Jobs at Sygnia Asset Management

Job Description
The duties and responsibilities of this position include (but are not limited to) taking responsibility of any clients or product ranges assigned: 

• Daily processing of client cash flows accurately and timeously.
• Further processing and instructing of investments/disinvestments to the relevant asset managers
• Payment and processing of monthly management fees
• Processing of EFT payments and transfers to internal bank accounts, asset managers and clients.
• Bank reconciliations on a daily basis
• Performing daily controls and resolving all discrepancies
• Daily reporting to clients, including dissemination of unit prices and trade confirmation statements
• Distribution of monthly, quarterly reports.
• Assist and resolve customer/internal queries quickly and efficiently.
• Management of internal requests, to ensure clients queries are resolved timeously.
• Where necessary, assisting with onboarding of new clients
• Where necessary, assisting with restructures/ transitions of existing clients
• Assist with internal and external audit requirements
• Process documentation management
• Meet team service level targets

Role Qualifications and Experience:

• A Bachelor of Commerce degree or equivalent tertiary qualification.
• 3-5 years investment administration experience.
• Outlook, Excel and Word

Core Competencies Required:

• Sound work ethic
• Proactive and takes responsibility and accountability for assigned duties
• High level of numeracy and accuracy
• Excellent analytical, problem-solving skills
• Strong attention to detail
• Strong communication and interpersonal skills
• Resilience
• Ability to be self-managed
• Effective email management
• Takes pride in work and in providing superior service to client
• Team collaboration
• Time management

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Job Description

THE DUTIES AND RESPONSIBILITIES OF THIS POSITION INCLUDE (BUT ARE NOT LIMITED TO) TAKING RESPONSIBILITY

• Provide well-considered retirement benefits counselling and advice to members of SURF.
• Provide members and clients with information and advice on investments, legislation and pending legislative changes which could impact the participating employer’s benefit structure.
• Handle member queries with circumspection and confidentiality.
• Build and maintain meaningful relationships with internal and external stakeholders.
• Ongoing interaction with employee benefits consultants, SURF’s participating employers and other service providers, as required.
• Provide investment, retirement benefits and member portal presentations to members.
• Liaison to assist and escalate administration and member portal queries.
• Continuous educational development in field of expertise.
• Detailed knowledge of group risk benefit arrangements.
• Attend management committee meetings when needed.
• Be able to develop, maintain and enhance relationships not only with clients/consultants but the wider employee benefits team.

TCF

• Adhere to high service standards to conform with TCF principles.
• Keep abreast of latest TCF information and guidelines.

ROLE QUALIFICATIONS & EXPERIENCE

• A post graduate qualification related to employee benefits or law.
• CFP would be advantageous.
• Membership of a professional body (e.g. FPI).
• Excellent knowledge of legislation governing retirement funds.
• FAIS qualifications.
• 3-5 years employee benefits consulting experience.
• Good understanding and interpretation of Pension funds, FAIS and related legislation
   

TECHNICAL EXPERIENCE

Strong knowledge of employee benefit industry
Strong knowledge of Pension Funds, FAIS and related legislation
Compliance and governance of pension fund structures
Pension Fund Act and Regulations associated circulars issued by registrar
Working knowledge of Retirement Fund Law, Income Tax Act, Labour Relations Act, Divorce Act and Long-Term Insurance Act
Knowledge of Financial Sector Regulations Act
Knowledge of retail products (retirement annuity funds, living annuities, life annuities and unit trusts) as many complaints (Adjudicator, FAIS Ombud and even social media complaints) relate to these.
Microsoft Office
 

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• We are seeking a motivated and detail-oriented Junior Accountant to join our finance team. This role supports the broader finance function through accurate processing, reconciliations, and assistance to senior accountants across the team.
• The Junior Accountant will be responsible for day-to-day accounting and finance administration, including invoicing, payments, reconciliations, and debtors and creditors management. The ideal candidate will have completed SAIPA articles or have 3 years’ experience in an accounting or finance role and be eager to develop their technical skills while gaining exposure to a broad range of accounting functions within a financial services environment.

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

Accounting & Finance Support

• Maintain accurate financial records and assist with preparation of accounts up to trial balance
• Assist senior accountants with month-end and year-end close processes
• Capture journals, accruals, and supporting documentation
• Perform balance sheet and general ledger reconciliations as required

Invoicing, Debtors & Creditors

• Raise and process customer invoices
• Manage supplier invoices and ensure accurate capturing and allocation
• Perform debtor and creditor reconciliations
• Follow up on outstanding customer balances and support collections processes
• Maintain supplier and customer master data

Payments & Cash Management

• Prepare and raise payment batches on banking systems
• Support daily cash flow monitoring and cash management activities

Tax & Compliance Support

• Assist with VAT calculations and submissions
• Support compliance with SARS requirements and internal policies
• Maintain accurate supporting documentation for tax and audit purposes

Audit & Governance

• Maintain proper filing and documentation of financial records
• Assist with internal and external audit requests
• Ensure adherence to internal controls and finance policies

Role Qualifications and Experience:

• BCom Accounting or related qualification
• SAIPA articles or 3 years’ experience in an accounting or finance role
• Exposure to debtors, creditors, invoicing, and payment processing
• Basic understanding of general ledger reconciliations
• Intermediate proficiency in Microsoft Excel
• Experience working with SAGE Evolution would be advantageous
• Experience within the financial services industry would be advantageous

Core Competencies Required:

• Strong attention to detail and accuracy
• Willingness to learn and take ownership of tasks
• Good organisational and time-management skills
• Ability to work well within a team
• Professional communication skills
   

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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
• 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