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  • Posted: Sep 13, 2023
    Deadline: Not specified
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    FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. It partners with banks, insurers and asset managers to help consumers better achieve their financial goals. FNZ's technology, transaction and custody services enable their clients to provide best-in-class wealth management solutions to fi...
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    Client Services Consultant

    About the Job

    Introduction

    • This role is an ‘internal’ voice of the client, understanding client queries, seeking clarity where needed and resolving client constacts within acceptable times and agreed quality. The Cleint Services Consultant uses skills and collaboration to resolve client contacts, ensuring every contact is met with a warm response and quality solutions are provided.
    • The Client Services Consultant is highly resilient and focused on exceeding client expectation and turning all contacts into a memorable experience. All clients being Raving Fans is the vision of the Client Services consultant who is a brand ambassador that does not leave any query unattended and ensures ownership and feedback are top priorities in servicing and delighting clients.

    Purpose for the role

    • Works within pressurized circumstances across teams to ensure client contacts and queries are understood and responded on appropriately.

    The Client Services Consultant plays a crucial role in achieving Raving Fans through:

    • Maintaining solid operational relationships
    • Collaborates to ensure understanding and resolution of all client queries.
    • Identifies solutions and agrees resolution paths.
    • Ensures regular feedback is provided until resolved – owns all contacts.
    • Keeps updates within changes in the landscape to ensure solutions are tailored and relevant.
    • By nature, is a Completer/Finisher who ensures all queries are resolved on AWD and Service Desk
    • Escalates timeously where appropriate, but never hands off ownership.
    • Always looking for ways to improve client experience.
    • Fosters partnerships to improve cycle time.

    Requirement

    • 1 to 3 years’ experience in a service-orientated environment
    • Experience in the financial services industry is advantageous
    • Knowledge of MS Office Suite
    • Demonstrative track record of professional client experience in a dynamic industry
    • Strong communication (verbal, written) skills
    • Problem solving, analytical and collaboration skills to deliver solutions for client and organization
    • Take responsibility for achieving objectives with a strong focus on the client experience
    • Displays an understanding of client satisfaction best practices
    • Displays a team approach through collaboration and support
    • Builds and maintains productive relationships within the organization and with clients
    • Curious and innovative in driving continuous improvement
    • Quality orientated with a 100% accuracy rate within a very robust turnaround time
    • Agility and adaptability in a high-pressured, complex environment with tact and diplomacy
    • Manage time effectively i.e. engaging internal and partner teams to ensure outcomes
    • Self managing and resilient
    • Engaging with development teams on new products and solutions to existing issues

    Outcomes of the role

    • Collaborating with and leading teams without reporting lines to identify solutions
    • Ever improving service delivery – both cycle times and quality of interactions
    • Solution driven approach to reducing number of queries coming into Silica
    • Investigating solutions that increase productivity, service delivery and overall client experience
    • Building and maintaining a collaborative partnership with all other divisions within Silica
    • Constantly reflecting the culture of Silica
    • Contributes to achieving Silica objectives
    • Plans and drives collaborative approach
    • Creates and maintains good client service relationships with clients
    • Consistently high levels of understanding, listening, documenting and efficient client servicing

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    Specialist Administrator

    About the Job

    Skills and Experience

    • Minimum of 5 years working experience within an administrative environment. Experience in a financial environment an advantage.
    • Knowledge/Experience of the Unit Trust industry, Investment Industry or Financial Services Industry preferable
    • Previous leadership experience or demonstrated leadership potential


    Technical / Special Requirements:

    • Detailed knowledge of the LOB and workflow systems (Silica and AWD systems preferable)
    • Detailed knowledge of funds administered and the processes surrounding them – especially the exceptions to standard process, and the differences per client
    • Understanding project methodology and SDLC
    • Basic understanding of data base tables
    • Basic SQL knowledge and writing ad hoc queries

    Educational Requirements:

    • Minimum Matric
    • Undergraduate degree preferable
    • Industry related qualifications an advantage

