Platform Administrator at FNZ Group

Main purpose of the Job

• To check and process instructions accurately within agreed upon turnaround time
• These instructions include new business, advisor details, switches, bulk switches, model portfolios, transfers, consolidations etc.

Educational Requirements (Educational / academic qualifications)

• Matric (Mathematics literacy and or Accountancy required)
• Studying towards a financial tertiary qualification is advantageous

Job Objectives / Key Performance Areas: 

Quality Control:

• To ensure all relevant information and/or supporting documentation is received and attached to the instruction in accordance with the Business Rules.
• To ensure clients / brokers are FICA / FAIS compliant.
• To ensure indexed instructions are processed appropriately.
• Reject any incomplete instructions after QC & be “on-alert” for any suspicious transactions and report when necessary. 
• To ensure all instructions are QC’d and Captured within the turnaround time as per the Service Level Agreement(s) SLA.
• To ensure all cut off times are adhered to within the Service Level Agreement(s) SLA.
• To ensure queue monitoring is performed.
• To ensure instructions are finalized promptly and legally compliant.
• To ensure all daily, weekly and monthly reports are completed accurately and timeously.

Capture/Processing:

• To accurately capture client instruction(s) on the system e.g.: new business, additions, switches, transfers, consolidations, advisor details, investor details etc.
• To check / verify static information (investor’s personal information) , incomes and debit orders etc. have been accurately captured according to client instruction(s) in addition to the switch instruments being correct

General Responsibilities:

• To take full responsibility and ownership for all tasks.
• To adhere to the Knowledge Enabler (KE) and Prudential Investment Guidelines (PIGS) prompts via the system.
• To acknowledge, investigate and learn from any / all errors that may or may not result in backdate(s).
• To ensure all queries are resolved within the specific turnaround times.
• To provide training to new team members
• To ensure that all communication both telephonically and written is delivered in a professional manner
• To understand and adhere to cut-off times.
• To build / maintain relationships with fellow team members and other departments.
• Participate in user acceptance testing (UAT)
• Participate in projects
• To provide a service of excellence to internal and external clients
• To pull and check daily weekly and monthly reports and take appropriate action

Prior Work Experience / Background:

• Minimum of 2 years recent working experience within a financial administrative environment
• Working experience as a data capture, where stringent quality standards have been applied
• Experience with LISP products and administration.
• Knowledge of FICA and FAIS regulations.

Technical / Special Requirements (PC Skills / Product Knowledge / Specific Competencies)

• Workflow system experience
• Experience with MS office (word, excel and outlook)
• Data capture skills with a high accuracy rate
• Maths literacy and or accounting skills.
• A knowledge of unit trusts and model portfolios/hedge funds