Administrator, Investors
Sanne Holdings
Cape Town, WC, ZA
10h ago

We are seeing an Administrator at Sanne, reporting to a Manager within the Alternative Assets team. You will typically be responsible for providing quality and efficient client service to investors.

Key Responsibilities :

  • Working closely with Managers, Associate Directors and other staff as part of the team;
  • Responding to investor services related queries received from investors, clients, consultants and auditors as applicable;
  • Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines;
  • Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas;
  • Adherence to internal policies, controls and processes;
  • Demonstrate an ability to take responsibility for all aspects of investor / client care;
  • Ensuring internal database records are maintained accurately, in relation to investor / client information and / or updated as circumstances change;
  • Investor on boarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements;
  • Review and maintenance of investor information required to satisfy regulatory / tax reporting such as FATCA / CRS;
  • Assisting with ad-hoc projects and general team administration and other such tasks as maybe required;
  • Act in the best interests of the division by supporting and mentoring more junior members of staff as applicable;
  • Any other duties in the scope of the role that the company requires.
  • Skills / Experience Required :

  • Third level qualification in business, finance or a related field would be an advantage;
  • Ideally previous trust or funds experience in a professional environment;
  • Excellent verbal and written communication skills;
  • Ability to prioritise, to adapt to changing business needs and to multitask;
  • A professional manner, demonstrating good interpersonal skills and the ability to understand client’s / investor’s needs, responding to these quickly and effectively;
  • Good organizational, analytical and problem-solving skills;
  • Strong attention to detail; diligence and care in all aspects of the role;
  • Strong Microsoft Office skills including MS Excel and Word;
  • Motivated and driven.
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