Investment Migration Casework Support at Sable International

Cape Town, Western Cape, South Africa -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Degree, Legal Degree, English Proficiency, Client Engagement, Interpersonal Skills, Customer Service, Organizational Skills, Administrative Experience, Financial Skills, Multi-tasking, Self-motivation, Attention to Detail, Computer Literacy, Teamwork, Driver's License, Transport

Industry

Financial Services

Description

Job Overview: Are you energetic, ambitious, and looking to develop your career? Our Cape Town Investment Migration department is looking to add a Casework Support Consultant to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. You’re perfect for this position if you: Have an applicable business/legal diploma or degree 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 Are organised and have proven administrative experience in the immigration and/or legal field Can demonstrate financial skills and interpret financial statements to present a source of wealth and/or source of funds narrative Can multi-task, work under pressure and to tight deadlines Are self-motivated, process driven and can effectively prioritise your work Have excellent administrative and organisational skills Are structured and methodical in your approach to tasks with a very high attention to detail Are computer literate, particularly MS Excel, Word, and Outlook Are a happy, quick, and willing learner Are open to collaboration, feedback and teamwork Have a valid driver’s license and your own reliable transport (essential) Extra points if you have: Have actively assisted with the preparation of client immigration, nationality, or legal applications for submission to overseas jurisdictions Have previous experience working in a client-account or client-centric role which requires 5-star customer service delivery Have lived or travelled overseas and have first-hand experience of applying for travel and/or residency visas Have knowledge of Portugal and/or the Portuguese language Your role and responsibilities: Among other tasks, your main responsibilities will include: Distribute all inbound client enquiries and communication, both online and telephonically. Use CRM dashboards and team spreadsheets to prioritise daily tasks and duties. Analysis and validation of client documentation. Create, manage, and maintain client records and client documents via our CRM system and Doctracker. Assist with internal due diligence procedures and adhering to POPIA, GDPR, AML and CTF regulations. Aid caseworkers with preparation and arrangement of client documentation for submission to the relevant government immigration authorities, attorneys etc. Work closely with caseworkers throughout the application process to ensure all requirements are met accurately and on time. Shadow and offer proactive support to lead caseworkers; drafting client responses where necessary, pre-empting and carrying out relevant administrative tasks such as preparing client document checklists and generating client invoices. Undertake research for new processes, such as the sourcing and legalisation of new documents from a new jurisdiction, and present this information in a clear written format appropriate for both internal and external stakeholders. Drafting and proofing client application forms and files for submission to the relevant authorities; and drawing up supporting affidavits or narratives in support of an application where applicable. Liaising with internal and external stakeholders; acting as the key link between the casework team and the relevant legal teams, submission agents, ground support partners and government departments. General office administrative and support duties; scanning and saving of documentation, preparing, booking and tracking of couriers of physical documents, recording and reporting of payments received, stationery orders etc. Ad hoc assisting with the preparation of events, client meetings and travel when required.

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Responsibilities

The main responsibilities include managing client inquiries, validating documentation, and assisting caseworkers with client applications. The role also involves maintaining client records and ensuring compliance with regulations.