Client Administrator

Job overview:

We are looking for a proactive and detail-driven Client Administrator to join our Investment Migration team in Cape Town. In this role, you will play a key part in supporting high-net-worth clients by managing records, assisting with compliance processes, preparing documentation, coordinating logistics and working closely with the casework team.

This is an excellent opportunity for an ambitious early-career professional with strong communication skills, business acumen and a keen eye for detail. If you thrive in a fast-paced environment and are eager to build your career in a dynamic international business, we would love to hear from you.

You’re perfect for this position if you:

• Have an excellent command of the English language, both written and spoken
• Can engage professionally with high-net-worth clients and ultra-high-net-worth clients
• Have excellent interpersonal and customer service skills
• Can multi-task, to work under pressure and to reach tight deadlines
• Can demonstrate financial skills and interpret financial statements 
• Have excellent administrative and organisational skills
• Are structured and methodical in your approach to tasks with a high attention to detail
• Are computer literate, particularly MS Excel, Word and Outlook
• Are a happy, quick and willing learner
• Have a valid driver’s license and your own reliable transport (essential)

Extra points if you:

• Have previous experience or exposure to engaging with high-net-worth clients or stakeholders
• Have experience in a dynamic, fast-paced environment (this could be through work, internships, studies or other relevant settings)

Your role and responsibilities:

Among other tasks, your main responsibilities will include:

• Reviewing, analysing and validating client documents during the onboarding stage
• Assisting with in-house KYC processes and conducting adverse media checks
• Creating and maintaining accurate client records within the CRM system
• Generating invoices and recording payments
• Preparing document checklists for clients and pre-populating government application forms
• Scanning, saving and managing legalised documents
• Coordinating courier bookings, tracking and confirming safe delivery of documents worldwide
• Maintaining both physical and electronic client folders and records
• Preparing client travel and appointment itineraries
• Liaising with internal and external stakeholders to ensure smooth processes
• Providing day-to-day support to the casework team
• Managing workflow by distributing calls, enquiries and emails as needed
• Performing general administrative and office support duties