A leading global wealth management firm is building a new Money Movement team in Cape Town. The team supports advisors and their high-net-worth clients, making sure every payment is accurate, secure and on time. Joining at this stage means you'll help shape how the team works, not just follow existing processes.

What you'll be doing

Reviewing and approving client money movements, including withdrawals, deposits, transfers and payments, in line with firm policies and procedures
Releasing approved wires, cheques and journals at custodians
Liaising with custodians and banks to resolve issues that could delay payments
Reconciling and verifying client transactions and deposits
Preparing daily reports to make sure transactions are coded correctly
Supporting account opening, FICA/KYC and sending documents via DocuSign
Following up on uncashed cheques and reporting to advisors
Helping train colleagues on money movement policies and procedures
Completing tasks accurately and on time in Salesforce

What you'll need

Current experience processing and approving or authorising client payments or transactions
Direct experience working with custodians, banks or banking platforms
A background in unit trusts, LISP, transfer agency, fund services or private wealth
Outstanding attention to detail and strong organisational skills
Clear written and verbal communication, and a customer service mindset
The ability to work independently while enjoying being part of a close team
Discretion with highly confidential client information
Availability to work onsite in Cape Town, 2pm to 10pm, Monday to Friday

Advantageous

Offshore or international payments exposure
Experience with Salesforce, DocuSign, Finswitch, Calastone, EMX or portfolio accounting software
A relevant degree, although equivalent experience is equally welcome

Cashiering Specialist

Key skills