Buyers Trust Investment Administrator

2 weeks 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.

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