REPORTING TO:

Administration Support Manager LOCATION
Mauritius ROLE SUMMARY
Our ideal candidate will have experience in the trust and fiduciary industry and able to be a crucial part of delivering the Trust and Company Client admin activities outsourced from the Accuro businesses in Geneva (and over time Jersey and London).

KEY RELATIONSHIPS
Internally:
• Trust Relationship Managers – Accuro Geneva
• Outsource Support Officer- Mauritius
• Central Services admin- Accuro Jersey
• Client Administration Support Manager – ATM
• Client Administration Support Officers- ATM

Externally:
• Banks
• Investment managers
• Local authorities
• Intermediaries

QUALIFICATIONS:

Expect relevant on the job experience (must have 1 year in Trust and Corporate Administration), and starting towards STEP or ICSA qualification

KEY RESPONSIBILITIES:

• To deliver a high quality support service to the administration team in a timely and efficient manner for the Accuro Geneva business (with Accuro Jersey and Accuro London over time)
• To ensure that all business is conducted within the rules, guidelines and expectations of the Company. To follow all applicable internal compliance considerations and appropriate processes, policies and procedures.

T R U S T A ND C L I E N T A DMI NI S T R A T ION S U P POR T OF F I C E R ( AGS L )

• To assist and participate in the completion of any projects delegated to the Administration Support Officer, as approved by the Administration Support Manager.
• To ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet.
• Ensure quality and pace of work in line with expectations of Accuro Geneva
• Will need to be proficient in use of NavOne (MS Dynamics) which is the operating system for all Client Admin activity (training can be provided, but experience is preferable)

Indicative tasks expected within this role:
Admin Support:
o Share issuance/transfers
o Approval of letters of engagement (draft simple resolutions and arrange for signing)
o Approval of accounts (draft resolution, arrange for signing and update no.13 in accounts tracker)
o Notify registered agent of changes
o Ordering of Certificates of Good Standing and Certificate of Incumbency.
o New bank/investment accounts opening (draft resolutions, populate forms, signing)
o Preparation and updates of structure charts.
o Draft Client reports for Client meetings.
o CDD collation for intermediaries/3rd parties

NavOne Support:
o Share register Nav management
o Changes to Nav data
o Nav cleansing/clean up and data integrity
o Payment workflow management (clearing of authorised payments).

CORE SKILLS AND EXPERIENCE REQUIRED:

• Minimum one year of Trust and Company administration experience.
• Studying towards STEP or ICSA qualification
• Good working knowledge of the Trust and Company administration
• Ability to prioritise workload

• Self-motivated with good communication skills with colleagues and external intermediaries
• Working towards attaining a good practical knowledge of trust and company administration
• Organised, accurate, prepared to take ownership of tasks and understanding when to ask for advice or support,
• Following tasks through to completion, and able to manage own time
• MS Office skills
• NavOne system experience preferable
• Able to work under pressure and to time frames
• Methodical, thorough and attentive to detail
• Excellent oral and written communication skills in English, at all levels, within and outside the Trust Company

Job Purpose:

The purpose of the Analyst – Credit is to support the sales team in the daily credit application processing & follow-up.

Key Responsibilities:
• Engage with sales representatives for customers financial and credit related information.
• Compute financial ratios to evaluate customer’s financial status.
• Analyze customer’s credit information and financial data to determine the degree of risk involved in extending the credit.
• Evaluate customer records and make appropriate credit recommendations aligned with current risk appetite of company.
• Prepare credit applications, inclusive of credit analysis and summaries of credit facility requests and submit to relevant credit authority for approval.
• Monitor customer’s credit worthiness and obtain periodical information of their financial and industrial environment and prepare credit review papers.
• Comply with, and stay abreast of, relevant policies and procedures in the processing of credit applications.

Candidate profile:
• Degree in Finance/Accounting or related fields
• At least 1 year’s relevant experience is preferable.
• Adept with Microsoft Excel
• Oral and written communication
• Analytical Skills
• Attention to detail.

Job Purpose:

The Financial Risk Analyst will support the Risk Manager in the review of all potential risk factors impacting the company’s objectives by using relevant databases, analytical tools and techniques. He/she will provide periodical, insightful reports to Risk Manager and Chief Risk Officer.

Key Responsibilities:
• Provide support in the assessment of credit risk.
• Proactively monitor and report relevant changes in loan acceptance rates, impairment ratios, concentration risks and portfolio structure
• Compile data to derive key risk indicators including early warning indicators and analyze changes in risk levels
• Perform data mining on databases to detect, analyze and monitor risks
• Actively participate in the implementation and monitoring of risk scorecards
• Review, design and implement risk models using appropriate tools
• Support in the development and maintenance of modelling of IFRS 9 PD, LGD, EAD and macro-economic components
• Validate, research and analyze data to frame and answer ad-hoc analytical questions.
• Provide timely and insightful reporting that accurately identify material risks and emerging risks coupled with detailed analysis of the portfolio
• Support key decision-making processes including, but not limited to, stress testing and performance measurement.

