Financial Emigration Administrator/Processor

Company: Financial Emigration Services. The company helps their clients to access their retirement annuities and other investments in South Africa. They take care of all the bureaucracy surrounding approvals, tax clearance and opening a blocked account so you can get your money out of South Africa.

The Role:
You will be one the key members in the South African branch. This role is responsible for the end-to-end delivery of customer outcomes. This role will facilitate and administer all processes necessary to achieve mutually agreed customer outcomes. It will furthermore act as conduit between the business and its customers (after customer accepts quote for service/s), taking responsibility for all communications to ensure information is supplied to Head Office in a prompt fashion whilst also keeping customers informed on progress until outcomes are successfully achieved. This role requires the incumbent to liaise with customers, internal staff and external service providers and partners.

Key Accountabilities/Duties
- Managing the South African processing centre
- Assist in the facilitation of financial emigration of customers to enable the transfer of funds held in product/s from locally based financial institutions to a nominated foreign bank account.
- Forwarding client policy schedule to Business Manager to quote client
- Deal with various documents, i.e SARS IT21 (2), MP336(b) Exchange Control Form, Tax Clearance Certificates, Bank Accounts, etc
- Dealing with Banks, SARS, Head Office
- Assisting customers with Tax Directives if needed
- Obtaining all necessary documentation from client
- Establish good customer report and maintain a professional relationship end-to-end.
- Provide clear, accurate and consistent communication, enabling customers to respond with information, feedback, documentation, etc. in a prompt fashion.

Experience needed in either
- Banking & Foreign Exchange
- Financial Institutions (assessment management, brokers, etc)
- SARS – all tax related experience

Compliance
Comply with all company standard operating procedures (SOPs), policies, guidelines and procedures.
Comply with all regulatory rules including but not limited to FSB, FAIS and SARB.

If you are able to work in a small office team and run processes as explained above in a professional and accurate manner, please respond with a detailed CV.