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IT System and Project Coordinator

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: IT
Reference: SW005126/AM

Apply before Nov 27 2024 | 12 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

Somerset West - Financial Services Provider (A trusted partner in navigating the financial landscape) is seeing to employ an IT Systems and Project Coordinator to join their team. This essential role will play a pivotal part in managing, supporting, and enhancing the company's systems, driving their digital transformation within the financial services sector.The successful candidate will work in a team that is composed of seasoned financial advisers, each boasting an average of two decades of industry experience. They are backed by a dedicated administrative team and the most advanced information systems and software in the market.

Key Responsibilities (but not limited to):

Oversee the management and enhancement of the CRM system and cloud applications, ensuring its optimal performance and alignment with organizational needs
Assist company users with their system-related inquiries, troubleshooting issues, and providing guidance on how to effectively use these services and resources
Serving as the primary point of contact for our team, this individual possesses the expertise to troubleshoot and resolve complex cases effectively and efficiently, across different age groups
Develop and maintain technical documentation, guidelines, training manuals and best practices for existing and forthcoming systems within the company
Deliver ongoing training programs for both new and existing employees on our company systems, ensuring all team members are proficient and up-to-date with our technological tools and processes
Proactively keep up to date with the latest developments and advancements for company and industry systems, including researching and adopting the latest AI and tech innovations to enhance our systems and operations
Maintain and improve the website to ensure its seamless operation and the integration of the latest digital trends. This key role focuses on improving user experience and engagement, aligning with our company's brand, mission, and vision
Deliver detailed monthly reports for directors that include implementation, system management activities, and compliance adherence, along with key outcomes of all relevant systems and research, to support strategic decision-making

Qualifications, Skills and Experience"

A Bachelor’s degree or equivalent in information technology, project management, or a related field; (e.g. Informatics, Computer Systems, Systems Administration/Coordination, Financial Systems)
Minimum 1-year experience within the Financial Services industry
Experience in the following would be advantageous:
Experience with CRM systems (EliteWealth preferred) and working knowledge of integration and reporting practices
Proven ability to manage digital document workflows, including experience in the development and integration of electronic signature solutions
Extensive experience in automation and process optimization, utilizing online forms, document generation tools, and scripting to streamline operations and improve efficiency in data handling
Working knowledge of web-based platforms and system customization for improved user experience and business operations
Strong analytical and problem-solving skills
Ability to work in a team-oriented, collaborative environment that values open communication and the sharing of ideas
A positive attitude, with a proactive approach to problem-solving and the ability to build strong relationships with colleagues across different departments
Detail-oriented, strong work ethic and high standard of excellence
Fast learner, achiever, set high personal goals
Must be able to multitask projects and meet their respective deadlines

The ideal candidate will possess a thorough and active understanding of the company's administrative environment while leading the continuous management and enhancement of their systems and implementing innovative solutions that align with their objectives as a financial service provider. By focusing on the management, development and optimization of their technological infrastructure, this role will significantly contribute to our mission of delivering exceptional financial planning solutions to our clients.

If you think you have what it takes, we encourage you to apply!

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.