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22 Aug
2025
Permanent Financial Services Onboarding and Transfers Administrator | SET Consulting Vacancies
Job Description
SET Consulting Vacancies – Financial Services Onboarding and Transfers Administrator
Location: Johannesburg, Gauteng
Company: SET Consulting
Job Type: Permanent
Job Sector: Financial Services
Job Title: Financial Services Onboarding and Transfers Administrator
Company: SET Consulting
Key Responsibilities:
- Manage Section 14, Section 42, unit, tax-free savings, and retirement fund transfers.
- Oversee tax directive applications and liaise with trustees and principal officers.
- Maintain compliance with regulations and ensure efficient process tracking.
- Provide support for audits and handle unallocated queries.
Requirements:
- Matric certificate (essential); commerce degree or insurance diploma (NQF 6/7).
- Minimum 3 years’ experience in LISP or investment insurance.
- Proficiency in fund administration and long-term insurance legislation.
- Strong problem-solving, Excel, and communication skills.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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