Buyers Trust Investment Administrator at ooba

Cape Town, Western Cape, South Africa -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

0.0

Posted On

12 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Numeracy, Financial Acumen, Administrative Skills, MS Excel, MS Word, Communication Skills, Time Management, Client Service, Customer Focus, FICA Compliance, Analytical Thinking, Adaptability, Listening Skills, Integrity, Stress Resistance

Industry

Financial Services

Description

To assist the Investment Facilitator to facilitate the deposit investment process with the homebuyer in accordance with the deed of sale. In addition to working in partnership with the Buyers Trust Relationship Consultant and Investment Facilitator, the Investment Administrator has to assist the homebuyer with the opening of account, FICA, issuing of investment mandates and bank guarantees and the administrative tasks related to the aforementioned. Required Skills - Highly numerate - Sound financial acumen - Excellent administrative skills - Advanced computer literacy (MS Excel, MS Word) - Strong communication skills (both verbal and written) - Effective time management skills - Expert client service skills Required Competencies: 1. Customer Focus: This aligns with the role’s core function of facilitating the deposit investment process with investors. Maintaining a strong customer focus ensures that the investor’s experience is positive, their needs are met, and their expectations are managed effectively throughout the investment process. 2. Accuracy: Given the role's involvement with financial transactions, FICA compliance, and the management of investment accounts, accuracy is crucial. This competency ensures that all processes are handled meticulously, reducing the risk of errors in documentation and financial handling. 3. Analyzing and Forming Opinions: This competency is essential for understanding and interpreting the requirements of the deed of sale, FICA regulations, and investment mandates. It allows for sound decision-making and problem-solving throughout the investment process. 4. Adaptability: The role requires flexibility to adapt to changes in real estate processes, financial regulations, and customer needs. Adaptability is key to navigating these changes effectively and ensuring compliance and efficiency in a dynamic financial environment. 5. Listening Skills: Effective listening is vital for accurately understanding the needs and concerns of investors, as well as for effective collaboration with conveyancers and internal teams. This competency ensures clear and effective communication throughout the investment process. 6. Integrity: Handling sensitive financial information and managing investment accounts demand a high level of integrity. This competency aligns with the need for trustworthiness and ethical conduct, essential in maintaining the reputation of Buyers Trust. 7. Stress Resistance: The role may involve managing tight deadlines, complex financial details, and varying customer expectations, which can be stressful. The ability to remain calm and efficient under pressure is crucial for maintaining high performance and quality of service in these situations.

Responsibilities

Assist the Investment Facilitator in managing the deposit investment process for homebuyers according to the deed of sale. Handle account openings, FICA compliance, investment mandates, and bank guarantees.