Candidate profile:
• Detail orientated
• Strong numeracy and analytical skills
• Working knowledge of Microsoft Office products, particularly Excel, Power BI, Microsoft Access and applicable database

• Knowledge of SQL
• BSc Finance / Risk Management / Economics / Econometrics / Actuarial Science/ Business Statistics / Computer Science or related field of          study
• At least 2 years relevant experience

Job Purpose:

The Business Development Executive – SME (BDE –SME) will drive the SME proposition to all Corporate and SME customers within his/her proximity reach. He/She will develop and sustain a portfolio of customers, focused on building long-term relationships through providing efficient, reliable service. The BDE – SME plays a key role in guiding business leaders in their selection of best-fit financial solutions to sustain their businesses in an evolving environment.

Key Responsibilities:

• Primarily grow the SME portfolio

• Provide first in class service to all current and potential customers by helping them navigate product selection aligned to their business needs.

• Maintain a wealth of knowledge on current and emerging trends within the SME industry as it pertains to local markets.

• Ensure full product basket is positioned with customers.

• Grow the industry/segment portfolio profitability by identifying new and existing customer potential including sales opportunities and new product promotion initiatives.

• Proactively research, competitive threats/opportunities within the SME market and geographical area.

• Understand requirements and ensure current KYC is collected in creating customer files.

• Develop an intimate knowledge of the local SME market covering diverse industries and relevant regulatory framework.

• With thorough understand of your target client base, assist the SME
manager and Head of SME in development of sales and marketing
strategies.

Candidate profile:
• Ambitious and energetic
• Strong Business Acumen
• Customer Centric
• Strong negotiation and persuasive skills
• Ability to engage with business leaders from various industries.
• Knowledge of the current market and emerging trends
• Understanding of Regulatory guidelines
• Ability to assess Credit Risk
• Excellent verbal and written communication
• Ability to interpret financials.
• Degree in related field
• At least 2 years relevant experience
• Valid driving license

Job Purpose:

The Analyst Programmer will contribute to the development and maintenance of IT programs and systems.

Key Responsibilities:

• Contribute to the collaborative effort of the analysis and design of new systems and applications.

• Performs various coding, debugging and unit testing tasks in support of applications, programs, and systems.

• Contributes to the project definition, and the gathering of the functional requirements through user interviews.

• Design software application to meet defined requirements.

• Testing before deployment of software application and rapidly resolves any problems that occur.

• Testing of existing software and apply fixes and enhances as required.

• Manage deployment process of software applications.

• Monitor performance of software applications and databases and apply emerging technologies and methodologies

• Documentation of projects including preparation of user manuals

• Update IT knowledgebase

Candidate profile:

• Bachelor’s degree in IT

• Ability to learn and master latest programming languages and tools • Practical knowledge of a relational database

• Ability to search solution to complex problems with minimum guidance

• Demonstrate written/spoken communication skills.

• 1- 2 years relevant experience is preferable

Job Purpose:

The Assistant – leasing is responsible for attending to all customer and dealers’ queries and handling request from direct customers, onboarding clients onto our leasing system and performing any other ad hoc administrative duties as may be required.

Key Responsibilities:

• Ensure accuracy of the application file and all mandatory documents as per checklist are present before sending the application for appraisal to Credit underwriting. • Answer client’s query by mail, telephone or in person as may be required. • Support the sales team in the preparation of files for retail, SME and corporate clients. • Extract MCIB reports and submission of reports as and when required by sales team. • Assist clients in the completion of any required documentation. • Ensure regular monitoring of all manual reports. • Follow up of client’s applications for complete and timely delivery. • Provide accurate and timeous feedback to customers. • Ensure follow up of completeness of file (KYC Documents) and ensure timeframes are respected as per flaws monitoring list.

Candidate profile:

• HSC minimum

• 1 year working experience in the financial sector.

• IT conversant • Familiar with Microsoft suites (word, excel) • Good communication skills

• Business acumen

• Analytical skills to understand Financials.

Job Purpose:

The Assistant – SME is responsible for handling requests from walk in customers in the SME Desk, attending to all customer queries and assisting Business Development Executives (BDEs) SME for any other administrative duties as may be required.
Key Responsibilities: • Attending and responding to customer’s query by email, telephone or in person as may be required. • Provide accurate and timeous feedback to customers. • Follow up with departments regarding client’s file and queries. • Support the BDEs SME in the preparation of files for loans, credit cards, leasing, and factoring. • Ensure completeness of file in terms of KYC requirements and all mandatory documents as per checklist. • Be conversant with Elan and eforms or any applicable software. • To ensure that applications are properly recorded on Elan and documents on eforms. • Assist client in the completion of any required documentation. • Assist client in loan agreement signature and standing order. • Ensure that all loan agreements, standing order and physical loan files are submitted to the concerned departments in a timely manner. • To follow up with clients having late payments for their loan agreement. • To liaise with Finance and recovery for proof of payments received from client. • To assist the BDEs SME in identifying other sources of sales. • To participate in any outdoor sales events such as MBN Business Expo or Open days as may be required. • Carry out other cognate task as may be required within the Business Unit. • Ensure best customer service to internal and external collaborators at all times.

Candidate profile:
• HSC minimum
• At least 1 year in a similar job role in a busy working environment.
• Ability to use Microsoft Office tools (Excel, Word and Powerpoint)
• Communication and listening skills.
• Knowledge in business administration