Core Systems Analyst
1 month ago
About the Role
Helderberg Personnel cc is seeking a highly skilled Core Systems Analyst to join our team. As a key member of our technical staff, this individual will be responsible for the management and enhancement of our CRM system and cloud applications.
Key Responsibilities:
- Oversee the management and enhancement of the CRM system and cloud applications, ensuring 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.
- Develop and maintain technical documentation, guidelines, training manuals, and best practices for existing and forthcoming systems within the company.
- 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.
- 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:
- Bachelor's degree or equivalent in information technology, project management, or a related field.
- 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.
- Strong analytical and problem-solving skills.
- Able 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.
- Able to multitask projects and meet their respective deadlines.
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