Transfer Specialist III

Now Hiring: Platform Transfer Specialist III – Investment Platform Operations | Bryanston

Are you a highly skilled transfer specialist with deep experience across Life and LISP platforms ? A leading investment platform is looking for a Platform Transfer Specialist III to join its Bryanston-based operations team on a permanent basis .

This senior-level role is ideal for someone who is well-versed in Section 14, Section 50, and discretionary transfers , enjoys process ownership, and thrives in a detail-driven, client-focused operations environment.

Key Responsibilities

Execution of Transfer Activities

• Facilitate inward and outward transfers across Life and LISP platforms

• Handle Section 14, Section 50 , and discretionary transfer processes in line with FAIS, FICA , and internal compliance standards

• Investigate discrepancies, reso...