Junior Wealth Administrator

*About Sable International*

Sable International offers innovative professional services to international citizens. We create tailor-made solutions to meet the accounting, wealth, financial, currency, and nationality needs of our clients. We pride ourselves on providing solutions that suit our client’s unique individual circumstances; our employees are key in achieving this goal.

The staff in our Abuja, Cape Town, Durban, Harare, Johannesburg, Kampala, London, Lagos, Lusaka, Melbourne, and Monte Estoril offices are passionate about their areas of expertise and take pride in helping our clients achieve their goals. As a result, we have an energised and fun company culture, something that sets us apart from other professional services firms.

*Job Overview:*

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Junior Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.

We are looking for a candidate who thrives in an administrative and back- office environment, with a strong desire to develop their career within the financial planning space.

You’re perfect for this position if you:

• Have at least 2-3 years of work experience in a heavy administrative role.
• Have exposure to AML / FIC, financial planning or tax industry and general bookkeeping.
• Have exposure to project management and data management.
• Are highly detail-oriented with strong organisational and follow-up skills.
• Are comfortable with phone and written communication.
• Are numbers-orientated, deadline driven, and honest and ethical.
• Have strong computer skills with an ability to learn new technologies and integrations.

Your role and responsibilities:

Among other tasks, your main responsibilities will include:

• Onboarding clients onto our CRM system
• Conducting AML and verification checks
• Maintaining and updating client data on our systems
• Assisting with projects that require data updates
• Preparing annual review packs
• Monitoring scanned posts/documents
• Assisting with commission allocations
• Building and maintaining training manuals