Paralegal Legal Secretary

SUMMARY:
Paralegal Legal Secretary Compliance Officer Stellenbosch Cape Winelands

POSITION INFO:

Paralegal/Legal Secretary or Compliance Officer Stellenbosch Cape Town

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

Min Requirements

Matric

Undergraduate degree or tertiary education will receive preference

Responsibilities

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

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