    Key Accountabilities

    • Trend analysis of queries raised and processing errors.
    • Suggest solutions to problem areas – initiate and manage change controls
    • Lead business representative on projects impacting the team
    • Lead business tester of monthly bulk runs
    • Lead business tester of application changes
    • Provide adhoc and regular training to new and existing employees
    • Compile training notes
    • Assist team members on the capture of new instructions and/or backdates where necessary
    • Devise and implement control measures/procedures where necessary
    • Perform work of the team as a back up
    • Facilitate and manage workshops
    • Log and manage enhancements and project requests
    • Owner of the team’s Business Continuity Process
    • Authorization of backdates
    • Handling of escalations
    • Technical analysis of pricing errors and business initiatives
    • Quarterly SARB reporting
    • Daily fund pricing , reconciliation and units in issue
    • Capture and reconciliation of quarterly Income Distributions

    Personality and Attributes

    • Integrity
    • Excellent communication and interpersonal skills
    • Ability to self-motivate and use initiative
    • Ability to work in a stressful environment
    • Excellent organizational skills
    • Highly analytical – lateral thinker and strong problem solving skills
    • Time management skills
    • High degree of accuracy/attention to detail
    • Deadline driven, copes under pressure
    • Emotional maturity
    • Adaptable and versatile to change
    • High client centricity, and the ability to deliver to multiple clients
    • Numerate
    • Ability to work independently.
    • Able to facilitate workshops and meetings
    • Ability to work within a team as well as contribute towards its success.
    • Flexibility to work additional hours when required.

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    Funds Cash Management Administrator

    About the Job

    Skills & Experience

    • Working experience in a Financial Environment
    • Experience in the Unit Trust industry an advantage
    • Cash Management experience advantageous
    • Technical / Special Requirements (PC Skills / Product Knowledge / Specific Competencies)
    • High level of computer literacy/proficiency
      • High level of proficiency on Excel, Word and Outlook
    • Knowledge and experience on various banking systems i.e.: Standard Bank Business Online,Net banking, FNB Online, Absa Business Integrator, HTH etc..
    • Strong numerical skills
    • Strong attention to detail

    Educational Requirements (Educational / academic qualifications)

    • BCom Accounting Degree or similar advantageous
    • Unit Trust/Linked Investments qualification advantageous

    Personality Attributes

    • Analytically minded.
    • Accountable
    • Delivery orientated.
    • Good stress management
    • Proactive and demonstrates initiative.
    • Professional
    • Flexible
    • Adaptable and versatile to change.
    • Ability to prioritise
    • High attention to detail and accuracy · Methodical · Team player · Desire to learn and grow · Strong emotional Intelligence · Interpersonal and leadership skills.
    • Patience

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    Tax Administrator

    About the Job

    Role Description

    • Tax administrator provides support to the tax team leader and Tax Manager and in monthly, annual, and biannual tax processes related to DWT, IWT and PAYE obligations. The role is Financial Services specific and involves the administrative tax processes related to Asset Managers, Life Insurers and Pension funds.

    Team Responsibilities

    Tax-related administration:

    • Execute, reconcile, and perform PAYE payments, including SARS EMP201.
    • Execute, reconcile, and perform payments of DWT and WTI and filing of DTR02 and WT002.
    • Distribution and monitoring of SARS correspondence, assessments, queries, request for supporting documents.

    Tax Maintenance

    • Income tax rate changes application on administrative system.
    • Updating of tax calculators.

    Queries:

    • CGT, DWT, IWT, TFSA and PAYE query resolution.
    • Manual tax directives applications on emigration, disallowed contributions, and visa withdrawals etc.
    • Perform manual CGT calculations.
    • Create manual tax certificates.

    Experience required.

