Buyers Trust Investment Administrator at ooba

JOB DESCRIPTION

The purpose of this job is to facilitate the deposit investment process with the homebuyer in accordance with the deed of sale.  In addition to working in partnership with the Buyers Trust relationship consultant and Investment Facilitator, the Investment Administrator has to assist the homebuyer with the opening of account, FICA, issuing of investment mandates and bank guarantees and facilitate the disbursement of investments.

Required Competencies:

• Customer Focus: This aligns with the role’s core function of facilitating the deposit investment process with investors. Maintaining a strong customer focus ensures that the investor’s experience is positive, their needs are met, and their expectations are managed effectively throughout the investment process.
•  Accuracy: Given the role's involvement with financial transactions, FICA compliance, and the management of investment accounts, accuracy is crucial. This competency ensures that all processes are handled meticulously, reducing the risk of errors in documentation and financial handling.
•  Analyzing and Forming Opinions: This competency is essential for understanding and interpreting the requirements of the deed of sale, FICA regulations, and investment mandates. It allows for sound decision-making and problem-solving throughout the investment process.
•  Adaptability: The role requires flexibility to adapt to changes in real estate processes, financial regulations, and customer needs. Adaptability is key to navigating these changes effectively and ensuring compliance and efficiency in a dynamic financial environment.
•  Listening Skills: Effective listening is vital for accurately understanding the needs and concerns of investors, as well as for effective collaboration with conveyancers and internal teams. This competency ensures clear and effective communication throughout the investment process.
•   Integrity: Handling sensitive financial information and managing investment accounts demand a high level of integrity. This competency aligns with the need for trustworthiness and ethical conduct, essential in maintaining the reputation of Buyers Trust.
• Stress Resistance: The role may involve managing tight deadlines, complex financial details, and varying customer expectations, which can be stressful. The ability to remain calm and efficient under pressure is crucial for maintaining high performance and quality of service in these situations.

RESPONSIBILITIES

• Receive and capture deposit instruction
• Ensure all relevant documentation is received and compliant
• FICA homebuyer (where required)
• Facilitate the signing of investment mandates
• Opening and closing of investment accounts (includes conveyancers and homebuyers)
• Meeting the conditions outlined in the deed of sale in relation to deposits and/or purchase prices
• Liaise with appointed conveyancers to issue relevant guarantees
• Issuing of monthly investment account statements to homebuyers
• Produce and distribute daily/weekly/monthly activity reports  
• Manage queries throughout the investment process
• Effective partnership with relationship consultant, Investment Facilitator and other internal stakeholder within ooba Group

QUALIFICATIONS

• Matric
• A minimum of 5 years’ experience working in an administrative role within the financial services or conveyancing industry would be advantageous
• A minimum of 5 years’ customer engagement experience would be advantageous
• Qualification recognised by the Financial Services Conduct Authority (FSCA), working towards one or be willing to work towards one.
• Knowledge of real estate process advantageous
• Clear criminal and credit record
• Highly numerate
• Sound financial acumen
• Excellent administrative skills
• Advanced computer literacy (MS Excel, MS Word)
• Strong communication skills (both verbal and written)
• Effective time management skills
• Expert client service skills