[Hiring] Client Executive @Unknown

Role Description

• Assume responsibility for the day-to-day operation of the clients' portfolios by performing varying corporate and fiduciary administrative tasks.
• Ensure successful onboarding of client & incorporation of businesses in line with good governance principles and applicable laws.
• Conduct regular reviews of files to ensure that they hold up-to-date documents/information as prescribed by the company protocols, laws & regulations.
• Adhere to set guidelines in respect of drafting, filing and classification of information.
• Conduct self-review of work/files to ensure that information is accurate and compliant prior to submitting to higher levels for endorsement.
• Pro-actively prepare and plan meetings by ensuring that relevant information, dates & documents has been effectively communicated to all parties.
• Take notes and draft concise, accurate minutes of meetings and ensure a timely delivery of quality work to parties concerned.
• Prioritize and organize workflow and ensure constant monitoring of files to meet deadlines.
• Display confidence in delivering client solutions and swiftly escalate issues for resolution.
• Process and monitor bank transfers, payments and FX transactions while maintaining proper records to ensure compliance with statutory obligations and avoid penalties.
• Conduct research from relevant sources to enhance knowledge and have a proper understanding of the clients' business as well as legal/regulatory implications.
• Apply practical knowledge when drafting minutes, resolutions, and other documents.
• Makes effective use of appropriate checklists, policies and procedures when effecting a transaction.
• Regularly record accurate information on the time management system for billing purposes.

Qualifications

• Either a Degree in Law and Management or a Professional Qualification (ICSA/STEP).
• At least 3 years of working experience in a similar position in a Management Company.
• Good Knowledge and understanding of:
  • Legal and Regulatory framework, including Codes, FIAMLA Act, GBC, AC and KYC Standards.
  • Company Secretarial duties and Board matters.
  • Corporate and Trust Administration Functions, Compliance and Good Governance principles.
• Good understanding of the regulatory laws involved in servicing a variety of clients with portfolios of various complexities.

Requirements

• Good company secretarial skills with the ability to draft resolutions, minutes and other relevant documents.
• Excellent customer service skills.
• Strong planning, organizing and coordinating skills backed by sound time management skills.
• Analytical and able to produce accurate, clear and concise work.
• Able to juggle between priorities efficiently to deliver within set deadlines.
• Committed, confident and results-oriented.
• Display sound judgement when resolving issues and taking decisions.
• Excellent written and verbal communications skills in both English and French.
• Team player and can collaborate effectively with stakeholders.
• Autonomous, self-disciplined and can productively work remotely.
• Able to operate in a fast moving, demanding and high-pressure environment.
• Quick learner with the ability to apply knowledge appropriately.