Relationship Administrator

As we're growing internationally as a Management Company, we are looking for Relationship Administrators in our Client Relationship functions to join a vibrant and dedicated Team.

Responsibilities

• Ensure adherence to internal policies and procedures and Regulatory requirements when assisting Relationship Managers for a transaction.
• Attend file review queries to ensure that they hold up-to-date documents/ information as prescribed by the company protocols, laws & regulations.
• Ensure proper verifications of client data according to the CDD principle pursuant to Accuro's policies and Regulatory requirements.
• Arrange for CDD approval when required.
• In line with Accuro's P&Ps, relevant documents are requested and prepared to perform a given transaction.
• Assist on any review required as per Accuro's policies, such as, 90-day review, annual review.
• Attending compliance queries with respect to transaction monitoring and suspense monitoring and consult Relationship Managers when required.
• Assist on record keeping, e.g. clearing of In-Progress Folders on Laserfiche and activity monitoring on BC.
• Assist on FATCA/CRS classification together with Relationship Managers.
• Assist on the day-to-day operation of the clients' portfolios by performing varying corporate and fiduciary administrative tasks relating to First Line of Defense.
• Conduct self-review of tasks to ensure that information is accurate and compliant prior to submitting to higher levels for endorsement.
• Conduct research from relevant sources to enhance knowledge and have a proper understanding of the clients' business as well as legal/regulatory implications with the assistance of Relationship Managers.

 Qualifications & Experience

• Degree holder in Law & Management and/or pursuing professional qualification such as ICSA/STEP.
• Seeking a recent graduate or a candidate with at least one year of experience in the offshore industry.
• A thorough understanding of the regulatory environment and guidance issued by Mauritius Financial Services Commission as it applies to offshore fiduciary business.
• Good technical knowledge of trust company administration processes.
• A basic understanding of compliance requirement.

 Required Skills

• Ability to prioritise workload.
• Self-motivated with good communication skills with colleagues and external intermediaries.
• Strong organizational skills to manage multiple tasks simultaneously, prioritizing workload to meet strict deadlines.
• Excellent interpersonal skills to liaise with other departments and stakeholders, ensuring smooth operations and effective collaboration.
• Advanced knowledge of administrative procedures and systems such as managing files and records, designing forms, and other office procedures.
• Proficiency in using office software like MS Office Suite (Word, Excel, PowerPoint) and administrative software.
• Problem-solving skills to quickly identify and address operational issues and implement effective solutions.
• Strong communication skills to draft reports, correspond with team members and higher management, and interact with clients or customers.
• Attention to detail to ensure that all work is completed accurately and to the highest standard.
• Ability to work under pressure and to time frames.
• Excellent oral and written communication skills in English, at all levels, within and outside the Company
• Proactive and solution driven.
• Ability to learn striving for personal development, using and developing knowledge.
• Cultural awareness and sensitivity on both an individual and corporate basis