Job Description
Our client is seeking to recruit a Senior Client Executive to join the Corporate Services Department. The company provides the services of formation, administration and management of global business companies, corporate trusteeship and business outsourcing services. The Company services a wide base of clients including institutional investors, multinational corporations, high net worth individuals, family businesses, brokers, investment advisors and start-ups.
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 times.
- Follow Company Policies and procedures for smooth operations.
- 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.
- Provide Management with up-to-date information on a timely manner.
Candidate requirement:
- 4-5 years of relevant experience in the offshore sector.
