Client Administrator

Responsibilities and Duties

• 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 suspicous transactions
• Taking of incoming calls for new client queries
• Filing and other administrator task as and when they are required
• Liaise with relevant banking partners’ Exchange Control Departments for all South African Reserve Bank related queries

• 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.
• Must be 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.
• Communication:
  Excellent written and oral communication ability. Impeccable telephone etiquette. Able to handle difficult client queries politely and effectively.

• Qualifications:
  
  Matric. Relevant tertiary degree / diploma advantageous.
• Experience:
  
  Client liaison / administrative experience.