Systems & Project Coordinator

1 week ago


Somerset West, Western Cape, South Africa Merand Corbett & Associates Full time
Key Responsibilities:
  • Manage and enhance the CRM system and cloud applications, ensuring their optimal performance and alignment with business objectives.
  • Troubleshoot system-related inquiries and issues, providing effective guidance to users across various departments.
  • Develop and maintain technical documentation, training manuals, and best practices to ensure the efficient operation of all systems.
  • Lead training initiatives for new and existing employees to ensure system proficiency and ongoing development.
  • Stay up to date with industry trends, researching and adopting the latest AI and technology advancements to improve operations.
  • Maintain and improve the company website, focusing on user experience and aligning with the brand and mission.
  • Provide monthly reports on system management activities, implementation outcomes, and compliance to support strategic decisions.
Qualifications, Skills, and Experience:
  • Bachelors degree or equivalent in Information Technology, Project Management, or a related field.
  • Minimum 1 year of experience in the Financial Services industry.
  • Desirable Experience:
    • CRM system experience (EliteWealth preferred), with knowledge of integration and reporting practices.
    • Experience with digital document workflows, including e-signature solution development.
    • Proven experience in process optimization, automation, and data handling using online forms, document generation tools, and scripting.
    • Knowledge of web-based platforms and system customization.
  • Strong analytical and problem-solving skills.
  • Ability to collaborate in a team-oriented environment, with excellent communication and relationship-building skills.
  • Proactive, detail-oriented, with the ability to multitask and meet deadlines.
If you're a motivated and forward-thinking individual looking to make a real impact in a fast-paced, innovative environment, we want to hear from you

*Only shortlisted candidates will be contacted*

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