Job Description
We are seeking a highly motivated Administrator to join our Family Office team in Cape Town. This role offers the opportunity to take responsibility for the provision of administrative support and relationship management under the direction of your designated superiors in South Africa and Jersey. The Administrator is responsible for the day-to-day tasks of client portfolio’s and is essential in providing support to the wider team in relation to more significant transactions, inclusive of first level overview of transactional documents.
Job Industry
Job Salary Currency
SARJob Salary Fixed
NoKey Deliverables
- Working closely with your team to provide a quality and efficient service to clients;
- Undertaking general administration;
- Liaising with clients, client advisors and bankers on administrative matters;
- Liaising with 3rd parties such as lawyers, auditors, property and investment managers as required;
- Ensure timely filing of documents in line with group policy;
- Maintenance of corporate records and respective database administration;
- Co-ordination of meetings; take minutes for meetings;
- Assisting with transaction management such as the acquisition/disposal of assets and cash management;
- Support the liquidation/termination of companies and other corporate entities;
- Assist with arranging distributions to shareholders and documenting the same;
- Obtaining client, investor and third-party due diligence and KYC;
- Facilitate various company/entity transactions, including payments; investments, asset acquisitions, restructurings and share transfers, ensuring all actions comply with relevant legal and internal policies;
- Provide accurate and timely monthly reports of key management information to Management or as required;
- Ensure that all compliance and mandatory training are completed within required timeframe;
- Record time daily and accurately;
- Ensure strict execution of data protection regulations and internal confidentiality policies, safeguarding all client information and sensitive data from unauthorized access, disclosure, or misuse;and
- To act in accordance with all legal and regulatory requirements affecting the company or entity and ensuring that Altum’s Policy and Procedure is executed.
Professional Qualifications
| Industry | Qualification |
|---|---|
| Administrative and Support Services | LLB degree; Admitted Attorney; and At least two years of relevant experience in family office, private client fiduciary or complex corporate and trust administration in a similar organization; Excellent technical and computer literacy, especially utilizing various software to maintain internal and statutory company/entity information. |
Essential Qualities
| Essential Qualities |
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