Relevant tertiary qualification and certifications.
A minimum of three (3) years’ experience in a similar position.
Exposure to working within the financial services or wealth management environment would be beneficial.
Solid computer literacy skills: Microsoft Office (Excel essential).
Must understand JSON payloads and configuration files.
Ability to troubleshoot integrations when needed.
Ability to read existing code (JavaScript and C#).
Power BI proficiency (preferable but not essential).
Internal Applications proficiency (proprietary systems built in- house).
Exposure to CRM systems (Xplan) would be beneficial
XLS.
QuicklySign.
Requirements but not limited to:
Cleansing, sanitization, deduplication, transformation and preparing client data for new Advisor practices that enter the business.
Proactively interrogate and analyse data to identify potential risks, dependencies, and showstoppers early, enabling timely intervention and ensuring a smooth Transition/data take on process.
Bulk Client data take-on (file load) capability into Client Relationship Management (CRM) system.
Bulk pre-population & enablement for electronic client sign on.
Bulk digital signatures setup and enablement for clients on behalf of an Advisor practice.
Integrate all processes into the CRM system to enable communication channels with clients.
Daily trouble shooting of electronic processes between Advisor offices & clients.
Assist internal users with onboarding clients via digital platforms.
Measure take-up, successes, failures and completion.
Responsible for change control of practice data into production environment.
Update dashboards as per internal SLAs.
Understanding the business processes to align with operating model and digital ecosystem to enable Advisor practices.
Provide virtual training and support to regional practices (Advisors and Administrative Assistants), ensuring they are equipped to use digital processes effectively.
Establish the systems and training of users to ensure the efficient use of electronic processes with clients.
Please note: If you do not receive a response within 2 weeks of submitting your application, please consider your application unsuccessful.
