Officer – Entity Management

About the job

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

  • Competitive salary
  • Flexible working hours
  • Private Pension Plan fully paid by the company after probation
  • Private medical insurance with Catastrophe cover fully paid by the company
  • Employee recognition program and spot bonuses

Job Description

To be part of the Entity Management Team in Mauritius which services other foreign Ocorian offices. To process incoming requests for the Entity Management team in an efficient and timely manner, making sure to adhere to set timelines. To complete recurrent simple and complexed tasks including company secretarial/administrative processes in accordance to the set timelines, defined standards and applicable laws and regulations. To provide regular updates to the Manager on completion status of tasks and processes.

Duties And Responsibilities

  • To process incoming tasks and requests on the task manager platform and ensure that all tasks are completed on a timely basis and in the most efficient and optimal manner
  • To process all tasks on Viewpoint and NavOne based on set processes
  • To ensure that tasks are completed / processed and the relevant deadlines are being met
  • To assist team members on more complex tasks
  • To provide guidance regarding pending tasks and assist in liaising with internal clients to resolve pending matters
  • To accept feedback from reviewers in the team to ensure that tasks are done as they should be
  • To complete timesheet on a daily basis for billing and internal purposes
  • To provide regular reports, trackers and dashboards to the Managers on task completion and key success metrics
  • To assist the Managers in the day to day management of the Entity Management Team
  • To be able to work odd hours to support other foreign Ocorian offices

Qualifications

  • At least 1-2 years work experience
  • Professional qualification such as ICSA, STEP or ACCA would be an advantage
  • Knowledge of Viewpoint and NavOne would also be an advantage
  • Thorough understanding of financial services and global business, including company secretarial and administrative processes
  • Thorough knowledge of company and financial services laws and regulations, including AML/CFT requirements
  • Attention to details, solutions-oriented, proactivity and adherence to processes

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status

IT Applications Analyst

About the job

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

  • Competitive salary
  • Flexible working hours
  • Private Pension Plan fully paid by the company after probation
  • Private medical insurance with Catastrophe cover fully paid by the company
  • Employee recognition program and spot bonuses

PLEASE NOTE, WORK WILL BE REQUIRED DURING WEEKENDS ONCE PER MONTH.

Purpose of the job

  • As part of a team, support the global business use of all aspects of the Group’s core business applications.
  • This role will involve the support of interfaces between applications as well as internal and external services which could involve system, data and process analysis, data management and migration, reporting, planning and business intelligence as well as operational and risk knowledge. This calls for cross-jurisdictional business awareness together with an understanding of the fiduciary and administration services offered by Ocorian.
  • To identify, harness and combine the Group’s technology platform components to drive efficiency and profitability through the creation of effective and efficient high-performance solutions for internal and external stakeholders in a robust, secure and cost-effective manner.
  • To support the delivery of high quality and consistent data, processes and reporting in all business areas and jurisdictions in line with Ocorian’s information and security model, controls and procedures.
  • To produce and maintain clear and succinct systems and integrations documentation. Where custom development is required, and with support from senior colleagues, produce clear specifications including use and test cases, for developers working in an Agile DevOps oriented development environment and ensure appropriate quality testing.

Main Responsibilities

  • Work with Senior Application Analysts and Applications Manager to support the global business in their use of core applications, including escalation of issues as necessary.
  • Conduct process, application and data analysis across existing and new line of business applications. This includes working with colleagues across the business to identify and efficiently deliver the necessary objectives.
  • Where necessary specify and, in conjunction with the Development team, deliver application integration, data exchange and data migration between line of business applications and external services including drawing up specifications, developing integration or migration scripts including unit testing, support for user testing where appropriate and documentation of all interfaces.
  • Optimise the capture of data into applications in accordance with Group standards and initiatives to support operational efficiency, compliance, and risk management.
  • Contribute to and maintain support documentation including advice on best practice.
  • Assist with projects for the conversion, implementation, upgrade, and maintenance of new & existing applications including documentation and related testing.
  • Assist with the implementation of business processes and process improvements across all jurisdictions.
  • Assist other members of the Applications team including sharing knowledge and skills.
  • Always follow the change control & release management standards, ensuring that all documentation is kept up to date.
  • Be proactive, manage expectations and keep colleagues regularly updated on the progress of their changes and aware of anticipated timeframes for completion, including working with the Applications Manager to maintain project tracking for regular project reporting

