Operations Graduate

EdUpStairs; Johannesburg; On-site; ZAR 134,000 - 201,000; Full time

Job summary

FNZ is a financial services company that provides a wealth management platform to enable investments and operations. The role involves capturing and maintaining client information, ensuring instructions meet SLA, and performing KPI reporting and compliance checks.

The candidate should hold a degree in Accounting, IT, Finance or equivalent and be unemployed with immediate availability. This entry-level position supports processing and verification activities within a regulated environment.

Qualifications

• Completed Degree in (Accounting, IT, Finance or equivalent).
• Must be unemployed and ready to start immediately.

Responsibilities

• Capture and maintain client information
• Performance Assessment
• KPI reporting – performance against KPIs
• Indexing and Quality Control: to index and ensure instructions are dealt with within SLA
• To ensure all information and supporting documentation is received and attached and the instruction is finalized and compliant
• To ensure controls and queue monitoring are performed
• To ensure work received is FICA and FAIS compliant
• To adhere to knowledge Enabler (KE) and maintain acceptable error rate
• To accurately capture client instruction(s) on the system
• Obtaining at least a 100% earned effectiveness monthly.
• To check/verify that the static information and instructions are accurately captured according to client instruction(s)

Education

Degree in Accounting, IT, Finance or equivalent

Job description

• Capturing and maintaining client information

Performance Assessment

KPI reporting – performance against KPIs

Indexing and Quality Control:

• To index and ensure that instructions are dealt with appropriately within the turnaround times and cut-offs as per the service level agreement (SLA)
• To ensure all relevant information and or supporting documentation is received and attached to the instruction; to ensure the instruction is promptly finalized and legally compliant and in accordance with the business rules.
• To ensure that all controls and queue monitoring are performed.
• To ensure work received is FICA and FAIS compliant.
• To adhere to knowledge Enabler (KE) provided on the system and to take appropriate action.
• To maintain an acceptable and agreed error rate that will be agreed with your team leader.

Capture:

• To accurately capture client instruction(s) on the system
• Obtaining at least a 100% earned effectiveness monthly.

Verification/ Authorise:

• To check / verify that the static information (client’s personal information) and instructions have been accurately captured according to client instruction(s)

Experience required (Mandatory requirements)

• Completed Degree in (Accounting, IT, Finance or equivalent)
• Must be unemployed and ready to start immediately.

About FNZ

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FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.