Fresh Jobs at Sygnia Asset Management

Brief description of role

• We are looking for a high performing Finance Support Administrator to join us in a dynamic and growing LISP. The candidate will be responsible for the support of all daily activities for the Retail Finance and Retail Operations Support teams. This is a junior role, perfect for an analytically minded individual looking to set a foundation for their career where no task is too small.

Duties and Responsibilities

Finance Support Tasks:

• Loading of payments, transfers, collections, basic understanding of and execution of bank reconciliations and account maintenance.
• Daily trade co-ordinator: Loading of, checking of, aggregation of and disaggregation of trades for market action/Pricing/Confirmations/Unitisations
• Collating and corresponding with stakeholders to prepare various supporting schedules for reporting. Examples include but not limited to Regulation 28 schedules, Investment Asset Manager confirmations, Mailbox management. This is not an exhaustive list.
• Providing audit support

Operations Support Tasks: End-to-end processing or providing assistance on:

• email query resolution
• Correction and exception handling
• bulk runs and exceptions
• maintenance of funds, portfolios and fee runs
• ballot correspondence and processing
• Adhoc project assistance (for example: data clean-up projects)
• Maintain strong internal departmental relationships that will foster the growth of a culture in line with the Sygnia Group and Sygnia LISP strategies and vision.
• Identify gaps in processes and report these to the line manager.
• Understand and adhere to the appropriate policies, standards, and procedures applicable to the role.
• Understand and engage in risks and risk events relevant to the role and immediately report any findings to the line manager and supporting departments.
• Maintain a healthy team spirit by assisting peers where needed, and where reasonably required, process ad hoc tasks as delegated to maintain stability of operations.
• Continuously work toward the implementation of processes and controls that fosters an effective LISP admin environment.

Preferred Candidate

• Relevant business qualification, for example Bcom
• Exposure to LISP / Employee Benefits environment preferred
• Knowledge of Pension Fund Act, FAIS, FIC Act, Long Term Insurance Act, CISCA, FATCA/CRS
• Advanced MS Excel skills (I.e. ability to do v-lookups/ Pivot Tables/ Sort data/ IF Formulas etc)

Professional Characteristics

• Strong organisational skills, resilient and able to function in a fast paced and high-pressure environment
• Meticulous, deadline driven and reliable
• Strong sense of duty and accountability
• Self-starter proactively taking ownership of development
• Client focused with good verbal and written communication skills
• Exhibit a professional image in character and communication
• High degree of team- and self-awareness
   

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ROLE DESCRIPTION:

• As an Operations Support Consultant, you will play a key role in ensuring the smooth operation of the team by providing technical and administrative support across critical processes. The role requires a keen eye for detail, strong problem-solving abilities, and the capacity to manage multiple priorities in a fast-paced environment.

DUTIES AND RESPONSIBILITIES:

• Assist in validating the integrity of all bulk-run data files before initiation
• Ensure all operational exceptions stemming from bulk runs (failed collections, income depletion) are attended to promptly
• Attend to product specific monitoring and controls (Guaranteed Annuity, Glidepath management)
• Attend to any corrective action that needs to be taken in response to regulatory compliance monitoring (Reg28 monitoring, forced rebalancing, fund restriction corrections)
• Assist with the setup and ongoing maintenance of model portfolios
• Validate and initiate monthly phase-in runs
• Handle bulk-email communication to clients and advisers in response to operational initiatives
• Provide technical administrative assistance to Finance, QA and SRS when required (incident calculations, data requests, clean-ups etc)
• Ensure the proper execution of all data clean-up initiatives (SARS missing data, contact detail validity etc)
• Assist with all business testing requirements (new project/system implementation, tax certificate testing etc)
• Prepare, collate and submit bespoke reporting as required by external stakeholders
• Manage and collaborate with relevant stakeholders in the balloting process
• Assist with the documentation of any business requirements, systems requirements, processes, procedures and controls
• Assist with any technical operational problems or escalations

ROLE QUALIFICATIONS AND EXPERIENCE:

• Com / B.Sc or equivalent undergraduate degree / diploma is preferable,
• At least 2-3 years’ experience in an administrative or operational environment
• A strong performance track record and distinct technical capability
• Fully multi-skilled on Sygnia’s administrative products, administrative processes and procedures

Professional Characteristics

• Strong organisational skills, resilient and able to function in a fast paced and high-pressure environment
• Meticulous, deadline driven and reliable
• Strong sense of duty and accountability
• Self-starter proactively taking ownership of development
• Client focused with good verbal and written communication skills
• Exhibit a professional image in character and communication
• High degree of team- and self-awareness
   

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• We are looking for an exceptional individual to join our team Retail Investment Services Team in the capacity of Client Relationship Manager (CRM).

