Buyers Trust Investment Administrator

6 months ago

Cape Town, South Africa ooba Full time

The purpose of this job is 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 facilitate the disbursement of investments.

**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.

  • Unit Trust Administrator

    8 months ago

    Cape Town, South Africa Graduate Placements Full time

    A client-focused trust and investment management company providing financial services is looking to fill the position of a Unit Trust Administrator. This role is responsible for daily unit trust pricing, and accurate reconciliations of activities related to the smooth running of the unit trust funds, and all tasks related thereto. **Responsibilities**: -...

  • Finance Graduate

    6 months ago

    Cape Town, South Africa deVere Investment Full time

    EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

  • Unit Trust Administrator

    6 months ago

    Cape Town, South Africa RecruitAGraduate Full time

    **Job Information**: Job Opening ID ZR_1353_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R17 000 - R25 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - A client-focused trust and investment management company providing financial services is looking to fill the...

  • Trust Officer

    6 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Trust Officer

    6 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Unit Trust Administrator

    6 months ago

    Cape Town, South Africa Aquarius Recruitment Full time

    Our client is an Investment Management business based in Claremont in Cape Town, they have a need to employ a Unit Trust Administrator, however the volume of the work is suited to a half-day role and the hours could be made to be flexible to suit a Mom with children etc. The role incorporates the following dimensions of UnitTrust...

  • Trust Administrator

    6 months ago

    Cape Town, South Africa Lexdan Select Full time

    Lexdan Select is assisting a client with their search for a Trust Administrator, based in Stellenbosch. The client is a Family Office that manages the wealth of affluent families. The Trust Administrator role requires: - Prior experience in trust administration - Solid knowledge of trust law and regulations - Strong communication skills and the ability to...

  • Trust Administrator

    6 months ago

    Cape Town, South Africa Nedbank Full time

    **Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** - To provide full administrative, financial accounting and tax services to high-net worth clients (i.e. trusts; trust beneficiaries; close corporations and privit companies) in line with Nedbanks...

  • Nedbank Trust Administrator

    1 week ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Nedbank Job OpportunitySalary: R450,000 - R550,000 per annum.About the Role:We are seeking a skilled Trust Administrator to join our team at Nedbank. The successful candidate will be responsible for administering a portfolio of trusts, ensuring compliance with legislation and regulations, and providing excellent customer service.Key Responsibilities:Trust...

  • Estates Trust Administrator

    6 months ago

    Cape Town, South Africa HR Objectives Recruitment Full time

    **RHighly Negotiable.** This high profile, long established Deceased Estates Department based with highly reputable group of attorneys requires a senior level Deceased Estates Administrator capable of functioning within a senior capacity. Duties include: **Requirements**: A minimum of 5 years Deceased Estates experience having worked within a firm of...

  • Senior Lawyer

    5 months ago

    Cape Town, South Africa Investment Manager firm Full time

    **Position Title: Senior Lawyer (Cape Town) - Agricultural Investments** **Company Overview**: A respected Investment Manager is looking for a Senior Lawyer with experience in corporate finance to join their dynamic team. The individual should be an admitted attorney and a member of the Law Society. A keen interest in financial services, investments and...

  • Trust Officer

    2 weeks ago

    Cape Town, South Africa Nedbank Full time

    **Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Technical - FAIS Affected**Job Purpose** - To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank...

  • Property Investment Consultant

    3 months ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    If you are driven by success and **SOLD** is your favorite four letter word, look no further because IGrow Wealth Investments, **SOUTH AFRICA’S #1 Property Investment group,** is looking for a **Property Investment Consultant** to join their family. You will **BENEFIT** from: - Our state-of-the-art internal systems for marketing - Innovative tools and...

  • Officer Trust Services

    6 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Trust Interest Portfolio Officer

    6 months ago

    Cape Town, South Africa SD Consult Full time

    To maximize trust interest revenue to the Fund by identifying opportunities and engaging with legal practitioners and stakeholders, implementing and monitoring revenue projects and ensuring that the Investment and Trust Interest Department adheres to the policies and procedures of the Fund **Key Performance Areas** 1. **REVENUE** **1.1 Trust Interest...

  • Property Investment Strategist

    2 months ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Property Investment Strategist to join their team.If you are driven by success and SOLD is your favorite four letter word, look no further.You will BENEFIT from:Our state-of-the-art internal systems for marketingInnovative tools and technology Continued support from...

  • Financial Advisor

    6 months ago

    Cape Town, South Africa deVere Investment Full time

    EXCLUSIVE AND UNIQUE OPPORTUNITY TO JOIN OUR INVESTMENT BANKING TEAM LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97...

  • Trust Officer

    2 weeks ago

    Cape Town, South Africa Nedbank Full time

    Job title : Trust OfficerJob Location : Western Cape, Cape TownDeadline : January 02, 2025Quick Recommended Links Jobs by Location Job by industries Job Purpose To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to...

  • Trust Officer

    4 days ago

    Cape Town, South Africa Nedbank Full time

    Job title : Trust Officer Job Location : Western Cape, Cape Town Deadline : January 02, 2025 Quick Recommended Links Jobs by Location Job by industries Job Purpose To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank...

  • Investment Operations Administrator

    6 months ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**:Our client is an asset management company, licensed and regulated by the GFSC that works with high net-worth private clients, family offices, trusts and institutions. Their main products are funds of hedge funds, bespoke managed accounts and an Equity UCITS fund. They are based in five different locations around the world. The role being...