Description

WORKING RELATIONSHIPS

This role will involve close and regular interaction with Relationship Directors / Managers, Accountants within the Family Office department and the other departments.

Key Responsibilities

MAIN DUTIES INCLUDE:

• Assisting with the incorporation/set up of new companies and with Fund structures
• Dealing with regulators in the course of the incorporation or re-domiciliation process
• Assist internal stakeholders on ad-hoc client requests and group project as they arise
• Contribute to continuous improvement of processes and procedures
• Prepare and arrange signature of all documents required for the transfer of the administration of entities between different offices, liaise with all relevant departments inrespect of such transfers
• Administration of own portfolio of entities where necessary. Such administration to include :
  
  
  

QUALIFICATIONS AND EXPERIENCE SKILLS COMPETENCIES AND BEHAVIOURS

• Termination/ strike off/ liquidation of fund structure, companies and foundations in any jurisdiction
• Assist with transfers in/out of entities from/to other administrators
• Drafting of: Documentation / Resolutions / Loan Agreements / Powers of Attorney /Facility Documentation / Property transaction documents / Letters to third parties
• Assisting in client meeting preparations and assistance on general matters arising
• Respond to requests for execution of transactions or provision of information and clarification
• Respond to requests from Accounting and Compliance departments for information and clarification about accounts or related administrative issues
• Periodic reviews of companies are prepared to ensure proper governance
• Ensure that internal company data base system contains accurate and up to date client information
• Provide general administrative support and assistance
• providing absence cover
• Assist Team Leader and Managers on ad-hoc client requests
• Provide assistance to the Team Leader in case of holiday and sickness
• Any other ad-hoc duties that may be required from time to time
• Has an equivalent degree / professional qualifications like ICSA (Institute of Chartered Secretaries and Administrations)
• Has a minimum of 5 years practical experience in the offshore financial services industry
• Advanced Word and Microsoft Excel skills
• English at a business level (min. C1)
• A good working knowledge of funds structuring – preferably in the international financial services market
• Solid administration experience built up within similar high net worth clients environment
• Excellent interpersonal and communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group
• A strong client care / service orientation
• Supports and works towards team goals
• Schedule and manage workload effectively
• Communicates in a clear and relevant manner
• Delivers excellent client service
• Delivers work of a high standard, output is accurate and error free
• Takes a proactive approach and works on own initiative where possible
  
  
  

Education Level Degree or Equivalent

Experience Level Mid Level