Qualifications

Knowledge, Skills and Experience

  • 1-2 years’ experience of application support, migration and integration, preferably in a fiduciary or financial services business; knowledge of iManage, NavOne, ViewPoint or similar apps would be a significant advantage.
  • An understanding of application integration and data migration tools and techniques, including information security and compliance processes and the lifecycle of a project.
  • An understanding of application and data integration and automation: particularly web services.
  • Understanding and knowledge of Microsoft SQL query language and scripting.
  • The postholder must be quick and effective with the self-motivation to tackle assigned tasks independently wherever possible.
  • The role involves interactions at all levels and jurisdictions of Ocorian and with external parties, so a personable nature, a high level of integrity, strong written and oral communication skills and the ability to work logically and efficiently under pressure are essential.
  • A willingness to support the future growth and success of the Group.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

Senior Administrator – Investor Services

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

 

  • Competitive salary
  • We are globally hybrid with 2 days in office (please check the specifics for this role during interview process)
  • Flexible working hours
  • Private Pension Plan fully paid by the company after probation
  • Private medical insurance with Catastrophe cover fully paid by the company
  • Employee recognition program and spot bonuses

Purpose of the job

The successful candidate will report into the Manager or Senior Manager of Investor Services. The incumbent will work collaboratively and pro-actively within the established Global Funds team in Mauritius. The Company intends to provide the full range of fund administration, accounting and investor services, predominately to closed ended and limited liquidity fund structures.

The description of key responsibilities and tasks below is for guidance only and is subject as the role develops.

Main Responsibilities

  • Review all such Customer Due Diligence (CDD) documents relating to onboarding / admittance of individual and / or Non-individual investors. Applying a reasonable degree of judgement tailored to each specific case to determine whether normal, simplified or enhanced CDD is required;
  • Ensure that input on all investors data are on Efront;
  • Ensure investor details required for FATCA and CRS are complete and reporting is completed in line with MRA requirements and as per agreed deadlines;
  • Handle initial and subsequent subscription requests in line with the constitutive and offering documents;
  • To operate the monthly and quarterly (or any other defined frequency) distributions process for a large growing portfolio;
  • Ensure good coordination between the Accounting and Administration Teams with respect to any capital calls, distributions and reporting;
  • To monitor cash inflow for subscriptions and capital calls and prepare payments using various online banking systems for making distributions and redemptions;
  • To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor if the demands of the correspondence exceed capabilities;
  • To prepare client deliverables in line with deadlines of the portfolio of clients in accordance with the agreed calendar defined for each client;
  • Ensure overall quality of client deliverables
  • Ensure that Ocorian policy and procedures are adhered to;
  • Be aware of risk exposure and promptly escalate issues arising to other members of the Management team;
  • Become acquainted with the local regulatory and legal environment (Companies Act, Securities Act etc.) and constitutive documents of clients (LPA, constitution etc.);
  • To take responsibility for being the immediate point of contact in investor relationships on matters relevant to you;
  • Escalating any issues/risks arising promptly to the Manager where appropriate;
  • Carry out any function/activity required by the Management team or Directors from time to time
  • Monitor, control and balance the workload of the team during absences of Senior team members;
  • Protect the confidentiality, integrity and availability of all information on Ocorian, its clients and employees at all times to safeguard the professional reputation of Ocorian, its employees and its clients.
  • Accurate time recording in accordance with Ocorian Policies & Procedures.
  • Comply with all information security policies, procedures and guidelines in place at Ocorian to ensure information security.

Qualifications

  • Educated to A level or equivalent;
  • Holder of University degree in Business Administration / Finance or related field
  • Partly Qualified ICSA / ACCA /ACAMS

Knowledge, Skills And Experience

 

  • A minimum of 2 years’ experience in funds/trust and company administration or financial services environment.
  • A comprehensive understanding and technical knowledge of funds/trust administration, Accounting and the tax implications of various structures.
  • Well versed in Excel, Word and Outlook.
  • Knowledge of Efront Software will be a plus.

