Evening High-Volume Money Movement Specialist

Salt; Cape Town; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Salt in Cape Town is seeking an experienced Money Movement & Account Operations Specialist to support advisory teams during the evening shift. You will process client money movements, open new accounts, and prepare contracts in an in-office setting, handling roughly 1,500 transactions daily with emphasis on accuracy and timely completion.

The role requires strong knowledge of firm policies, back-office processes and technology, including Salesforce and DocuSign, and a collaborative approach with

Qualifications

• Bachelor's degree or equivalent experience.
• Experience with Salesforce, portfolio accounting software or DocuSign, plus Microsoft Office.
• Hands-on experience working with custodians and banks, with knowledge of their processes and procedures.
• Experience in a high-volume operations, cashiering or money movement environment.
• Excellent verbal, written, analytical and organizational skills, with outstanding attention to detail.
• Ability to identify, meet and follow through on client needs and requests.

Responsibilities

• Review and approve all money movement on behalf of clients, as directed by advisors and in line with current policies and procedures.
• Process a high volume of transactions, typically around 1,500 per day, while maintaining accuracy and meeting daily cut-offs.
• Review, reconcile and verify client money movement transactions, and release approved wires, checks, journals and ETFs at the custodian.
• Open new client accounts and make sure all documentation is complete and compliant.
• Prepare and send client contracts and paperwork, including through DocuSign, and track them through to signature.
• Communicate with banks and custodians to resolve issues that could delay money movement.
• Manage and reconcile client deposits.
• Prepare daily reports identifying transactions that need coding, and work with the team to make sure everything is coded correctly.
• Obtain monthly information from custodians on uncashed checks and report back to advisors.
• Act as a policy and procedure expert for advisory teams, helping advisors with their daily planning and answering questions on money movement.
• Train the client success team on policies and procedures around money movement.
• Complete all tasks in Salesforce accurately and on time.
• Support quarterly reporting, wider client support duties and special projects as needed.

Skills

High-volume operations

Cashiering

Money movement

Communication

Analytical skills

Education

Bachelor's degree

Tools

Salesforce

DocuSign

Portfolio accounting software

Microsoft Office

Job description

Salt in Cape Town is seeking an experienced Money Movement & Account Operations Specialist to support advisory teams during the evening shift. You will process client money movements, open new accounts, and prepare contracts in an in-office setting, handling roughly 1,500 transactions daily with emphasis on accuracy and timely completion.

The role requires strong knowledge of firm policies, back-office processes and technology, including Salesforce and DocuSign, and a collaborative approach with