Somerset West: Systems & Project Coordinator posted by Merand Corbett & Associates
Posted on 2025-06-18 00:00:00
| Employer | Merand Corbett & Associates |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Somerset West |
Job Summary
- Manage and enhance the CRM system and cloud applications, ensuring their optimal performance and alignment with business objectives.
- Troubleshoot system-related inquiries and issues, providing effective guidance to users across various departments.
- Develop and maintain technical documentation, training manuals, and best practices to ensure the efficient operation of all systems.
- Lead training initiatives for new and existing employees to ensure system proficiency and ongoing development.
- Stay up to date with industry trends, researching and adopting the latest AI and technology advancements to improve operations.
- Maintain and improve the company website, focusing on user experience and aligning with the brand and mission.
- Provide monthly reports on system management activities, implementation outcomes, and compliance to support strategic decisions.
Qualifications, Skills, and Experience:
- Bachelor’s degree or equivalent in Information Technology, Project Management, or a related field.
- Minimum 1 year of experience in the Financial Services industry.
- Desirable Experience:
- CRM system experience (EliteWealth preferred), with knowledge of integration and reporting practices.
- Experience with digital document workflows, including e-signature solution development.
- Proven experience in process optimization, automation, and data handling using online forms, document generation tools, and scripting.
- Knowledge of web-based platforms and system customization.
- Strong analytical and problem-solving skills.
- Ability to collaborate in a team-oriented environment, with excellent communication and relationship-building skills.
- Proactive, detail-oriented, with the ability to multitask and meet deadlines.
If you’re a motivated and forward-thinking individual looking to make a real impact in a fast-paced, innovative environment, we want to hear from you!
*Only shortlisted candidates will be contacted*
Click Go Apply to apply online!
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