Investment Migration Caseworker, Cape Town

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Investment Migration department is looking to add a Caseworker to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.

You're perfect for this position if you:

• Are organised and have proven casework experience in the immigration and/or legal field
• Have an excellent command of the English language, both written and spoken
• Can engage professionally with high-net-worth clients and ultra-high-net-worth clients
• Have excellent interpersonal and customer service skills
• Can demonstrate financial skills and interpret financial statements
• Can multi-task, work under pressure and to tight deadlines
• Are process driven and can effectively prioritise your work
• Have excellent administrative and organisational skills
• Are structured and methodical in your approach to tasks with a high attention to detail
• Are computer literate, particularly MS Excel, Word, and Outlook
• Are a happy, quick, and willing learner
• Have a valid driver's license and your own reliable transport (essential)

Extra points if you have:

• An applicable business/legal diploma or degree
• Have actively assisted with the preparation of client immigration, nationality, or legal applications for submission to overseas jurisdictions
• Have previous experience in dealing with high-net-worth clients or working in a client-account or client-centric role which requires 5-star customer service delivery
• Have lived or travelled overseas and have first hand experience of applying for travel and/or residency visas
• Have knowledge of Portugal and/or the Portuguese language

Your role and responsibilities:

Among other tasks, your main responsibilities will include:

• Managing inbound client enquiries and communication, both online and telephonically
• Analysing and validating of client documentation
• Create, manage, and maintain client records via our CRM system
• Preparing and case-working of client applications for submission to the relevant authorities
• Liaising with internal and external stakeholders; acting as the key link between the client and the relevant legal teams, submission agents, ground support partners and government departments
• Assisting with internal due diligence procedures and adhering to POPIA, GDPR, AML and CTF regulations
• Proactive and reactive consulting
• Periodically revising and reviewing service received by third party document agents, couriers, and or attorneys to ensure that we are working with the best suppliers
• Formally documenting casework processes and procedures as SOPs for departmental records
• Assisting with the preparation of events, client meetings and travel when required