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Johannesburg: Transfer Specialist III posted by Hire Resolve

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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

  • 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

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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

  • Bachelors Degree (NQF 7) in Finance, Investment Management, or Business Administration

  • 68 years experience in the LISP or investment platform environment

  • Minimum 4 years hands-on experience in transfer processing, ideally across both Life and LISP products

  • Deep understanding of Sectional Transfers, transfer documentation, and regulatory compliance

  • Proficiency with Finswitch, CRM tools, and investment admin systems

Key Competencies

  • Excellent problem-solving and process ownership abilities

  • Strong project management and organisational skills

  • Exceptional communication and client relationship skills

  • 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.



GO APPLY NOW

Safe & secure application process

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