It: Practice Transition And Data Support

Headhunters; Gauteng; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Headhunters seeks an IT: Practice Transition and Data Support professional for its Sandhurst, Gauteng team. The role focuses on cleansing and preparing client data for new Advisor practices, plus bulk data take-on into the CRM and digital signature enablement.

You will troubleshoot electronic processes between advisor offices and clients, update dashboards, and train regional practices on digital platforms to ensure smooth transitions.

Qualifications

• Matric / Grade 12 plus relevant tertiary qualification and certifications.
• At least 3 years in a similar role within financial services or wealth mgmt is preferred.
• Solid MS Office, especially Excel; understand JSON payloads and config files.
• Ability to troubleshoot integrations and read JavaScript and C# code.
• Familiarity with CRM systems (Xplan) and tools like Power BI is a bonus.

Responsibilities

• Cleansing, sanitization, deduplication, transformation of client data for new Advisor practices.
• Interrogate data to identify risks and dependencies early for smooth transitions.
• Bulk client data take-on into the CRM; bulk pre-population and e-sign enablement.
• Set up digital signatures, integrate processes into CRM, and troubleshoot daily.
• Provide virtual training and update dashboards per SLAs; support regional practices.

Skills

JSON payloads

Troubleshooting

JavaScript

C#

Excel

Power BI

Reading code

Data analysis

Data cleansing

CRM systems

Education

Matric / Grade 12

Relevant tertiary qualification and certifications

Tools

Xplan CRM

QuickSign

Internal applications (in-house)

Job description

Our Client, a leader in the Financial Services space; is seeking to employ an IT: Practice Transition and Data Support to their team based in Sandhurst, Gauteng.

Requirements:

• Matric / Grade 12.


• 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.