DUTIES AND DAILY RESPONSIBILITIES:

• Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLA and in accordance with Sygnia’s servicing standards.
• Discuss and explain all funds, products and services offered by Sygnia as well as all operational processes and requirements.
• Educate and support clients/IFAs on procedures, quotes systems, portal sites and completion of instruction forms, application forms and supporting documents pertaining to FICA and FAIS.
• Own and manage every client/IFA interaction from start to end and provide feedback in the format requested by the client/IFA within SLA.
• Effectively manage personal queues – ‘Today’s Work Today’ (TWT principle).
• Attend to and refer all escalated queries to the departments responsible, follow up on feedback and manage client/IFA expectations.
• Eliminate and de-escalate any occurrences of client/IFA dissatisfaction.
• Ensure client/IFA satisfaction and retention through proactive and targeted servicing and relationship building efforts.
• Optimise Client Relationship Management skills and processes to deliver the maximum service impact to clients/IFAs.
• Maintain a good internal department relationship to ensure that you get the maximum support and collaboration.
• Partner with the relevant Business Development Executive (BDE) to ensure holistic and effective FSP support.
• Maintain a healthy team spirit by assisting peers where needed and proactively communicate.

ROLE QUALIFICATIONS AND EXPERIENCE:

• BCom or equivalent undergraduate degree/diploma is preferable.
• At least 3 years’ experience in Client and IFA Servicing within investment/financial services
• Experience in the Linked Investment Service Provider (LISP) environment administration is preferable.
• Experience in the following Financial Services industries is an advantage:
• LISP
• Collective Investment Schemes
• Retirement Funds
• Linked Life Companies (Just Life)
• Exchange Traded Funds (ETFs)
• Advanced Excel skills

COMPETENCIES REQUIRED:

• Strong organisational skills – a passion for getting things done quickly and accurately.
• Excellent client service skills – must enjoy liaising with clients.
• Ability to prioritise and function positively under pressure.
• Ability to deal with complexity.
• Innovative with strong problem-solving capability.
• Exceptional interpersonal skills.
• Self-motivated and proactive.
• Strong conversational and writing aptitude.
• Ability to work both within a team and individually.
• Be a self-starter and must be proactive in taking ownership for your own learning and career development.
• Be tactful, professional and maintain a positive personal brand.
• Ability to manage multiple projects while prioritizing work assignments.

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Role Description:

• The Outflows Consultant within the LISP (Retail) department will report to the Outflows team leader and will be responsible for validating, processing, and paying of redemption instructions for predominantly discretionary products, such as Endowment Policies, Tax Free-Savings, Investment accounts. Limited responsibility coverage on compulsory products.

Claims consist of, but is not limited to,

• partial and full withdrawals,
• rollovers,
• transfers out
• cooling-off, loans and surrenders, etc.
• They will ensure the timely and accurate processing of instructions from clients, beneficiaries, executors, and the like in accordance with applicable policies and laws. In addition, this function requires coordination of legislation, workflow management, and regular report generation.

Preferred Candidate:

• The ideal candidate for this position should have experience working in a LISP with linked life industry products and a strong understanding of relevant legislation. Basic understanding of the applicable retirement fund and tax legislation is advantageous.
• They should be proactive, possess excellent communication skills, and have the ability to work independently with a high level of numeracy and accuracy.

Qualifications and experience:

• At least 1-2 years of experience within financial services administration (Essential).
• Sound process knowledge about Life, and Voluntary (discretionary) products.
• Relevant Business/Commerce degree or studying towards your degree (Advantageous).

Duties and Responsibilities:

• Validate and verify instructions and supporting documentation.
• Process instructions received within SLA in accordance with the relevant policies, legislation, and procedures. This includes drafting of tax free certificates, etc.
• Manage cases on dashboards with the objectives of high degree of client centric outcomes.
• Engage in communication with stakeholders, including query management, to complete instructions and manage stakeholder expectations.
• Validate and process all transfers (cash payments, unit and CSDP) in relation to the claim.
• Where applicable, process claims end-to-end (ie validate, process exits and re-investment trades, process payments, communication)
• Liaise with parties to successfully close out the claim process.
• Staying up to date with industry requirements and relevant legislation.
• Providing accurate information to clients and building and maintaining relationships with internal and external stakeholders.
• Making recommendations for improving client service and fair treatment of clients within the scope of responsibility.

