Fintech Onboarding Analyst

Posted 18 Days Ago
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Paarl, Cape Winelands, Western Cape, ZAF
In-Office
Junior
Agency • HR Tech • Professional Services
The Role
The Fintech Onboarding Analyst will manage client account setups, ensure data accuracy, and coordinate onboarding processes to enhance client experiences.
Summary Generated by Built In

A leading financial technology organisation is seeking a detail-oriented Onboarding Analyst to facilitate the seamless integration of new clients and projects. This hybrid role, based in Paarl, is designed for a professional who balances technical data proficiency with exceptional interpersonal skills. The successful candidate will act as the vital link between the organisation and its clients, ensuring that account setups are executed with precision and within established timeframes. This position offers a supportive environment focused on professional growth, making it ideal for a proactive individual looking to build a career within the fintech sector.


This is a permanent, hybrid role (3 days in office, 2 days remote), initially starting off more in office to learn systems and processes.

Key Responsibilities
  • Data Management & Analysis: Collate, process, and audit large datasets from various sources to ensure accuracy and integrity before system integration.

  • Project Administration: Manage all administrative tasks specific to assigned onboarding projects, ensuring every phase meets internal standards.

  • Client Liaison: Serve as the primary point of contact for clients during the onboarding phase, coordinating with cross-functional internal teams to meet delivery objectives

  • Process Improvement: Identify opportunities for product and process refinements to enhance the overall client experience and operational efficiency

  • Account Coordination: Oversee multiple client accounts simultaneously, monitoring deadlines and ensuring solution delivery aligns with specific customer needs.



Requirements
  • Experience: A minimum of 2 years in a professional, client-facing environment.

  • Technical Skills: Advanced proficiency in Microsoft Excel, with a proven ability to manage and clean complex spreadsheets.

  • Project Management: Strong ability to multitask, manage competing priorities, and maintain high attention to detail under deadline pressure.

  • Communication: Exceptional verbal and written communication skills in both English and Afrikaans.

  • Interpersonal Attributes: A client-centric approach with the ability to build and maintain professional relationships.



Preferred Qualifications
  • A Bachelor’s degree or higher in Business Administration, Finance, Accounting or a related field.



Required Software Skills
  • Microsoft Excel (Advanced).

  • Microsoft Office Suite.



Skills Required

  • Minimum of 2 years in a professional, client-facing environment
  • Advanced proficiency in Microsoft Excel
  • Strong project management skills
  • Exceptional verbal and written communication skills in English and Afrikaans
  • Client-centric approach
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The Company
0 Employees

What We Do

RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.

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