FNZ

Global wealth management platform for institutions

Operations Graduate Intern

Data EntryPosted on Nov 13

InternshipJohannesburg, South AfricaNo salary listedIn-person

About the Job

Requirements

Completed degree in Accounting, Information Technology, Finance, or an equivalent field.
Must be unemployed and ready to start immediately.

Responsibilities

Index instructions and ensure they are handled appropriately within the service-level agreement turnaround times and cut-offs.
Ensure relevant information and supporting documentation are received and attached to instructions, and that instructions are promptly finalized, legally compliant, and handled according to business rules.
Perform controls and queue monitoring.
Ensure received work is compliant with FICA and FAIS requirements.
Follow the knowledge enabler provided on the system and take appropriate action.
Maintain the acceptable error rate agreed with the team leader.
Accurately capture client instructions on the system and achieve at least 100% earned effectiveness monthly.
Check and verify that client static information and instructions have been accurately captured according to client instructions.
Capture and maintain client information.
Report performance against key performance indicators.

FNZ - Internship Programme

Specific Role Responsibilities

Indexing of instructions
Capturing of instructions
Capturing and maintaining client information

Performance Assessment

KPI reporting – performance against KPIs

Indexing and Quality Control:

To index and ensure that instructions are dealt with appropriately within the turnaround times and cut-offs as per the service level agreement (SLA)
To ensure all relevant information and or supporting documentation is received and attached to the instruction; to ensure the instruction is promptly finalized and legally compliant and in accordance with the business rules.
To ensure that all controls and queue monitoring are performed.
To ensure work received is FICA and FAIS compliant.
To adhere to knowledge Enabler (KE) provided on the system and to take appropriate action.
To maintain an acceptable and agreed error rate that will be agreed with your team leader.

Capture:

To accurately capture client instruction(s) on the system
Obtaining at least a 100% earned effectiveness monthly.

Verification/ Authorise:

To check / verify that the static information (client’s personal information) and instructions have been accurately captured according to client instruction(s)

Experience required (Mandatory requirements)

Completed Degree in (Accounting, IT, Finance or equivalent)
Must be unemployed and ready to start immediately.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

About the Company

FNZ

Global wealth management platform for institutions

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company size: 5,001-10,000
Company stage: Growth Equity (Venture Capital)
Total funding: $3B
Headquarters: London, United Kingdom
Founded: 2003

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