Professional Skills and Characteristics:

The successful candidate should possess the following professional skills and characteristics:

• Ability to work independently.
• Strong attention to detail.
• High level of numeracy and accuracy.
• Good analytical/problem-solving skills.
• Good communication skills, both written and verbal.
• Proactive individual who is willing to take responsibility and accountability for allocated tasks.
• Excellent organizational skills.
• Solid knowledge of the retirement fund industry and legislation.
   

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ROLE DESCRIPTION:

• We are looking for a high performing New Business Operations Consultant to manage the end-to-end processing of inflow instructions in a dynamic and growing LISP. The candidate will be responsible for ensuring that all new work is correctly validated, complied and captured and that all pending work is followed up on timeously.

DUTIES AND RESPONSIBILITIES:

• Perform due diligence procedures on instructions in line with the relevant RMCP and verification tools to assess whether a client and related flows may be accepted in terms of laws and regulations.
• Perform product validation procedures on the instruction in terms of laws and regulation.
• Perform business validation procedures instructions in terms of the LISPs Terms and Conditions.
• Request and manage all outstanding requirements by engaging with clients and business partners in a timeous and professional manner.
• Undergo inspection and analysis of various bank accounts to match unallocated deposits to client instructions.
• Request and manage all outstanding requirements of unallocated deposits with external parties to ensure fast turnaround of such deposits to valid client instructions.
• Report suspicious activities within the business structures without hesitation.
• Capture accepted and valid instructions in varying systems, completely and accurately.
• Ensure daily management and updating of dashboards and duties to ensure that no SLA and business processes are compromised.
• Collaboration between the administration team and the Client Service Team.
• Maintain strong internal departmental relationships that will foster the growth of a culture in line with the Sygnia Group and Sygnia LISP strategies and vision.
• Identify gaps in processes and report these to the line manager.
• Understand and adhere to the appropriate policies, standards, and procedures applicable to the role.
• Understand and engage in risks and risk events relevant to the role and immediately report any findings to the line manager and supporting departments.
• Maintain a healthy team spirit by assisting peers where needed, and where reasonably required, process adhoc tasks as delegated to maintain stability of operations.
• Continuously work toward the implementation of processes and controls that fosters an effective LISP environment.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Relevant business qualification, for example BCom
• 3-5 years’ relevant experience
• Exposure to LISP / Employee Benefits environment a distinct advantage
• Knowledge of Pension Fund Act, FAIS, FIC Act, Long Term Insurance Act, CISCA, FATCA/CRS
• MS Office proficiency, particularly, MS Excel

CORE COMPETENCIES REQUIRED:

• Strong organisational skills, resilient and able to function in a fast paced and high- pressure environment
• Meticulous, deadline driven and reliable
• Strong sense of duty and accountability
• Self-starter proactively taking ownership of development
• Client focused with good verbal and written communication skills
• Exhibit a professional image in person, demeanour, and communication
• High degree of team- and self-awareness
   

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Brief description of role

• We are looking for a high performing individual  to join us in a dynamic and growing LISP. The candidate will be responsible for investigating, reconciling, and resolving items in the unallocated bank account, and to actively manage and clear outstanding payments to ensure accurate financial reporting and improved cash flow visibility. This is a junior role, perfect for an analytically minded individual looking to set a foundation for their career where no task is too small.

