Reconciliation (Internal Process)- Across our CIS Manco entities, Asset Manager entities, and Lisp entities- Liability administration System Unit Value Vs. Liability administration System Cash- Liability administration System Cash Vs. External Bank- Liability administration System Cash Vs. Asset administration System Cash- Asset administration System Units Vs. Custodian Units- Asset...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
SA - Gauteng, Pretoria EastR 15 000 - R 18 000 Monthly (Negotiable)Administrator Pretoria-East R15 000 - R18 000 CTCMinimum requirements: MatricRE5 / RE1NQF 5 / NQF 6 in financial services industryMinimum 3 year within a Financial Services ProviderExperience in Life Insurance and Investment (LISP) highly advantageousClient onboardingInformation retrieval and processing, Data Entry and...
Minimum requirements: Matric RE5 / RE1 NQF 5 / NQF 6 in financial services industry Minimum 3 year within a Financial Services Provider Experience in Life Insurance and Investment (LISP) highly advantageous Client onboarding Information retrieval and processing, Data Entry and Record-Keeping Regulatory Compliance Risk Rating Verification Client file compilation Continuous client management,...
PermanentCape TownPurpose of the job Main duties and responsibilities:Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processesInvestment corrections (adjustments) and investigationsBackdated profit and loss calculationsGeneral query resolutionAd hoc projectsDriving down the number of errors by identifying and addressing trends...
This team is responsible for the resolution of exceptions and corrections on a day-to-day basis within the Unit Trust and LISP (Discretionary and Life and Retirement) operational areas. Main duties and responsibilities- Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processes- Investment corrections (adjustments) and...
Job Advert Summary:Who we are:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through...
Objective of the Role: The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences. The focus would be to support the GIP applications with supports from other teams, and in line with best ITIL and ITSM practices, and to ensure systems are Always on, Always Secure Key Responsibilities: - To work with the...
About the Role We are seeking a highly skilled Senior Business Analyst to work across complex, multi-domain environments within FinTech / Insurance / retirement investment platforms. You will play a critical role in gathering and translating business requirements, optimizing processes, supporting regulatory and compliance initiatives, and ensuring technology solutions align with strategic...
Overview: Our client is a boutique asset manager, managing close to R20 billion in assets under management across South Africa and offshore. They are looking for an Operations Assistant to support the investment team with daily operational tasks. This role is important in ensuring compliance, supporting operational processes, and contributing to the overall effectiveness of the investment...
Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 09, 2026 Description of the role Main responsibilities: - Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client...
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and...
About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate...
Job Advert Summary:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
Purpose of the job The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. The primary responsibility will be to lead and manage the team’s total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a day-to-day basis. The role requires...
PermanentCape TownPurpose of the jobJoin a financial services business in a niche area of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products.The primary responsibility will be to lead and manage the teams total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a...
Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
Job Advert Summary:Who we are:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...