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Team Leader, Corporate Secretarial & Admin Services (1739-TL)
- Port Louis
- Negotiable
- Permanent
- Added 26/09/2017
- Closing 26/10/2017
The Team Leader will perform various administrative and secretarial activities to assist with the administration of trusts and corporate client affairs as well as assisting with certain aspects of the management of and supporting the other member of the trust and corporate team.
Responsibilities:
. Provide additional managerial and administrative support to the Corporate Clients Transactional Services team and other teams in the office such as planning, organising, staffing, directing, controlling
. Management and administrative support in relation to the Corporate Client Transactional Services workgroup regarding:
- Ensuring that required procedures and templates are in place and applied;
- Ensuring all systems are updated and utilized to their maximum;
- Supervising and implementing local office, service line and team projects;
- Supervising an on-going client review programme;
. Administrative duties relating to the administration of trusts and corporate client affairs, with some secretarial duties, to include:
- Attending to the administration of trusts, corporate client affairs and related matters, including but not limited to:
- Implementing instructions from the Trustees, Key Account Managers, Trust and Corporate Administration Team Leader;
- Written and telephonic communication with intermediaries such as investment managers and banks (client and intermediary relationship management);
- attending to the compliance requirements of,inter alia, the Master of the High Court, Financial Services Commission, Registrar of Companies, Mauritius Revenue Authority, SARS and other compliance requirements e.g. tax returns, FICA, FATCA and FAIS compliance etc.,
- Entering data onto our client administration system;
- invoicing fees, billing and debtors management;
- Regular file reviews;
- Assisting with or attending to the preparation of trust and corporate documents;
. Responsibility for Risk Management:
- Responsibility for managing risk in the Corporate Client Services team, by reviewing processes and ensuring that adequate controls are in place to mitigate risk;
- Monitoring the control environment & culture to ensure that controls are effective and efficient
Profile:
- Suitable commercial or legal qualification relevant to the duties and responsibilities listed below is an added advantage.
- Minimum of five to seven years’ current experience in trust and corporate administration including experience in administration involving the use of company secretarial skills, experience of leading or assisting with the management of a small team and intermediary relationship management skills.
- Highly organised, efficient and professional with excellent administrative, organisational, and management skills.
- Ability to work confidently, proactively, use initiative, be decisive and to perform when under pressure.
- Capacity to work under supervision as a member of a team, to assist with the supervision of various operational and managerial aspects of a team and independently when required to do so.
- Excellent computer skills, the capability to learn new systems with confidence and in particular a good knowledge of:
- Microsoft Office (2010) including Excel, Word and Outlook email;
- Experience using and building databases.
. Communication Skills
- Ability to communicate confidently and professionally with clients and intermediaries of the business;
- Ability to communicate effectively with staff and management and function effectively in a team while maintaining a positive attitude;
- Excellent telephone manner.
- Honesty and integrity of the highest order and respect for the confidentiality of clients' affairs.
- A flexible, dynamic and enthusiastic approach and an interest in the fiduciary services business.
- Own transport essential.
Alentaris Recruitment Ltd
- The Factory, Vivéa Business Park, Moka, Mauritius
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