Error Correction Specialist

SUMMARY:
Unlock Your Potential: Exciting Opportunity for an Error Correction Specialist!

POSITION INFO:

Job Title: Error Correction Specialist

Location:

• On-site in Claremont, Cape Town

Workplace Model:

• Emphasis on in-person collaboration and problem-solving.

Reporting Line:

• Reports to the PAS Administration Manager.

Purpose of the Job:

• Accurately calculate the cost of errors.
• Ensure timely issuance of correct tax reporting.

Key Relationships:

• Collaborates closely with the PAS team.

Qualifications and Experience:

• Education: Relevant certificate in cost management or financial management.
• Experience: Minimum of 3 years in the investment and planning environment; essential LISP experience.

Computer Competencies:

• Proficient in Microsoft Office and LISP software.

Competencies:

• Strong administration skills.
• Excellent numeric ability.
• Effective time management.
• Process adherence and coordination.

Knowledge Requirements:

• Understanding of the financial services industry and products.

Personal Characteristics:

• Strong interpersonal skills.
• Client-serving mindset.
• High emotional intelligence.

Key Performance Areas (KPAs):

1. Cost Calculation:

   • Accurate error correction calculations.
   • Implementation of necessary corrections.
   • Handle ad hoc cost calculation requests.
   • Provide feedback and communication on issues.

2. Testing:

   • Participate in testing exercises for functionality.
   • Log errors and bugs on TFS.
   • Provide prompt feedback on test results.
   • Ensure business objectives are met.

3. 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.

Ideal Candidate Profile:

• 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.