Junior Data Integrity & Onboarding Specialist

Potentiam Ltd; Wes-Kaap; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Data Integrity & Onboarding Specialist to ensure data accuracy and support internal teams. This role involves reviewing client data, managing user setups, and configuring system settings to align with client requirements. Ideal candidates will have strong attention to detail and a basic understanding of data structures. Join a fast-paced tech company where you can grow your career while contributing to innovative solutions in the financial services sector. This is an exciting opportunity to be part of a team that values meticulousness and process-driven approaches.

Qualifications

• Meticulous individuals with strong attention to detail and data analysis skills.
• Basic understanding of data structures and file formats like CSV and Excel.

Responsibilities

• Review client data against internal requirements to ensure accuracy.
• Manage user accounts and configure system settings for clients.
• Support data import tasks and maintain internal documentation.

Skills

Attention to Detail

Data Analysis

Documentation Skills

Organizational Skills

Basic Understanding of Data Structures

Tools

Proprietary Software

Excel

Job description

Potentiam is a global provider of highly qualified professionals to European SMEs from our offices in Romania, South Africa and India.

Potentiam works with clients in finance, energy, leisure, marketing, business services and technology industries, providing technical, professional multi-lingual highly motivated staff, most of whom have had experience of working for international companies. Staff cover a wide range of roles from accounting, marketing, data management, HR, sales/account management, engineering, technology, and operations.

Potentiam manages our staff’s career development and personal development training, all infrastructure, HR and payroll with our clients directly managing day-to-day staff responsibilities and role training and development.

Company website - https://potentiam.co.uk/

The client is a leading provider of cloud solutions to Investment firms. Built on 20 years of continuous innovation, their unique SAAS platform provides clients with the reporting tools they need to ensure regulatory compliance. They are expanding globally with the vision to become the #1 partner for investment and trading compliance across the UK, EMEA and North America.

Purpose of role:

The purpose of the Data Integrity & Onboarding Specialist to support internal teams in ensuring data consistency, onboarding new clients, and configuring client-specific system settings. This role does not involve direct client communication but plays a crucial role in maintaining data accuracy and smooth system operation.

Duties and Responsibilities:

Gap Data Analysis

• Review and compare client-provided data against internal data requirements to ensure alignment. Identify discrepancies and document issues for further analysis.

Client Documentation Management

• Construct and maintain internal documentation related to client onboarding, scope definition, and system setup.

User Setup in Client Systems

• Manage and configure user accounts in our proprietary software for new and existing clients.

Website Configuration

• Adjust system settings to enable required alerts, configure amendment handling, and define asset classes as per internal specifications. This primarily involves selecting appropriate options (e.g., enabling/disabling features) rather than technical development.

Basic Model Setup & Parameter Configuration

• Assist in setting up models and parameters to align with client requirements and internal guidelines.

Data Loading & Processing

• Support data import tasks and ensure data is formatted correctly before processing.

Internal Data Analysis Support

• Utilise in-house tools to identify data inconsistencies and errors, documenting findings for analysts to communicate with clients.

Minimum Requirements:

This is an ideal role for meticulous and process-driven individuals who want to progress and develop their career in a fast-paced tech company.

• Strong attention to detail and ability to identify discrepancies in data sets.
• Basic understanding of data structures and file formats (e.g., CSV, Excel).
• Exposure to documentation skills to maintain accurate and up-to-date internal records.
• Good general computer skills; willingness to learn to navigate and configure software applications.
• Ability to follow structured processes and guidelines to ensure consistency in system configurations.
• Strong organisational skills and ability to manage multiple tasks efficiently.

Nice to Have:

• Prior experience in data integrity, compliance support, or onboarding role.
• Exposure to financial services, regulatory technology, or compliance environments.

Cape Town, 09.00-18.00 SA (In-office – CPT CBD)