Cashiering Specialist

• 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