Competencies

  • Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
  • Flexibility, energy and enthusiasm.
  • Ability to work under pressure and meet deadlines.
  • A solution driven attitude to problems.
  • Ability to work using own initiative and make decisions within corporate policies.
  • Good organisational skills and the ability to work methodically and accurately.
  • Team spirited.
  • Ability to coach junior officers.
  • Positive attitude.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

Junior Funds Systems Analyst

About the job

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,800 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

WHAT’S IN IT FOR YOU

 

  • Competitive salary
  • Flexible working hours
  • Private Pension Plan fully paid by the company after probation
  • Private medical insurance with Catastrophe cover fully paid by the company
  • mentoring program
  • Employee recognition program and spot bonuses

Purpose of the job

Be trained to become an expert in highly sought-after knowledge of EFront / BlackRock’s software!

The role of a Funds Systems Analyst is to work as part of a team to support the use of Fund Systems (PFS Paxus, eFront, Linedata, Mantra) across all Ocorian jurisdictions as well as any changes to Funds System landscape as the business grows.

This role requires a good skill set covering system analysis, data analysis, data management, reporting, planning and business intelligence as well as operational and risk knowledge. It also calls for a level of cross-jurisdictional business awareness together with an understanding of the funds and administration services offered by Ocorian.

The Funds Systems Analyst will help deliver high quality and consistency across data, processes and reporting in funds services business areas and jurisdictions in line with Ocorian’s information security model, controls and procedures.

A Funds Systems Analyst will be required to contribute to clear and succinct systems and integrations documentation. Where custom development is required, this role will help produce clear specifications, including use and test cases, for developers working in an Agile DevOps oriented development environment and ensure appropriate quality testing.

Main Responsibilities

 

  • Work with the Senior Fund Systems Manager and team to support the ongoing Fund Systems needs of the business.
  • Carry out process, application, and data analysis across existing and new funds business applications. This includes working with colleagues across the business to identify and efficiently deliver the necessary objectives.
  • Carry out data analysis and data migration between legacy and new systems and onboarding new clients.
  • Work with other project team members and suppliers to deliver programme change and assist with testing required.
  • Contribute to and maintain system and user guidance documentation including advice on best practice.
  • Assist with the optimisation and capture of core client data to support the compliance and risk reporting models consistent with Ocorian Group standards and initiatives.
  • Ensure change control & release management standards are always followed, including ensuring that all documentation is kept up to date.
  • Be proactive, manage expectations by keeping colleagues regularly updated on the progress of their requests and aware of anticipated timeframes for completion.
  • Work with the Fund Systems Managers to maintain project tracking for regular project reporting.

Qualifications

 

  • Experience with one or more of the following funds management systems is preferred – PFS Paxus, eFront, Linedata, Mantra – but we recognise for this role, that training will be provided.

Knowledge, Skills And Experience

 

  • Good general knowledge of funds services businesses with experience of application support in a financial services business.
  • The ability to work logically and efficiently is essential.
  • Good people skills to include a high level of integrity, strong written and oral communication skills.
  • The ability to work effectively under pressure with colleagues at all levels across Ocorian jurisdictions.
  • The role involves interactions at all levels/jurisdictions at Ocorian and with external parties, so a personable nature and good communication skills are highly necessary.
  • An understanding of application migration tools and techniques, including an understanding of information security and compliance processes.
  • Some experience of supporting users within a technical and business environment
  • Must be quick and effective with the self-motivation to tackle tasks independently wherever possible.
  • An understanding of the lifecycle of a project.
  • An interest in application and data integration and automation: particularly web services
  • A willingness to support the future growth and success of the Group.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status

Officer – Fund Administration

About the job

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

 

  • Competitive salary
  • We are globally hybrid with 2 days in office (please check the specifics for this role during interview process)
  • Flexible working hours
  • Private Pension Plan fully paid by the company after probation
  • Private medical insurance with Catastrophe cover fully paid by the company
  • Employee recognition program and spot bonuses

Purpose of the job

Provide professional administration and company secretarial services to a portfolio of client entities under the supervision of the Senior Officer and / or Manager and in strict adherence to the policies and procedures of the company.

