Investment Migration Caseworker

20 hours ago


Cape Town, South Africa Sable International Full time

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Investment Migration department is looking to add a Caseworker 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**:

- Are organised and have proven casework experience in the immigration and/or legal field
- 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
- Can demonstrate financial skills and interpret financial statements
- Can multi-task, work under pressure and to tight deadlines
- Are 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 high attention to detail
- Are computer literate, particularly MS Excel, Word, and Outlook
- Are a happy, quick, and willing learner
- Have a valid driver’s license and your own reliable transport (essential)

**Extra points if you have**:

- An applicable business/legal diploma or degree
- Have previous experience in dealing with high-net-worth clients or working in a client-account or client-centric role which requires 5-star customer service delivery
- Have knowledge of Portugal and/or the Portuguese language

**Your role and responsibilities**:
Among other tasks, your main responsibilities will include:

- Managing inbound client enquiries and communication, both online and telephonically
- Analysing and validating of client documentation
- Create, manage, and maintain client records via our CRM system
- Liaising with internal and external stakeholders; acting as the key link between the client and the relevant legal teams, submission agents, ground support partners and government departments
- Assisting with internal due diligence procedures and adhering to POPIA, GDPR, AML and CTF regulations
- Proactive and reactive consulting
- Periodically revising and reviewing service received by third party document agents, couriers, and or attorneys to ensure that we are working with the best suppliers
- Formally documenting casework processes and procedures as SOPs for departmental records
- Assisting with the preparation of events, client meetings and travel when required



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