Job Description
About the Role
The Client Experience Administrator will process individual and corporate client registrations, identifying client requirements and supporting first-time clients throughout the sign-up process. They will assist existing clients with new functionalities, handle different client queries, and conduct transactional and ongoing due diligence on all clients.
Key Responsibilities
- KYC “Know Your Customer”– FICA, risk rating, PEPs & due diligence
- Opening of accounts with banking partners
- Compliance checks and creation of documents sent to clients
- Process flow management on the CRM system
- Database management
- Conversion of registrations and new FTCCs
- Management of bank audits and remediation
- Liaising with banks AML department and reporting of any unusual or suspicious transactions
- Taking of incoming calls for new client queries
- Filing and other administrator tasks as and when required
Requirements
- Principles and ethics: Adhering to good practice and ethical principles and values
- Good work ethic with a willingness to go the extra mile and work as a team player
- Motivated, energetic and committed to the role
- Meticulous: Impeccably accurate with a keen eye for detail
- Service delivery: Delivering results and exceeding customer expectations
- Excellent interpersonal skills and the ability to work effortlessly with clients and the team
- Displays gravitas & emotional maturity
- Adaptability: Modifies approach in the face of new demands
- Supports change initiatives, adjusting their actions appropriately when presented with additional information
- Rises to new challenges
- Efficiency: Organised with excellent diary and time management skills
- Makes timely decisions and accepts accountability for own actions, working well under pressure
- Committed to targets and deadlines and able to multitask efficiently
- Presentable: Neat, tidy, presentable and professional in appearance and manner
- Excellent written and oral communication ability
- Impeccable telephone etiquette
Qualifications
Matric. Relevant tertiary degree / diploma advantageous.
Salary & Benefits
Not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Cape Town Region
The admin, clerical, and secretarial roles in Cape Town region are typically found across various industries, with the financial services sector often being a common employer. Generally, these positions require administrative support to ensure efficient office operations, communication, and record-keeping. Typically, individuals in this field work in a fast-paced environment, providing essential support to teams and organisations.
In terms of compensation, salaries for admin, clerical, and secretarial roles vary widely depending on factors such as experience, company size, industry sector, and level of seniority. Broadly speaking, common salary ranges for these positions range from R30 000 to R60 000 per annum, although it’s essential to note that actual salaries can differ significantly based on individual circumstances. For example, experienced professionals in larger organisations or those working in high-demand industries may earn higher salaries.
Common skills required for admin, clerical, and secretarial roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, organisational abilities, time management, and adaptability. Additionally, having experience with HR systems, accounts payable, and inventory management can be beneficial in some instances. Typically, individuals in this field are expected to be highly organised, efficient, and able to work well under pressure.
These roles are commonly found in a range of industries, including financial services, technology, manufacturing, and healthcare. In the finance sector, for instance, administrative professionals may support investment teams or manage accounts payable and receivable. In the technology industry, they may provide technical support or assist with project coordination. Manufacturing organisations often require admin staff to handle logistics, inventory management, and order processing.
Career development opportunities for individuals in this field are generally good, with many graduates progressing into senior administrative roles or moving into related fields such as human resources, marketing, or business administration. With experience and additional training, admin professionals can advance to specialist positions, such as executive assistants, operations managers, or team leaders.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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