Main Responsibilities

Conduct the following within prescribed deadlines:

  • Conduct the day-to-day Management and Administration of a portfolio of clients in Global Funds
  • To support the administration of a portfolio of Fund structures and/or other types of entities to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents.
  • To prepare client deliverables in line with deadlines of the portfolio of clients in accordance with the agreed calendar defined for each client
  • Ensure completeness of due diligence documents for a portfolio of clients according to Ocorian Policies and Procedures.
  • Lodge statutory filings.
  • Draft simple board resolutions.
  • Open and maintain clients’ bank accounts.
  • Process payments and banking instructions.
  • Carry out the application and renewal of Tax Residency Certificates.
  • Carry out the application and renewal with the Data Protection Office.
  • Compile board packs for Board Meetings.
  • Attend board meetings and draft minutes for low complexity client entities.
  • Carry out the annual / special meetings for low complexity client entities.
  • Execute the Company Secretarial and Administration processes whilst ensuring an optimal level of efficiency and productivity at all times.
  • Meet productivity target and input timesheet daily
  • Record time accurately and within deadlines
  • Ensure that all client requests / correspondence are dealt with in a prompt, professional and efficient manner

Qualifications

 

  • Educated to A level or equivalent;
  • Completed first degree in a relevant field or ICSA Level/ACCA Level 2 or ICAEW/STEP or any professional qualification related to the Global or financial sector.

Knowledge, Skills And Experience

 

  • Ideally a minimum of 1 years’ experience in funds/trust and company administration or financial services environment.
  • A comprehensive understanding and technical knowledge of funds/trust/company administration, Accounting and the tax implications of various structures.
  • Strong IT skills.
  • Ability to learn CBRIS and any IT Systems related to the job.
  • At ease with the use of technology necessary for conducting board meetings.
  • Able to use independently the internal booking facilities when organising meetings.
  • Microsoft Office Proficiency (Intermediate level).PEOPLE & TEAM
  • Professional manner, demonstrating good interpersonal skills and ability to respond to the client needs
  • Demonstrate a willingness to get involved in team issues and events
  • Ensure adherence to Ocorian values and operating terms of reference

Competencies

 

  • Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
  • Flexibility, energy and enthusiasm.
  • Ability to work under pressure and meet deadlines.
  • A solution driven attitude to problems.
  • Ability to work using own initiative and make decisions within corporate policies.
  • Good organisational skills and the ability to work methodically and accurately.
  • Team spirited.
  • Positive attitude, demonstrating enthusiasm and the desire to take on responsibility.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

Assistant in the Corporate Secretarial

About the job

Don’t wait. Act.

Forvis Mazars, the smart choice.

Forvis Mazars in Mauritius is actively recruiting for Assistant in the Corporate Secretarial service line. We are seeking for individuals ideally having one year of experience, excellent communication skills and a collaborative approach to management. These individuals will be managing a portfolio of clients.

As part of the role, the Assistant would be expected to:

  • Assist with incorporating of companies and preparing necessary compliance documents.
  • Maintain and update the statutory registers
  • Safeguard corporate documents, including articles of association and meeting minutes.
  • Prepare and file annual returns and financial statements within stipulated deadlines.
  • Organize documentation for board meetings and AGMs, including agendas and minutes.
  • Ensure adherence to corporate governance standards and relevant legislation such as the Companies Act 2001 and Financial Services Act 2007.
  • Advise clients on governance best practices and regulatory obligations.
  • Manage and maintain records related to shareholders, including share transfers, issue of shares, and dividends payments.
  • Stay abreast of changes in legislation and regulatory guidelines relevant to corporate secretarial practices and advise clients accordingly.
  • Provide general administrative support to the corporate secretarial team as needed, including managing correspondence and maintaining client files.
  • Perform checks on directors, shareholders, and Ultimate Beneficial Owners (UBOs).

Qualifications and Experience

  • Degree holder in Law & Management or partly qualified in ICSA;
  • Sound knowledge of Companies Act, Financial Services Act and relevant legislation affecting Global Business in Mauritius;
  • Possess positive “can do” attitude to challenges and agility to multitask effectively across competing priorities;
  • Promotes the firm’s values and beliefs, demonstrating integrity and maintaining an ethical stance, using flexibility and tact to express views as necessary.

