Administrator – Corporate Governance and Secretarial Services at Stonehage Fleming

OVERALL PURPOSE

• The primary purpose of this role is to to provide a hands-on professional service to corporate clients. The role will include supporting or managing client relationships on a day-to-day basis, project management support for client transactions, coaching more junior members of the team and ensuring that all client deliverables are met in a timely manner.
• The clients’ portfolio spans over most asset classes with our core focus on family office / ultra-high net-worth / entrepreneurial clients primarily investing in real estate, capital markets and private equity (regulated and unregulated structures).

WORKING RELATIONSHIPS

• The incumbent works within the Corporate Services area and reports to the Manager Corporate Governance and Secretarial Services, based in Cape Town.

Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

    Administration responsibilities

•  Working with Customer Relationship Managers in the broader Corporate Services team, provide support in the management and co-ordination of all client related matters (e.g.: corporate transactions such as incorporations, liquidations, capital increase etc.).
•  Liaise with clients, intermediaries, and advisors, taking responsibility for being the immediate point of contact for allocated client relationships.
•  Adhere to the listing requirements (JSE Listing Requirements, and similar) for all listed and debt-listed clients, primarily in South Africa, and informed by international business law where necessary
•  Organise and prepare standard shareholder resolutions.
•  Co-ordinate client board meetings and prepare board meeting materials.
•  Assist with the client onboarding process, managing the workflow and associated requirements.
•  Ensure the maintenance of all statutory and administrative records.
•  Maintain the corporate calendar for allocated structures and ensuring calendar events/requirements are dealt with on a timely basis.
•  Arrange payment of fees and expenses in line with contracts with vendors and suppliers. 
•  Responsible for the timely collection of fees and pro-active debtor management across allocated client portfolio (by assisting CRMS with data supporting the review of client invoices).
•  Work alongside the AML/KYC team and Business Compliance Officer on periodic due diligence.

QUALIFICATIONS AND EXPERIENCE

•  Have a minimum of 4 years’ relevant experience in the administration of companies, with experience in carrying our Corporate Secretarial duties for listed companies preferable.
•  Preferably hold a Company Secretarial qualification through the CSSA / CGISA or a university that facilitates these professional qualifications.
•  Thorough understanding of company law and the principles of commercial contracts.
•  Hold relevant experience in administration of Private Equity, Real Estate and Debt (regulated and unregulated structures), with exposure to the work of auditors and accountants a benefit.
•  Recognised diploma or other relevant financial services qualification preferred.
•  Educated to a minimum of degree level in Law, Financial Services or Accountancy. 

COMPETENCIES, SKILLS AND BEHAVIOURS

•  Fluent in English, both written and spoken.
•  Able to structure work logically and efficiently in a high-pressure environment.
•  Strong adherence to risk culture.
•  Excellent communication skills, written and verbal, with the ability to draft documents and understand contracts.
•  Proactive, solution focused with proven analytical and problem‐solving abilities.