Transfer Specialist III

4 days ago

Johannesburg, Gauteng, South Africa Hire Resolve Full time R1 200 000 - R1 800 000 per year

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 ResponsibilitiesExecution 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

  • Bachelor's Degree (NQF 7) in Finance, Investment Management, or Business Administration

  • 6–8 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:
Send your CV to: [email protected]

We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, we'll keep your CV on file and reach out regarding future opportunities.

  • Project Manager III

    7 days ago

    Johannesburg, Gauteng, South Africa HelloKindred Full time R150 000 - R200 000 per year

    Company Description Who is HelloKindred?HelloKindred are specialists in staffing marketing, creative and technology roles, offering a range of talent solutions that can be delivered on-site, remotely or hybrid.Our vision is to make work accessible and people's lives better. We do this by disrupting traditional employment barriers – connecting ambitious...

  • Project Manager III

    1 week ago

    Johannesburg, Gauteng, South Africa HelloKindred Full time R1 200 000 - R2 400 000 per year

    Who is HelloKindred?HelloKindred are specialists in staffing marketing, creative and technology roles, offering a range of talent solutions that can be delivered on-site, remotely or hybrid.Our vision is to make work accessible and people's lives better. We do this by disrupting traditional employment barriers – connecting ambitious talent to flexible...

  • Travel Specialist Support

    2 weeks ago

    Johannesburg, Gauteng, South Africa MORE Collection Full time R250 000 - R400 000 per year

    The Travel Specialist Support provides administrative support to the Africa Travel Specialist team throughout the bookings, confirmation, and travel stage of a guests' holiday. They are aligned to either 2 or 3 Africa Travel Specialist and are responsible for assisting with all administrative details pertaining to a travel itinerary and the accompanying...

  • Sales Specialist

    1 week ago

    Johannesburg, Gauteng, South Africa Weba Chutes Full time R6 000 000 - R8 000 000 per year

    Company DescriptionWeba Chutes is a globally renowned leader in the design and manufacture of custom-engineered transfer chute systems, catering to the industrial and mining sectors. With a focus on enhancing productivity and minimizing downtime, we provide solutions tailored to the specific requirements of each application, accommodating a range of...

  • Automation Workflow Specialist

    7 days ago

    Johannesburg, Gauteng, South Africa Shae Group Full time US$1 000 - US$1 500 per year

    Retainer role — deliver stable GHL pipelines & automation systemsTitle:  Automation Workflow Specialist (GHL • Zapier • n8n • AI)Location: Remote — Open globally to applicants from: Philippines, Vietnam, Indonesia, Latin America (Mexico, Colombia, Brazil), Eastern Europe (Poland, Ukraine, Romania, Bulgaria, Belarus), and Africa (Kenya, South...

  • Data Scientist III

    1 week ago

    Johannesburg, Gauteng, South Africa FNB South Africa Full time R120 000 - R180 000 per year

    Job DescriptionTo plan, build, optimise and implement innovative quantitative analytical methodologies, procedures, products and advancedmathematical models that provide analytical support and interpret insights, using advanced analytics technologies, to address business opportunities and problems and implement business strategy.Develop, maintain and improve...

  • Health Care Compliance Specialist

    4 days ago

    Johannesburg, Gauteng, South Africa Boardroom Appointments Full time R250 000 - R500 000 per year

    Health Care Compliance Specialist Minimum Requirements:Matric (Grade 12)Experience in healthcare industries, compliance, legal, finance, commercial, or medical affairs, or related functions preferred.Strong communication, organizational, and analytical skills required.Fluent in EnglishHigh level of integrity with strong ethical values.Willingness to make...

  • Cross-Border Sales Specialist

    6 days ago

    Johannesburg, Gauteng, South Africa PayTech Group Full time R900 000 - R1 200 000 per year

    Job Title:Cross-Border Sales SpecialistTerm:12 monthsLocation:Johannesburg, South AfricaReports to:VP Specialist Sales Lead, Transfer SolutionsRelevant experience:10+ years of experience in salesMandatory requirements:Understanding of cross-border payments or remittances.PURPOSE OF JOBSeeking an experienced and dynamic Sales Specialist to lead the growth of...

  • Cross-Border Sales Specialist

    5 hours ago

    Johannesburg, Gauteng, South Africa PayTech Nexus Full time R900 000 - R1 200 000 per year

    Job Title: Cross-Border Sales SpecialistTerm: 12 monthsLocation: Johannesburg, South AfricaReports to: VP Specialist Sales Lead, Transfer SolutionsRelevant experience: 10+ years of experience in salesMandatory requirements: Understanding of cross-border payments or remittances.PURPOSE OF JOBSeeking an experienced and dynamic Sales Specialist to lead the...

  • IoT Specialist Engineer

    4 days ago

    Johannesburg, Gauteng, South Africa Hire Resolve Full time R900 000 - R1 200 000 per year

    Hire Resolve's client is looking for a IoT Specialist Engineer to join their team in Johannesburg, GP. If you're passionate about designing smart devices, optimizing data flow, and creating secure, connected solutions, we want to hear from you Help us shape a smarter world where everything is interconnected. Your adventure in the Internet of Things starts...