Our client in the financial sector is recruiting a Data Analyst – Documentation Management

This position is responsible for all aspects of documentation management, which includes bulk scanning and profiling of client-related documentation and reports to the AVP Operations.

Your responsibilities will include:

• Filing and scanning of all incoming client-related documentation, ensuring compliance with standards and legislation governing retention of information and that retrieval is efficient.
• Assisting in retrieving documentation swiftly and efficiently.
• Operating the document management system.
• Accurate and timely maintenance of archived records to ensure retrieval is efficient
• Ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimise its quality and maximise coverage.
• Assisting the department with other relevant ad hoc projects as required.
• Maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed to streamline infrastructure and improve efficiency.
• Partnership with stakeholders such as Front Office, Middle office, Audit, Compliance and Regulatory Reporting, to deliver solutions that balance immediate business priorities with long term strategic objectives.
• Ensuring compliance, procedures and policies are being followed. Adhering to Key Operating Procedures at all times and adopting a high-quality culture to minimise error, ensuring quality service levels and high standards are delivered.
• Attending to queries efficiently and promptly.
• Escalating issues to Manager to enable timely solution.
• Managing and prioritising daily workload in order to ensure all tasks are completed within agreed deadlines.

Your qualifications and skills include:

• High school certification
• Any relevant qualification and/or work experience in banking, finance, investments, trust or comparable business would be an advantage.
• Good organisational, presentation, interpersonal and communication skills.
• Good knowledge of computerised accounting systems.
• General knowledge of trust and banking practices would be an advantage.
• Proficient in Microsoft Office Suite of applications

Proactive Talent Solutions reserves the right:

To call only the shortlisted candidates for interview.

Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.