Senior Administrator, Trust & Corporate

Regulatory & Risk

• Ensure that any complaints, compliance and risk issues are reported to the Directors and Compliance as appropriate
• Complying with all Oak Group and Mauritius-specific policies and procedures, as amended from time to time Obtaining client due diligence where necessary for existing portfolio within 1 month of becoming non-compliant
• Maintain and update Client Profiles and Risk Assessments for your allocated portfolio
• Ensure that clients’ files (electronic and paper based) are organised, complete and up to date
• Oversee and conduct the necessary statutory filings with the relevant authorities, regulator and/or registered agent (as applicable) for clients
• Completion of tasks as they become due in Oak’s system and review and control incomplete tasks until such are complete

Investment monitoring

• Carrying out any remedial work or actions following investment performance appraisals conducted internally by the Investment Monitoring function or externally
• Completion of Investment Appendices when they become due

Time billing and collection of fees

• Collect fees due to Oak Mauritius within 1 month of invoicing
• Assist with debt collection of any overdue fees.
• To complete and input time in the time billing system daily, working to meet utilisation targets (percentage to be advised)

General Responsibilities

• Remain abreast of jurisdictional statutory changes that could impact your client portfolio
• Provide a C level signatory for Oak Mauritius
• Completing and inputting time in the time billing system on a daily basis
• Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function
• In all aspects of your role, display and adhere to our vision and values of Client Focus, Excellence in Execution, Integrity, Innovation, Value, Development and Leadership

KEY COMPETENCIES & SKILLS

• Degree in Law, Finance, Business Administration or a related, relevant field
• 3-5 years experience in an administrative role ideally within Fiduciary Services
• Holds relevant Professional Qualification e.g. STEP, ICSA, ACCA
• Good understanding of fiduciary services business including the regulatory requirements
• Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Good written and verbal communication skills Ability to work accurately with good attention to detail
• A flexible attitude towards work and a willingness to assist other members of the team as required
• Good time management, prioritisation and organisational skills
• Demonstrates drive, ambition & willingness to learn
• A proactive approach to work & the ability to work under own initiative

KEY BUSINESS PARTNERS

• External clients & intermediaries
• Private Wealth Directors
• Finance and Accounts Department
• Risk & Compliance Team