Manager - Company Secretary (Cape Town) at Apex Group

The Role & Key Responsibilities: 

• Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;
• Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;
• Assisting the team with new structure and client take on;
• Participate with and take responsibility for client care focus and take lead CRM for certain clients;
• Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures;
• Review of Company Secretarial and administrative work done by team as appropriate;
• Providing technical support to the team;
• Joining client calls;
• Dealing with intermediaries;
• Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;
• Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);
• Reviewing transaction documentation where necessary;
• Support with on-boarding of new investors/clients for the AML process;
• Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;
• Identify team training needs and arrange training sessions as appropriate;
• Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients' queries in a timely manner;
• Attendance when required at client board meetings and the subsequent drafting of complex minutes;
• Taking the lead on internal projects where required;
• General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML/DD/KYC, reviews, FATCA, CRS.

Skills Required:

• Professional qualifications – LLB, BCom LLB.
• Admitted Attorney is relevant for the position;
• Post articles experience and strong administrative skills;
• Hold a professional qualification such as ICSA, CSSA or equivalent;
• 7 years of relevant industry/specialist experience in administration of trusts and working with corporate entities;
• High level of integrity and trust with confidential information;
• A proven record of commitment to professional and client services excellence;
• A minimum of 5 years trust or funds experience in a professional environment;
• Knowledge of offshore regulatory requirements;
• Proficient user of Microsoft Office suite;
• Support the company in delivering excellent service;
• Impeccable written and oral communication skills;
• Excellent organizational and prioritizing skills;
• Motivated and driven;
• Excellent attention to detail and high levels of accuracy;