Senior Platform Transfer Specialist, Life & LISP Ops

Hire Resolve; Johannesburg; Sur place; ZAR 600 000 - 900 000; Plein temps

Résumé du poste

A leading investment platform is seeking a highly skilled Platform Transfer Specialist III to join its operations in Bryanston, Johannesburg. The ideal candidate will have a Bachelor's degree and 6-8 years of experience within the LISP or investment platform sectors. Responsibilities include managing transfer activities, supporting clients and advisors, and maintaining compliance throughout the transfer lifecycle. This permanent position offers a competitive salary based on experience and is perfect for professionals with strong problem-solving and project management skills.

Qualifications

• 6–8 years’ experience in the LISP or investment platform environment.
• Minimum 4 years’ hands-on experience in transfer processing.
• Deep understanding of sectional transfers and regulatory compliance.

Responsabilités

• Facilitate inward and outward transfers across Life and LISP platforms.
• Serve as the primary escalation point for complex transfer queries.
• Generate operational reports to monitor SLAs and enhance performance.

Connaissances

Problem-solving

Project management

Communication

Client relationship

Organizational skills

Formation

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

Outils

Finswitch

Wealth Connect CRM

Investment admin systems

Description du poste

A leading investment platform is seeking a highly skilled Platform Transfer Specialist III to join its operations in Bryanston, Johannesburg. The ideal candidate will have a Bachelor's degree and 6-8 years of experience within the LISP or investment platform sectors. Responsibilities include managing transfer activities, supporting clients and advisors, and maintaining compliance throughout the transfer lifecycle. This permanent position offers a competitive salary based on experience and is perfect for professionals with strong problem-solving and project management skills.