    • Completed or studying towards Bcom Accounting or a tax specific tertiary qualification.
      • Products specific knowledge (retirement funds, voluntary investment products, TFSA etc) advantageous.
      • Income Tax Act and Tax Administration Act knowledge.
      • SARS e-filling and E@syfile.
      • Microsoft Office (Excel, Word, Outlook, Teams).
      • Strong reconciliation skills.
      • Understand business processes.
      • Strong accounting knowledge.
      • Sound financial control skills.

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    Solution Consultant

    About the Job

    Role Description

    • FNZ Solutions Consulting is a dedicated & focused division within FNZ’s Delivery team, which provides Platform Consulting services to new and existing customers.

    The Solution Consultant role is a key role within this team, and will provide leadership and expertise in the following areas:

    • Providing up to date knowledge, awareness of current trends and future direction of the local asset management industry;
    • Presenting & explaining existing FNZ capability;
    • Defining, challenging & controlling scope of a project;
    • Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models;
    • Platform integration design;
    • Business transformation support and consultancy services;
    • Regulation and advice on platform compliance;
    • Customer training programmes and knowledge transfer;
    • Platform configuration and delivering the MWS process.
    • Analyst & Developer handovers and support;
    • Functional Reviews & TDD walkthroughs;
    • Defect verification;

    This role demands individuals who:

    • Are consistently solution & execution focused;
    • Capable of dealing with complex problems & environments;
    • Have strong technology, analytical and data interpretation skills;
    • Take ownership for an outcome on behalf of a customer;
    • Comfortable with high levels of customer, stakeholder interaction & management.

    Team Responsibilities

    • The Solution Consulting team is responsible for providing a range of high value services to FNZ’s existing and potential customers.
    • This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.
    • It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.
    • Once business outcomes are understood from FNZ clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients.
    • The team also works closely with FNZ’s Business Readiness Team, Operations and Production Support teams to ensure that robust and supportable solutions are delivered into production environments.

    Specific Role Responsibilities

    • Provide leadership and support for your aligned FNZ client project, building capability and providing support for more junior members of the team. Instil a spirit of continuous improvement in the team.
    • Work with FNZ customers to help define proposition and product requirements. Provide Market expertise as required. Be an SME in FNZ Platform functionality and apply this understanding to help customers define propositions that best utilise or enhance FNZ core platform capabilities.
    • Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and FNZ Investment operations. Provide advice to customers regarding best practice operating model design.
    • Be an expert in the Model Wealth Solution, and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents.
    • Document any bespoke customer requirements, be the solution owner to ensure these are met.
    • Provide review and quality assurance of solution documentation
    • Provide training programmes and knowledge transfer services for FNZ customers.
    • Provide consultancy services, as required, to other FNZ clients and projects.
    • Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform.
    • Be an SME in the platform market in which FNZ operate, and provide training and support for other areas of the FNZ business.

    Experience required.

    Preferred Industry Knowledge

    • Experience in a consulting, analysis or architecture environment.
    • General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
    • FNZ Platform expertise, including being an SME in at least 4 functional areas of the platform.
    • An understanding of the regulatory environment FNZ operate within and a good working knowledge of the reg change requirements for a given year.
    • 3+ years of experience in a delivery/consulting environment in the financial services/wealth market.

    Required Knowledge & Skills

    • 1st class degree or equivalent experience
    • Experience working within a business analysis / consulting role.
    • Be able to evidence establishing an environment of continuous improvement and capability development.
    • Confident, and able to take initiative given client– and delivery-focused environment.
    • Independent, self-directing and delivery focused working style.
    • Superior analytical thinking.
    • Commercially aware.
    • Intermediate computer skills essential.
    • Excellent organisational, administration and time management skills.
    • Good team communication skills, confident in dealing with internal and external clients.
    • Highly developed written and oral communication skills.

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    Data Engineer

    About the Job

    • Business Performance is a group of people that play a mediating and collaborating role between business and IT. This middle ground determines the caliber of person that would fit the role to be a strongly technical as well as business minded. Often this type of person is categorized. as an intrapreneurial.
    • Primary responsibility is to support the Business and our Clients with data and insights using best practice Data Management techniques as outlined in the DMBoK. To achieve these outcomes, this will require that the candidate to have good interpersonal skills, to guide and make. recommendations on best practice techniques to a strongly business minded. audience.

