Transfer Agency Fund Accountant – Investor Services

JTC Group; South Africa; On-site; ZAR 350 000 - 450 000; Full time

Job summary

A leading fund administration company in South Africa is seeking an experienced professional for a Transfer Agency role. Responsibilities include managing investor transactions, ensuring accurate documentation, and maintaining client relationships. The ideal candidate has over 3 years of financial services experience and is skilled in Microsoft Office applications. Strong communication skills and attention to detail are essential. This role is integral to enhancing the company's commitment to inclusion and operational efficiency.

Qualifications

• 3+ years relevant financial services experience.
• Working knowledge of Microsoft packages, including Excel, Outlook and Word.
• Ability to demonstrate effective communication skills.

Responsibilities

• Manage timely execution of investor transactions.
• Ensure accurate documentation and KYC updates.
• Process and quality check investor transfer instructions.

Skills

Effective communication skills

Attention to detail

Ability to coach others

Ability to work under pressure

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

A leading fund administration company in South Africa is seeking an experienced professional for a Transfer Agency role. Responsibilities include managing investor transactions, ensuring accurate documentation, and maintaining client relationships. The ideal candidate has over 3 years of financial services experience and is skilled in Microsoft Office applications. Strong communication skills and attention to detail are essential. This role is integral to enhancing the company's commitment to inclusion and operational efficiency.