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Transaction SpecialistSalt • Cape Town, Western Cape, ZA
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Transaction Specialist

Transaction Specialist

Salt • Cape Town, Western Cape, ZA
23 hours ago
Job description

MONEY MOVEMENT SPECIALIST |

5 Days per Week In-Office

2:00 PM - 10:00 PM (SA Time | Supporting US Operations)

We are seeking an experienced Money Movement Specialist to join a leading international financial services client. This is a critical hire within the business, supporting one of the highest-volume and most operationally important functions across the organisation.

This is a high-impact position where you'll help facilitate the secure and accurate movement of client funds, support account opening processes, manage client documentation, and ensure a seamless client experience. Working within a team that processes over 1,500 transactions daily, you'll be at the heart of a fast-paced operation that directly supports business success.

Key Responsibilities

  • Review, process, and approve money movement transactions.
  • Support advisory teams with client servicing and operational requirements.
  • Open client accounts and coordinate onboarding activities.
  • Prepare and distribute client contracts and documentation.
  • Communicate with banks, custodians, and internal stakeholders.
  • Maintain accurate records using Salesforce and other operational systems.
  • Ensure all transactions comply with company policies and procedures.

What We're Looking For

  • Experience in financial services, banking, wealth management, or operations.
  • Strong understanding of money movement and client servicing processes.
  • Experience with Salesforce, DocuSign, and/or Portfolio Accounting Systems.
  • Exceptional attention to detail and communication skills.
  • Ability to thrive in a high-volume, fast-paced environment.

Why Join?

  • Be part of a critical, high-priority team.
  • Work in a vibrant, collaborative office environment.
  • Gain exposure to international financial services operations.
  • Join a growing team where experienced professionals help shape processes and best practices.
  • Excellent opportunity for career growth and development.

Please note:

This role requires working US hours (2:00 PM - 10:00 PM SA Time) and is based full-time in the office, 5 days per week.

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Transaction Specialist • Cape Town, Western Cape, ZA