaching and support throughout the transfer lifecycle
System & Data Management
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Maintain detailed records of transfer activities
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Generate operational reports to monitor SLAs, resolve bottlenecks, and enhance performance
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Assist in testing and improving transfer system features and workflows
Stakeholder Engagement
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Work closely with internal teams including Client Services, Compliance, Legal, and adviser support teams
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Build relationships with external platforms, asset managers, and insurers
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Support knowledge sharing and training sessions related to transfer operations and product updates
Service Delivery & Risk Control
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Track performance against SLAs and escalate risks proactively
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Help resolve crises involving processing delays or reputational risks
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Continuously improve transfer processes based on feedback and audit outcomes
Requirements & Qualifications
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Bachelors Degree (NQF 7) in Finance, Investment Management, or Business Administration
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68 years experience in the LISP or investment platform environment
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Minimum 4 years hands-on experience in transfer processing, ideally across both Life and LISP products
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Deep understanding of Sectional Transfers, transfer documentation, and regulatory compliance
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Proficiency with Finswitch, CRM tools, and investment admin systems
Key Competencies
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Excellent problem-solving and process ownership abilities
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Strong project management and organisational skills
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Exceptional communication and client relationship skills
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Comfortable working independently and as part of a fast-paced operations team
Location: Bryanston, Johannesburg
Employment Type: Permanent
Salary: Market-related and commensurate with experience
Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.
Apply today contact Lidene Pienaar at Hire Resolve or on LinkedIn
Visit: www.********.co.za
Send your CV to: *****@*****.co.za
We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, well keep your CV on file and reach out regarding future opportunities.
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