Transfer Specialist III at Hire Resolve

• 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

• 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