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Error Correction Specialist
2 months ago
- On-site in Claremont, Cape Town
- Emphasis on in-person collaboration and problem-solving.
- Reports to the PAS Administration Manager.
- Achieve accurate cost of errors calculations.
- Ensure timely issuance of correct tax reporting.
- Closely collaborate with the PAS team.
- Education: Relevant certificate in cost management or financial management.
- Experience: Minimum of 3 years in the investment and planning environment; essential LISP experience.
- Proficient in Microsoft Office and LISP software.
- Strong administration skills.
- Excellent numeric ability.
- Effective time management.
- Process adherence and coordination.
- Understanding of the financial services industry and products.
- Strong interpersonal skills.
- Client-serving mindset.
- High emotional intelligence.
- Cost Calculation:
- Accurate error correction calculations.
- Implementation of necessary corrections.
- Handle ad hoc cost calculation requests.
- Provide feedback and communication on issues.
- Testing:
- Participate in testing exercises for functionality.
- Log errors and bugs on TFS.
- Provide prompt feedback on test results.
- Ensure business objectives are met.
- Data Integrity:
- Proactively identify potential errors.
- Conduct key data integrity checks (e.g., PAYE variance, capital gains tax).
- Investigate integration issues related to data reconciliations.
- Assist with tax data testing and bulk updates to Maxim.
- Knowledge of Financial Products: Familiarity with LISP products (e.g., discretionary investments, retirement annuities).
- Understanding of Investments: Knowledge of collective investments and shares.
- Accounting and Tax Knowledge: Strong grasp of accounting principles and tax regulations.
- Data Handling Skills:
- Proficient in SQL and Excel.
- Strong analytical and logical skills.
- Understanding of testing processes and troubleshooting.
- Highly numerate.