    Purpose of the role

    • Provide Business Insight to support the FNZ TA SA business. This is done by:
    • Using approved, state-of-the-art technologyto build dashboards and data mode
    • Collaborating with our clients’ data professionals to improve current products to increase usage.
    • Collaborating with wider audience to improve and develop our combined Data Management strategies.
    • Contributing to the development, documentation, and adoption of DS1 solutions for non-technical and technical audiences.

    Competencies and experience

    • Personality and Attributes
    • Good communication skills (verbal and written)
    • Good interpersonal skills
    • Analytical thinking
    • Facilitation skills
    • Creative thinking
    • Strong problem-solving skills
    • Negotiation skills
    • Critical thinking

    Personality and Attributes

    • Good communication skills (verbal and written)
    • Good interpersonal skills
    • Analytical thinking
    • Facilitation skills
    • Creative thinking
    • Strong problem-solving skills
    • Negotiation skills
    • Critical thinking

    Skills and Experience

    • Knowledge of the Financial and Investment Industry.
    • Understanding of general business terminology.
    • Experience in engaging with stakeholders at all levels of business.
    • Able to present and communicate concepts and ideas clearly to an audience.
    • Drive to gather accurate and comprehensive information.
    • Able to collate and organise information.
    • Experience in information classification and taxonomy.
    • Able to interpret and simplify information.
    • Keen understanding of data terminology and principles.

    Data Management and Business Intelligence

    • Provide data management services to external (Client related) and internal projects.
    • Provide input to data deliverables, conduct root cause analysis into anomalies & provide feedback to requesters.
    • Identify and recommend data management opportunities.
    • Identify and recommend new metrics, attributes, datasets to support business intelligence requirements.
    • Driving a Data-Driven approach to decisions.
    • Driving on a Right-Data at the Right-Time principle to Intelligence.

    Technical competencies

    • Excellent digital literacy.
    • DMBoK v2
    • General MS Windows operating skills.
    • Good knowledge of the Office 365 suite of tools (Teams, Word, Excel, PowerPoint).

    Solid knowledge of:

    • SQL (ANSI – preferably T-SQL)
    • Dimensional modeling (Kimble methodology)
    • RDBMS architecture
    • OLTP and OLAP concepts
    • Data integration concepts (ETL / ELT)
    • MS Data Platform.
    • Azure Data Platform is advantageous.

    Educational Requirements (Educational /academic qualifications

    • Matric essential.
    • Technical degree or diploma (in related industry) advantageous.
    • Formal business/technical analysis training advantageous.
    • Relevant data certifications advantageous.

    go to method of application »

    Analyst Developer

    About the Job

    The Role

    • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
    • We are looking for a passionate Full stack developer to join our Automation team. Our responsibility is to maintain the rules engine to ensure that each transaction is processed timeously and consistent with all relevant requirements.
    • You will be helping by finding new and creative ways of using technology to help grow our clients businesses. Along with creating and maintaining the rules engine and related software services, you will be part of a dynamic and diverse team who loves collaborating, knowledge sharing and challenges the status quo.

    Skills and Experience

    • Bachelor Degree, preferred in Computer Science, Engineering or Information Systems qualification advantageous
    • Knowledge of / experience within the financial services industry (preferably investment banking) advantageous
    • 5+ years of working in a technical role and/or as a developer

    Technical / Special Requirements

    • Front-end: Angular V10-13, ReactJS, HTML, CSS
    • Backend: C#, C++, NodesJS, .NET Core
    • Databases: MongoDB, Microsoft SQL 2016/2019, Oracle
    • Dev Tools: Visual Studio 2017, Jenkins, Azure DevOps
    • Other: JSON, JQuery, JavaScript, Redis, Google Analytics, Git, UX experience, Docker, IIS & IISNode, Integration technologies / distributed applications

