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Operations Consultant Inflows

Cape Town
Salary: Market Related
Job Type: Permanent
Sectors: Investment Management
Reference: 183613

Apply before May 15 2026 | 9 Days left

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Vacancy Details

Employer: Sygnia Asset Management

ROLE DESCRIPTION:

We are looking for a high performing New Business Operations Consultant to manage the end-to-end processing of inflow instructions in a dynamic and growing LISP. The candidate will be responsible for ensuring that all new work is correctly validated, complied and captured and that all pending work is followed up on timeously.

DUTIES AND RESPONSIBILITIES:

Perform due diligence procedures on instructions in line with the relevant RMCP and verification tools to assess whether a client and related flows may be accepted in terms of laws and regulations.
Perform product validation procedures on the instruction in terms of laws and regulation.
Perform business validation procedures instructions in terms of the LISPs Terms and Conditions.
Request and manage all outstanding requirements by engaging with clients and business partners in a timeous and professional manner.
Undergo inspection and analysis of various bank accounts to match unallocated deposits to client instructions.
Request and manage all outstanding requirements of unallocated deposits with external parties to ensure fast turnaround of such deposits to valid client instructions.
Report suspicious activities within the business structures without hesitation.
Capture accepted and valid instructions in varying systems, completely and accurately.
Ensure daily management and updating of dashboards and duties to ensure that no SLA and business processes are compromised.
Collaboration between the administration team and the Client Service Team.
Maintain strong internal departmental relationships that will foster the growth of a culture in line with the Sygnia Group and Sygnia LISP strategies and vision.
Identify gaps in processes and report these to the line manager.
Understand and adhere to the appropriate policies, standards, and procedures applicable to the role.
Understand and engage in risks and risk events relevant to the role and immediately report any findings to the line manager and supporting departments.
Maintain a healthy team spirit by assisting peers where needed, and where reasonably required, process adhoc tasks as delegated to maintain stability of operations.
Continuously work toward the implementation of processes and controls that fosters an effective LISP environment.

ROLE QUALIFICATIONS AND EXPERIENCE:

Relevant business qualification, for example BCom
3-5 years’ relevant experience
Exposure to LISP / Employee Benefits environment a distinct advantage
Knowledge of Pension Fund Act, FAIS, FIC Act, Long Term Insurance Act, CISCA, FATCA/CRS
MS Office proficiency, particularly, MS Excel

CORE COMPETENCIES REQUIRED:

Strong organisational skills, resilient and able to function in a fast paced and high- pressure environment
Meticulous, deadline driven and reliable
Strong sense of duty and accountability
Self-starter proactively taking ownership of development
Client focused with good verbal and written communication skills
Exhibit a professional image in person, demeanour, and communication
High degree of team- and self-awareness

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About Sygnia Asset Management

Sygnia is one of the largest multi-management companies in South Africa with assets under management in excess of R85 billion.

It is also the largest provider of investment administration services in South Africa.

Sygnia’s success has been driven by our focus on developing leading-edge proprietary systems and technologies which underpin our product and service delivery.

Sygnia has provided its services to South African investors since 2003, and to international clients since 2007.