Job Description

This is a brilliant opportunity for a Reconciliation Specialist in the wealth management or LISP space to take complete ownership of financial reconciliation processes for South Africa’s most prestigious wealth management company.

This Reconciliation Specialist role is Cape Town-based with a CTC of R450K per annum.

THE COMPANY

This company is the leader in the South African wealth management industry, known for its operational excellence & client-centric innovation. With over R100 billion in assets under management, they combine institutional-grade investment processes with cutting-edge technology to deliver tailored wealth solutions for high-net-worth individuals. In a highly regulated industry, their cutting-edge financial processes and modern platform capabilities set them apart from competitors.

THE ROLE

As the Reconciliation Specialist, you will manage the full reconciliation lifecycle across local and international bank accounts and MANCO unit positions, ensuring accuracy in high-value payment flows and investment instructions. You will authorise transactions, investigate and resolve recon breaks, and support AML and PAYE/tax submissions. You’ll play a key role in upholding audit readiness, maintaining strong supplier relationships, and contributing to the team’s process and control optimisation efforts. This is a high-trust, detail-driven role ideal for a finance professional with a strong operational mindset.

REQUIREMENTS

BCom Honours in finance, accounting, or a related field

2+ years’ reconciliation experience in a LISP or wealth management environment

Strong working knowledge of bank and unit trust reconciliation processes

Advanced Excel skills; experience querying data in SQL is advantageous

Solid understanding of tax, AML, and regulatory reporting requirements

Familiarity with investment administration systems and operational workflows