 

Why join us

You don’t join Forvis Mazars by coincidence, you choose Forvis Mazars: a global school of excellence where you will be challenged to develop and grow. Progression is tied to education, empowering you to match your career to your aspirations both within and outside our firm. We expect your contribution to what Forvis Mazars and our clients do next and reward your ingenuity. Come and write the rest of your story with us – you’ll make friends along the way too.

Forvis Mazars, the smart choice.

*Forvis Mazars in Mauritius reserves the right to call only suitable candidates.

Corporate and Trust Administrator

Job Description: Role and responsibilities of the job position, Criteria & Experience required

 

Purpose of the Role

The person occupying the position of Corporate and Trust Administrator will be involved in the daily operations and administration of a portfolio of clients. He/she will be client focused, with excellent communication skills and the ability to operate successfully under pressure.

 

Core Accountabilities

  • Administer a portfolio of Trusts and Companies whilst maintaining and developing relationships with clients and third parties
  • Attend to client/ introducer queries and requirements
  • Attend to client payment requests including preparing payment instructions
  • Attend to client board meetings and handle related company secretarial work
  • Ensure that all businesses are conducted in accordance with internal policies and procedures and the rules, guidelines and expectations of the local regulator
  • Ensure compliance with the internal & industry’s code of ethics
  • Liaise on an ongoing basis with international service providers
  • Maintain proper records of clients’ business conduct
  • Conduct regular reviews on existing clients and structures
  • Manage debtor’s level of the portfolio
  • Effect accurate and standardised billing
  • Generate draft annual fee invoices and activity fee invoices for clients
  • Prepare and generate credit notes and termination invoices
  • Issue invoice for clients
  • Ensure billing modules for new set up are properly created in a timely manner
  • Ensure that fee and debt collection are managed within deadline set
  • Handle any other cognate duties which may be assigned by your Manager

 

Profile

  • Degree holder in law and/or management field or any equivalent degree and/or ICSA qualified or partly qualified
  • A minimum of one to two years of work experience in a similar role
  • Client and service-focused
  • Energetic, enthusiastic and resilient to pressure
  • Good verbal, written and interpersonal skills
  • Strong communication skills in both English and French
  • Ability to work in a team

 

About MATCO

Established in 2005, MATCO is one of the leading independent management companies in the international financial services sector. MATCO is fully regulated by the Financial Services Commission in Mauritius. It offers a plethora of services for Global Business Companies, Trusts and Funds, ensuring the added benefit of one-stop solutions to business management under one roof.

Officer 2, Support Services

About the job

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Responsibilities

Job Description

The role is part of the whole support team and you are required to act as a key correspondent and support between the various departments including HR, Operations, Admin, Finance , Business Analysts amongst others.

The duties and responsibilities include providing support to ensure efficient operation of the office. Supporting managers and employees through a variety of tasks related to operational, organization and communication as well as dealing with confidential and at times sensitive information.

You are accountable for your allocated workload and must meet all targets as agreed with your Line Manager. You must contribute towards the smooth running of the organisation generally.

Tasks

  • Organize and schedule appointments and meetings for Global Client Delivery teams where required
  • To act as coordinator for Global Client Delivery with HR and/or other IQEQ Support teams on specific process
  • Assist in the preparation of regularly scheduled reports
  • Assist on follow-up and tracking for internal reporting
  • Coordinating stationary request for the team & maintain office supplies of inventory
  • Monitoring and update of key database as needed
  • Record and handle required sensitive information in a confidential manner
  • Conduct data entry
  • Assist the team on travelling coordination for team secondment and business trip arrangements or documentation
  • Sending out general communications to staff
  • Support management on any ad-hoc reporting, surveys
  • Support the business in staff engagement activities
  • Escalate team issues promptly to local Global Client Delivery management
  • Support Global Client Delivery operational efficiency agenda when required.