    Key Accountabilities

    • Develop features within our applications, including collaborating on requirements definition, prototyping, design, coding, testing and shipping modern APIs
    • Investigate, analysis and make recommendations to the team regarding technology improvements, upgrades and modifications
    • Provide first hand analysis and investigation for production environment concerns
    • Work directly with our Dev Manager, Product Owners, Project Managers and the rest in a fun development team
    • Implement current best practice and agreed standards
    • Ensure that the release and defect management process and policies are followed
    • Comply with the Enterprise Architecture principles and standards
    • Appreciation for software craftsmanship, quality, security, maintainability and performance
    • Contribute in all phases of the SDLC
    • Write well designed, testable and efficient code

    Daily Operations

    • Assist with production support where necessary and ensure log management process is followed
    • Ensure incidents are dealt with effectively, efficiently, and according to the policy and procedures
    • Ensure that deliverables are in line with business needs
    • Strive toward a zero defect count in deliverables and eliminate re-work
    • Ensure communication to stakeholders and team members is clear and professional
    • Continuously improve your knowledge by growing and developing yourself
    • Provide mentoring and guidance to more junior members of the team

    Requirements:

    • Experience of Test-Driven Development, Behaviour Driven Development and Agile methodology.
    • Ambition to work in a small, highly productive team
    • Drive to keep up-to-date with new technologies
    • Code Analysis & Metrics. Working within a team where code quality and team code reviews is paramount
    • Ability to demonstrate the FNZ values in an on-going and consistent way
    • Appreciation for software craftsmanship, quality, security, maintainability and performance
    • Attention to quality, detail, cleanliness of code and personal pride in your work
    • Develop and maintain RESTful API's in either C#, .NET Core or NodeJS
    • Experience working with MongoDB, Redis Cache and Microsoft SQL databases
    • Excellent technical and communication skills
    • Develop features within our applications, including collaborating on requirements definition, prototyping, design, coding and automated testing
    • Translate requirements from product owners and analysts into technical deliverables for the development team
    • Strong technical skills and often develops the architecturally significant components of the software system and/or interfaces
    • Design and develop high-volume, low-latency applications for mission-critical systems, delivering high-availability and performance
    • Review code developed by other team members and provide guidance to more junior members of the team
    • Prepare and produce releases of software components
    • Drive continuous improvement by investigating alternatives and technologies, presenting these for architectural review, and ensuring the team is aligned with the latest technology available
    • Strong service-orientated design focus on robust, compelling user experience, and client satisfaction
    • Provide first hand analysis, investigation and support for production environment concerns
    • Take ownership of projects assigned and liaise with the development team and respective manager and team leader
    • Ability to work comfortably from home
    • Obsessive automation of the build pipeline with Azure DevOps
    • Ability to draw easy to understand architecture diagrams
    • Exposure working on one or many major public cloud platform (Azure, AWS, Google)
    • Object oriented analysis and design using common design patterns.
    • Proficiency in applying patterns in the design of solutions
    • Exposure and understanding the concept of containerization and Docker
    • Ability to use integration technologies / distributed applications (Web services, WCF, ESB)

    Personality and Attributes

    • Passionate about providing excellent solutions that delight customers
    • Positive attitude
    • Ability to quickly grasp new requirements and concepts
    • Methodical, attention to detail and accuracy, with a strong work ethic and a focus on quality
    • Ability to be flexible and work in a stressful environment
    • Strong communication skills
    • Good interpersonal skills
    • Self-motivated
    • Self-starter with initiative
    • Ability to prioritize
    • Enjoy solving complex business problems using technology
    • Pay attention to detail while keeping the bigger picture in mind
    • Love building great products and directly impacting user experience
    • Understand code and the value of using modern engineering practices
    • Results driven, guided by principles and the best practices, and thrive in a fast paced, agile development environment
    • Team player
    • Ability to work longer hours on occasion
    • Love to learn and to challenge yourself!

    Method of Application

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