Administrator, Family Office, South Africa

Role summary

We are seeking a highly motivated Administrator to join our Family Office team in Cape Town. This role offers the opportunity to take responsibility for the provision of administrative support and relationship management under the direction of your designated superiors in South Africa and Jersey. The Administrator is responsible for the day-to-day tasks of client portfolio’s and is essential in providing support to the wider team in relation to more significant transactions, inclusive of first level overview of transactional documents.

​Key responsibilities

• ​Working closely with your team to provide a quality and efficient service to clients;
• ​Undertaking general administration;
• Liaising with clients, client advisors and bankers on administrative matters;
• Liaising with 3rd parties such as lawyers, auditors, property and investment managers as required;
• Ensure timely filing of documents in line with group policy;
• Maintenance of corporate records and respective database administration;
• ​Co-ordination of meetings; take minutes for meetings;
• Assisting with transaction management such as the acquisition/disposal of assets and cash management;
• Support the liquidation/termination of companies and other corporate entities;
• Assist with arranging distributions to shareholders and documenting the same;
• Obtaining client, investor and third-party due diligence and KYC;
• Facilitate various company/entity transactions, including payments; investments, asset acquisitions, restructurings and share transfers, ensuring all actions comply with relevant legal and internal policies;
• ​Provide accurate and timely monthly reports of key management information to Management or as required;
• Ensure that all compliance and mandatory training are completed within required timeframe;
• Record time daily and accurately;
• Ensure strict execution of data protection regulations and internal confidentiality policies, safeguarding all client information and sensitive data from unauthorized access, disclosure, or misuse; and
• To act in accordance with all legal and regulatory requirements affecting the company or entity and ensuring that Altum’s Policy and Procedure is executed.

Prerequisite experience

• LLB degree;
• Admitted Attorney; and
• At least two years of relevant experience in family office, private client fiduciary or complex corporate and trust administration in a similar organization;
• Excellent technical and computer literacy, especially utilizing various software to maintain internal and statutory company/entity information.

Competencies

• Excellent attention to detail and accuracy;
• Proficient in managing competing priorities and time to meet deadlines;
• Proficient with minute taking;
• Proactive problem-solver with a solution-oriented mindset;
• Excellent communication, organization and managerial skills;
• Working knowledge of various jurisdictions’ legal and regulatory requirements;
• Should be fluent in English and attend to all correspondence in English;
• Ability to work within a team; and
• Proactive and disciplined approach to work; and
• Experience keeping accurate record of time to ensure alignment with fee arrangements.