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;
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