Key Competencies For Position And Level

  • Communicates effectively
  • Plans and aligns
  • Works well under pressure
  • Ability to multitask
  • Resourcefulness
  • Interpersonal savvy
  • Customer Focus
  • Professional attitude

Key Behaviours We Expect To See

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Accuracy & Attention to details
  • Collaboration
  • Organisation
  • Proactivity
  • Independent
  • Taking ownership
  • Curiosity
  • Resilience
  • Team working
  • Discipline

Qualifications

Education / professional qualifications:

  • Diploma or Degree in Business administration, Economics, Management, or any other related field

Background Experience

  • 2 to 3 years of experience
  • Experience in a similar role would be an advantage

Technical

  • Excellent interpersonal, communication (written and verbal) and relationship building skills including the ability to work independently, flexibly and collaboratively as part of a team, negotiate effective business outcomes and to initiate and respond to various correspondence.
  • Excellent time management skills and ability to multi-task and prioritize work
  • Strong organizational and planning skills

Computer / Program Knowledge

  • Competent at an intermediate to advanced level of MS Office Word, Excel, PowerPoint

Languages

  • Fluent in English and French

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices

Internship

About the job

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Are you a driven and ambitious upcoming/recent graduate with a degree in Management or Law? Do you aspire to gain hands-on experience in a fast-paced and professional environment? If so, we invite you to apply for our internship opportunities in the Secretarial, Corporate Administration and Compliance departments at IQ-EQ.

About Us

At IQ-EQ, we are committed to fostering the growth and development of future industry leaders. Our internship program is designed to provide recent graduates with the opportunity to gain practical experience, bridging the gap between academic knowledge and real-world application, and enhance their skills across multiple disciplines.

What We Offer

  • Career Development:

Engage in hands-on tasks and projects that align with your academic background and career aspirations. Gain insight into your chosen field, enhancing your resume and preparing you for future career opportunities.

  • Mentorship and Guidance:

Work closely with professionals who will mentor you and help you develop your skills. Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together.

  • Networking Opportunities:

Build connections with industry leaders and fellow interns, expanding your professional network. We want everyone to reach their full potential and to do this we expect our people to share their knowledge with colleagues. In turn, we would encourage you to seek new ways to grow and challenge yourself to be the best you can be.

  • Dynamic Work Environment:

Experience our vibrant company culture and collaborative work atmosphere. We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts, and we will value your contribution.

Qualifications

Who We Are Looking For:

  • Upcoming/Recent graduates with a degree in Management or Law.
  • Strong organizational and communication skills.
  • Eagerness to learn, adapt, and take on new challenges.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Corporate Administrator

About the job

Corporate Administrator

Role Location: Mauritius

Department: Corporate team

Employment Type: Permanent

NOTE: ONLY FOR MAURITIUS RESIDENTS

About the Role

To manage the day-to-day administration of a varied portfolio of corporate structures and to maintain and develop a wide knowledge and understanding of corporate administration generally, to include anti money laundering, compliance and relevant legislation. Assist with maintaining proper records in accordance with internal and legal requirements. Convene meetings of directors/ shareholders, prepare board papers with high quality deliverables. Develop full awareness of individual clients and their requirements. Deal with day-to-day administrative tasks associated with the portfolio of clients and to assist other team members where required. Aim towards increasing understanding of the mechanics of company administration. Develop understanding of more complex money laundering and regulatory issues. Ensure that final deliverables to client are 100% correct in terms of quality and accuracy. Effect customer due diligence as per AML Code.

Responsibilities

  • Manage the day-to-day administration of a varied portfolio of corporate structures
  • Maintain and develop a wide knowledge and understanding of corporate administration
  • Assist with maintaining proper records in accordance with internal and legal requirements
  • Convene meetings of directors/ shareholders
  • Prepare board papers with high quality deliverables
  • Develop full awareness of individual clients and their requirements
  • Deal with day-to-day administrative tasks associated with the portfolio of clients
  • Assist other team members where required
  • Aim towards increasing understanding of the mechanics of company administration
  • Develop understanding of more complex money laundering and regulatory issues
  • Ensure final deliverables to client are 100% correct in terms of quality and accuracy
  • Effect customer due diligence as per AML Code

Qualifications

4+ years of working experience in the Global Business Sector. Holds an undergraduate degree in a related field/ holder of ACCA or ICSA (partly qualified candidate will be taken into consideration).

Required Skills

  • Demonstrate a client service mindset when servicing the client
  • Proficient in MS Office (Word and Excel)
  • Good written and spoken communications skills
  • Able to multitask, prioritize and manage time effectively
  • Able to work under pressure

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

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