Job Description:
The purpose of the role is to establish the reputation of OAK as a client focused business who meet and exceed client expectations. The role is part of a small team, within the New Business function, and requires the post holder to work independently and collaboratively across the business. The job holder will be responsible for a range of New Business tasks including assisting in the transfer process, analyzing CDD and managing the Occupation Permit application process. The ideal candidate should have at least 2 years’ experience in relevant industry, is a degree holder, has good knowledge of the global business and fiduciary services sector and in particular the products and services Oak offer. Should also have a sound understanding of the legal and regulatory requirements applicable to Oak Mauritius, in particular the anti-money laundering framework in Mauritius. The successful candidate must be willing to travel daily to the Oak office located at Uniciti, Cascavelle.
Job Description:
The purpose of this role is to support the Marketing Executive, Head of Sustainability and CTO in the delivery of engaging communications, ensuring consistency of the Oak brand and assisting with group wide sustainability initiatives and reporting.
This role requires a digitally-savvy and motivated individual capable of driving forward initiatives with a keen interest in sustainability.
Having an eye for detail, creative flair and an aptitude for leveraging digital and design technology is required for this role, as well as having experience in digital marketing such as social media, SEO, email and content marketing.
Study towards a relevant professional qualification will be fully supported.
The successful candidate must be willing to travel daily to the Oak office located at Uniciti, Cascavelle.
Job Description:
The purpose of this role is to work as part of a small team helping to deliver change projects, solving business issues, driving efficiency and change across the group, with a focus on data and reporting.
This role requires a reporting-savvy and motivated individual capable of Implementing change with experience in project management.
Having 3-5 years experience in a similar role within the finance industry is required for this role, as well as having the ability to work with data, utilising tools such as Alteryx, PowerBI, SSRS, SQL and other data visualisation technologies.
The successful candidate must be willing to travel daily to the Oak office located at Uniciti, Cascavelle.
About the job:
Rogers Capital Corporate Services is looking for a Senior Corporate Administrator to carry out and manage all the administrative and corporate services duties for a portfolio of clients with varying level of complexity and assists Team leader/Manager in the day to day administration of portfolio of global business client companies.
Your role:
- Assist Team Leaders/Manager with ongoing interaction with clients and business partners.
- Handle complex structures / clients and high profile clients and ensure the expectations of the clients are being met within the agreed deadlines.
- Review Administrators’ work – including coaching them. Provide guidance and ensure they always comply with statutory regulation and company’s policy and procedures.
- Carry out day-to-day administration including corporate work, organising board meetings, preparing board packs, attending board meeting, if required and drafting of minutes.
- Statutory filing – Ensure records are properly maintained and compliant with local legislations including file reviews/KYC updates, conducting due diligence, etc.
- Filing, Scanning of Statutory Files and updating of information on relevant system within the set deadlines.
- Provide support on clients’ requests. Ensure all transactions pertaining to the management of the clients’ affairs are executed promptly and efficiently.
- Liaise on an ongoing basis with clients and business partners.
- Handle a portfolio of clients being GBC1, GBC2, Trusts and foreign companies.
- Deal with authorities, banks, auditors and other service providers.
- Provide information / statistics as may be required by Team Leader/Manager and other departments within set timeframe.
- Ensure compliance with all relevant regulations, laws, guidelines,including internal policies and procedures ,etc.
Your profile:
- Bachelor Degree Law and Management, Economics, Management, Business Administration or related field
- At least 4 years working experience in a similar position
- Strong interpersonal skills
- Excellent communication skills (written or oral) both in French and English
- Good relationship management and team spirit
Role Profile: Senior Executive – Accounting
Level : Level 3A
Reporting line: Manager
Department: Corporate & Private Wealth Services
Role Summary:
The Senior Executive – Accounting, in the Corporate & Private Wealth Services Department, will be responsible to supervise Executive(s), overseeing a defined and varied set of Accounting services deliverables for a sub-portfolio within the Department under the supervision of the Manager
Nature of work and contribution:
- Attend to accounting tasks for a sub-portfolio of clients (including complex structures) under the supervision of the reporting line (s);
- Supervise the Executive(s) in the team, ensuring relevant workload is reviewed, organised and allocated appropriately to meet target deadlines;
- Review of work of the executives on the day-to-day matters as delegated by the immediate/subsequent reporting line(s);
- Act as direct liaison for day-to-day accounting issues for the portfolio of clients; reporting any accounting or support incidents, breaches or relevant matters through the immediate/subsequent reporting line(s);
- Attend and ensure all accounting tasks and support requests are delivered accurately, efficiently and in line with all associated and relevant Policies, Procedures and Regulation;
- Attend to input of accounting and financial transactions on NAVISION for client entities
- Perform reconciliations necessary for the preparation of financial summaries/management accounts/financial statements in accordance with IFRS for client entities
- Attend to the auditors queries for yearly audit of the client entities;
- Attend to surveys from FSC and other statutory bodies;
- Attend to any other duties related to accounting for the entities in the portfolio;
- Be proactive and provide prompt, excellent and professional accounting services;
- Comply with the internal control and audit standards;
- Work with immediate/subsequent reporting line(s) to ensure all internal/statutory deadlines are met, as applicable;
- Assist the reporting line (s) to attend to queries from other internal departments
Knowledge, skills & experience:
- Bachelor degree in Accounting and/or level 3 ACCA
- Between 3-5 years work experience in a similar position
- Knowledge of Microsoft Office tools
- Knowledge of accounting standards
- Sound knowledge of Companies Act, Financial Services Act and relevant legislation affecting the Global Business Sector in Mauritius
- Good communication skills (written and spoken English)
- Strong work ethic, professional and team player
- Quick learning ability to new systems and operational procedures
Purpose of the Job:
Reporting to the Information Security Manager (Mauritius), the post-holder will be part of and support the Information Security Team.
