Cape Town Region: Investment Migration Casework Support posted by Sable International

About the Role

Join our dynamic team at Sable International as a Casework Support Consultant in our Cape Town office. We’re looking for an ambitious and energetic individual to support our casework team with administrative tasks, client communication, and financial analysis. As a key member of our team, you’ll work closely with our lead caseworkers to ensure all requirements are met accurately and on time. If you have excellent interpersonal and customer service skills, are organized, and can multitask under pressure, we want to hear from you.

Key Responsibilities

• Distribute all inbound client enquiries and communication, both online and telephonically.
• Use CRM dashboards and team spreadsheets to prioritise daily tasks and duties.
• Analysis and validation of client documentation.
• Create, manage, and maintain client records and client documents via our CRM system and Doctracker.
• Assist with internal due diligence procedures and adhering to POPIA, GDPR, AML and CTF regulations.
• Aid caseworkers with preparation and arrangement of client documentation for submission to the relevant government immigration authorities, attorneys etc.
• Work closely with caseworkers throughout the application process to ensure all requirements are met accurately and on time.
• Shadow and offer proactive support to lead caseworkers; drafting client responses where necessary, pre-empting and carrying out relevant administrative tasks such as preparing client document checklists and generating client invoices.
• Undertake research for new processes, such as the sourcing and legalisation of new documents from a new jurisdiction, and present this information in a clear written format appropriate for both internal and external stakeholders.
• Drafting and proofing client application forms and files for submission to the relevant authorities; and drawing up supporting affidavits or narratives in support of an application where applicable.
• Liaising with internal and external stakeholders; acting as the key link between the casework team and the relevant legal teams, submission agents, ground support partners and government departments.
• General office administrative and support duties; scanning and saving of documentation, preparing, booking and tracking of couriers of physical documents, recording and reporting of payments received, stationery orders etc.
• Ad hoc assisting with the preparation of events, client meetings and travel when required.

Requirements

• Have an applicable business/legal diploma or degree
• Have excellent command of the English language, both written and spoken
• Can engage professionally with high-net-worth clients and ultra-high-net-worth clients
• Excellent interpersonal and customer service skills
• Are organised and have proven administrative experience in the immigration and/or legal field
• Demonstrate financial skills and interpret financial statements to present a source of wealth and/or source of funds narrative
• Multi-task, work under pressure and to tight deadlines
• Are self-motivated, 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 very high attention to detail
• Are computer literate, particularly MS Excel, Word, and Outlook

Qualifications

• Completed relevant business or legal diploma/degree