Transaction Manager

Posted Yesterday
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Johannesburg, Gauteng, ZAF
In-Office
Entry level
Financial Services
The Role
Manages the end-to-end implementation and lifecycle of financial transactions, including interpreting legal and facility documentation, validating structures, booking transactions, maintaining records, and managing amendments. Coordinates with Front Office, Risk, Legal, Finance, Credit, Operations, and clients. Supports onboarding, AML/KYC, credit administration, compliance, transaction notifications, issue resolution, system enhancements, and process improvement while ensuring accurate, complete, and audit-ready transaction data.
Summary Generated by Built In
Job Description

To ensure the accurate, efficient, and risk‑aligned implementation of transactions from deal approval through to execution. The role acts as the anchor between Front Office, Risk, Legal, Finance, and other internal stakeholders, ensuring that deal structures are correctly interpreted, system bookings are accurate, documentation is compliant, and the full transaction lifecycle is managed in accordance with regulatory, governance, and operational standards.
  • Interpret and operationalise legal agreements, facility documentation, and transaction terms.
  • Analyse transaction structures and validate operational feasibility and implementation requirements.
  • Book and configure transactions, facilities, and related structures within operational systems.
  • Create and maintain transaction records, portfolios, account structures, and supporting workflow activities.
  • Draft and maintain amortisation schedules and other implementation-related transaction models.
  • Ensure fees, limits, collateral linkages, and facility information are accurately reflected within systems.
  • Support the implementation of complex and bespoke transaction structures.
  • Monitor and resolve transaction setup issues to ensure successful implementation.
  • Organise, maintain, and manage transaction documentation in accordance with governance, audit, and compliance requirements.
  • Execute ongoing transaction maintenance activities throughout the deal lifecycle.
  • Monitor facility changes, amendments, renewals, expiries, and account structure updates.
  • Prepare and process transaction notifications, client communications, and operational instructions.
  • Maintain accurate transaction data and records across systems.
  • Support the administration of non-standard and structured transactions.
  • Ensure transaction information remains complete, accurate, and aligned to legal and credit requirements.
  • Coordinate onboarding activities and client setup requirements.
  • Support AML, KYC, and client due diligence processes and ensure required documentation is obtained, validated, and maintained.
  • Support credit administration activities, including approvals, limits, collateral, and facility documentation requirements.
  • Validate transaction information and ensure accurate system capture.
  • Engage with clients, Front Office, Credit, Risk, Legal, Finance, and Operations teams to support successful transaction implementation.
  • Engage with relevant stakeholders to resolve transaction, documentation, onboarding, and implementation issues.
  • Participate in initiatives, projects, system enhancements, and process improvement activities.
  • Build and maintain effective working relationships with internal and external stakeholders.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

09/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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The Company
49,989 Employees
Year Founded: 1998

What We Do

FirstRand is a portfolio of integrated financial services businesses offering transactional, lending, investment and insurance products and services. The group seeks to build long-term franchise value and deliver superior, sustainable returns within acceptable levels of volatility. Its corporate centre houses key functions—including risk, compliance, governance, internal audit, treasury, finance and tax—that support the broader group and its operating businesses.

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