Key Responsibilities

 Unallocated Bank Account Management

• Review and analyse all entries in the unallocated bank account
• Identify sources of unallocated payments
• Liaise with internal teams (finance, sales, operations) to obtain missing information
• Liaise with external stakeholder (Call and communicate with investors, IFAs and transferring funds)
• Maintain a clear audit trail for all allocations and adjustments
• Liaise with stakeholders and actively manage refunds and return to source process
• Invest and trade where necessary

Outstanding Payments Management

• Review aged payables and receivables listings
• Investigate long-outstanding or disputed items
• Follow up with internal and external stakeholders to resolve discrepancies
• Support the recovery of overdue payments where required
• Ensure correct allocation of payment

Reporting & Documentation

• Prepare daily unallocated deposit reporting with backing schedules per bank account with complete age analysis and investigation summary to management
• Progress on clearing outstanding items
• Key risks or problem areas
• Document processes and recommend improvements to prevent recurrence
• Process Improvement
• Identify root causes of unallocated transactions and payment delays
• Identify gaps in processes and report these to the line manager
• Recommend and implement process enhancements
• Assist in strengthening controls around cash allocation and payment processing
• Adhoc
• project assistance (for example: data clean up projects)
• Maintain strong internal departmental relationships that will foster the growth of a culture in line with the Sygnia Group and Sygnia LISP strategies and vision.
• Understand and adhere to the appropriate policies, standards, and procedures applicable to the role.
• Understand and engage in risks and risk events relevant to the role and immediately report any findings to the line manager and supporting departments.
• Maintain a healthy team spirit by assisting peers where needed, and where reasonably required, process ad hoc tasks as delegated to maintain stability of operations.
• Continuously work toward the implementation of processes and controls that fosters an effective LISP admin environment.

Preferred Candidate

• Relevant business qualification, for example Bcom
• Exposure to LISP / Employee Benefits environment preferred
• Knowledge of Pension Fund Act, FAIS, FIC Act, Long Term Insurance Act, CISCA, FATCA/CRS
• Advanced MS Excel skills
• Loves finding simple solutions to seemingly complex issues

Professional Characteristics

• Strong organisational skills, resilient and able to function in a fast paced and high-pressure environment
• Meticulous, deadline driven and reliable
• Individually accountable for all tasks
• Self-starter proactive self-development
• Client focused with good verbal and written communication skills
• Conducts him/herself in a professional manner
• High degree of team- and self-awareness

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• The Human Resource Generalist will provide comprehensive HR and payroll support across the full employee lifecycle. The role requires a strong payroll foundation, advanced reporting capability, and hands-on experience within the financial services environment. The successful candidate will be adaptable, resilient, and eager to gain exposure across all facets of Human Resources while thriving in a dynamic, fast-paced, and growth-oriented organisation such as Sygnia. The role is office based in Cape Town, with working in office Monday – Friday.

The duties and responsibilities of this position include (but are not limited to):

Payroll Administration

• End-to-end payroll administration using Sage 300
• Ensure payroll accuracy, integrity, and timely processing
• Manage payroll inputs including new hires, terminations, maternity leave, salary changes, bonuses, and deductions

HR Generalist Functions

• Provide day-to-day HR administration and coordination across the employee lifecycle
• Maintain accurate employee records and HR systems
• Manage leave administration and ensure system accuracy
• Support onboarding and offboarding processes
• Administer employee benefits (medical aid, retirement funds, risk benefits, etc.)
• Perform HR system updates and data maintenance
• Prepare and deliver HR, payroll, and headcount reports
• Workforce analytics and monthly HR reporting
• Produce ad hoc reports using advanced Excel
• Support audits and internal/external data requests
• Support BBBEE administration and reporting
• Maintain accurate employee data for BBBEE compliance
• Liaise with internal and external stakeholders to support regulatory requirements
• Participate in HR projects and process improvement initiatives
• Provide ad hoc HR and payroll support as required to the team
• Gain exposure to all facets of HR, including employee relations, compliance, reporting, and systems

Qualifications and Experience:

• Undergraduate degree in Human Resources or a related field
• Minimum of 5 years’ experience in HR and payroll administration
• Experience within the financial services industry (non-negotiable)
• Proven BBBEE administration experience
• Expert-level Sage 300 payroll experience (preferable)
• Expert Microsoft Office proficiency
• Advanced Excel skills, including:
• Pivot Tables
• XLOOKUP / VLOOKUP
• Formulas and data analysis
• Strong HR and payroll reporting capability
• Post graduate qualifications are advantageous

Core Competencies Required:

• Highly attentive to detail and accuracy-driven
• Adaptable, agile, and resilient in a fast-changing environment
• Open to learning with a strong desire to gain exposure across all areas of HR
• Strong analytical and problem-solving ability
• Excellent organisational and time-management skills
• High levels of professionalism, confidentiality, and integrity
• Strong communication and stakeholder engagement skills
• Strong analytical and numerical skills
• Strong team player with the ability to work collaboratively