Job Description
Duties and responsibilities:
- Manage the portfolio of varying structures including Trusts, GBC, AC and IBCs
among others. - Ensure that statutory record books are maintained up-to-date.
- Ensure that preparation of Trust and Company documentation, including resolutions
minutes and ancillary documents and arrange execution are done properly and on a
timely manner. - Ensure a proper filing system is maintained.
- Process clients’ transactions and review documents to mitigate errors.
- Liaising with Clients, their advisers and third-party service providers.
- Ensure that the company policies and procedures are being followed for smooth
operations. - Ensure that Clients’ business activities are in compliance with legal, regulatory
standards and bank requirements at all time. - Follow Company Policies and procedures for smooth operations.
- Â Maintaining accurate records for portfolio of clients.
- Ensure that all tasks and time spent attending to clients (minimum 7.50 hrs. daily) are
recorded and that time sheet are submitted in a timely manner. - Ensure all information are kept up to date on CRM and any other systems for
portfolio of clients and - Provide Management with up-to-date information on a timely manner.
Requirements:
- 1 year of experience in the offshore sector.
- Minimum a Bachelor’s Degree in Management or equivalent