Website Convina Fiduciary Services Ltd
Job Purpose:
To independently carry out and manage all the administrative and corporate services duties for a portfolio of clients with high level of complexity.
Job Profile & Key Responsibilities:
- Administration of a portfolio of clients comprising Global Business Companies and Trusts
- Maintaining a portfolio of clients and structures, including licensed GBL entities and trusts
- To carry out the day to day administration of the structures including:
- Corporate administration duties
- Organising Board Meetings
- Preparing Board Packs
- Attending Board Meetings
- Drafting Minutes and Circulating to the Board
- Ensure compliance of files with the relevant jurisdiction’s laws
- Review files regularly and ensure they are compliant at all the times in the relevant jurisdictions
- Highlight & Identify risks out of the normal transactions and report accordingly
- Regular liaison with bankers and government bodies such as the Mauritius Revenue Authority, Financial Services Commission and Registrar of Companies
- Liaise with 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
- Assisting in the set up and day-to-day administration of companies including GBC1, Trusts, BVI IBC’s
- Follow internal procedures and ensure filing, scanning of statutory documents and regularly updating the relevant internal systems
- Running of ad-hoc activities, queries and internal projects
- Coaching of and assisting junior staff
Candidate Profile:
- You possess 5-6 years within the industry dealing with GBL, Trusts & Domestic Companies
- You have a tertiary degree in Business Management or Finance
- Having an ICSA / STEP qualified 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