Website Convina Fiduciary Services Ltd
Job Purpose:
To carry out and manage all the administrative and corporate services duties for a portfolio of international clients.
Job Profile & Key Responsibilities:
- Administration of a portfolio of clients comprising Global Business Companies and Trusts
- Manage day to day relationship with international private and corporate clients
- Drafting of Board resolutions and action point lists arising from Board meetings
- Drafting of Trustee’s resolutions
- Organising (including preparation of board packs) and attending board meetings and taking minutes thereof
- Arranging for document execution by directors, notarization and consularisation of documents
- Assist with pre-incorporation functions such as initial client due diligence and onboarding as well as assisting with incorporation/-setting up and winding up of global business companies and trusts
- Assist with bank account opening for private and corporate clients, including completion of application form, collation of KYC requirements, liaison with bank and attending to queries
- Provide corporate secretarial and administrative support for ad hoc tasks which may be required from time to time by international clients
- Review files regularly and ensure they are compliant at all the times with the relevant legislation and that client information and records are complete and up to date
- Highlight & identify risks out of the normal transactions and report accordingly
- Liaise with government bodies such as the Mauritius Revenue Authority, Financial Services Commission and Registrar of Companies
- Liaise with Banks, Investment Managers. Asset Managers and other third parties regarding client structures as required
- Ensure all structures adhere to CRS & FATCA Reporting
- Work with the accounting team to ensure systematic and timely filing of financial statements and statutory returns
- Liaising with auditors to clear all statutory queries
- Keeping track of client billing and following up on accounts receivable
- Handling client queries professionally. ensuring client satisfaction and timely service delivery
Candidate Profile:
- Should have 2-3 years within the industry dealing with GBL, Trusts & Domestic Companies
- You have a tertiary degree in Business Management or Finance
- Working towards a professional qualification such as ICSA/STEP will be an added advantage
- You are good in dealing with clients in different Jurisdictions
- You possess good organizational & communicational skills
- You are self-motivated with the ability to identify problems and provide solutions within the requirements of the position.
- You are a competent individual with integrity, accountability, strong interpersonal skills, and a team player.
To apply for this job email your details to hr@convinafiduciary.com