Paralegal Legal Secretary - Stellenbosch
Our law client in Stellenbosch Cape Town is looking for a Paralegal, Legal Secretary Or Compliance Officer to act as a Sales Support Administrator. Responsibilities will include the day-to-day enquiries into our range of offshore products with specific focus on the onboarding of new cases to the group. You need an understanding of relevant regulations on Money Laundering, countering Financial Crime
Salary Negotiable plus Benefits
Undergraduate degree or tertiary education will receive preference
2 – 3 years’ experience in an associated financial services role
The role of Sales Support Administrator involves facilitating the smooth onboarding process of our new clients, answering existing client enquiries, corresponding with the introducing Intermediary, and generally assisting the office’s Business Development Managers sales efforts.
The role requires significant administration, document collection, document review, clear communication, and a proactive mindset.
The applicant must be a fluent and articulate in English and some understanding of Afrikaans will be beneficial.
The applicant must hold an undergraduate degree obtained from a reputable tertiary institution.
Applicants with prior administration work experience will receive preference.
Act as a Sales Support Administrator Dealing with administrative tasks relating to our offshore products (overseas company, trust, pension, retirement
Liaising with, and responding to queries from intermediaries (primarily Financial Advisors and Lawyers) and other introducers
Responding to and actioning client queries and administrative requests
Managing the client, intermediary and overseas colleagues’ expectations with a goal of client satisfaction
Dealing with product paperwork requests including the preparation, collation and dispatching of all relevant documentation. Such could include, but not limited to, new case submissions, information requests from client or intermediary and compliance paperwork.
Liaising with the accounts and compliance departments regarding new and existing clients
Following a range of checklists to ensure accurate administration of a range of tasks
Actively participate in the organisation’s continuous improvement by identifying and proposing solutions to system, process and service-related issues
Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.
A good working knowledge of how to operate Microsoft Word, Excel and Outlook
Previous experience of manual and/or electronic client recording systems
Understanding of Compliance and Client Due Diligence requirements
Understanding of relevant regulations on Money Laundering, countering Financial Crime