- This role involves providing the necessary support to the Information Security Team to carry out information security tasks.
- To carry out and contribute information security tasks in accordance with Group standards and industry best practice to support Ocorian information security posture.
- To utilize information security tools for reporting.
- To produce and maintain detailed report or documentation within specific timeline for reporting.
- Where the role involves interactions across Ocorian, the ability to work logically and efficiently with excellent communication and reporting skills are necessary.
Main Responsibilities
- To analyse systems to protect data from unauthorized users and monitors compliance with the Group information security policies and standards.
- To identity vulnerabilities applicable to systems and applications to assess their severity and urgency.
- To work with Group IT Team to track corrective action, resolution progress, and mitigation of vulnerabilities.
- To utilize information security tools such as automated vulnerability scanning tools amongst others.
- To support the implementation of Group Ocorian information security policies and standards.
- Conduct Information Security audits for the Group information systems with reporting.
- Be a team player and assist other members of the Information Security Team including the sharing of knowledge and skills.
- Be proactive, manage expectations and keep Information Security Team regularly updated on the progress.
- Where this includes working with colleagues across the business, regularly reporting to the Information Security Manager on information security task.
- And any other such duties that might be reasonably required for this role.
ASSIST THE COMPANY SECRETARY ON THE FOLLOWING;
• Preparing the various statutory paperwork in respect of clients under her portfolio as well for Axis Group of Companies;
• In all matters and paperwork in respect of Board meetings for clients under her portfolio as well for Axis Group of Companies, including taking minutes as and when required;
• To oversee the archiving/shredding department;
• In liquidation assignments;
• In her role as the Corporate Governance Champion;
• In the implementation of all systems and procedures;
• For the ISAE 3402 yearly assessment exercise; • For the Design and implementation of disaster recovery and business continuity plans;
BE RESPONSIBLE FOR;
• Scheduling meetings with the directors/managers and other parties;
• Conducting research to identify training courses;
• Filing and retrieving organizational documents, records and reports;
• Creating and modifying documents such as reports, memos, letters, spreadsheet etc.;
• Liaising and filing statutory documents with the relevant authorities such as the ROC, Registrar General , MRA & the FSC in an effective and efficient manner;
• Follow up on matter arisings;
• Inputting & Updating information on all the relevant systems in place on a regular basis;
• Inputting & Updating timesheet or any time management system;
• Performing general clerical duties to include, but not limited to, copying, faxing, mailing and filing;
• Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.
Key Responsibilities:
• Oversee and review all deliverables of BD Associate and ensure all is getting done in a timely basis;
• Coaching and grooming of BD Associate.;
• Develop, maintain and update a list of AXIS referral partners;
• Work with Senior BD executive and Associate Director Business Development on how to enhance relationship with referral partners;
• Research and preparation of article(s), technical factsheets, presentations and other related technical documents as agreed with reporting line;
• Work with reporting line for release of technical newsbites as and when required;
• Update product factsheets and all technical papers as required;
• Update AXIS presentations as and when required;
• Provide support to our marketing & communication cluster, as and when required, for our advertising and promotional efforts;
• Work closely with reporting line for all leads;
• Handle leads requests under supervision of reporting line;
• Follow up on all potential leads;
• Preparation of proposals for all new leads and send to them, and chasing them to convert them into successfully business;
• Assist reporting line to prepare structuring notes and email to leads, intermediaries and referral partners;
• Carry out research and project work as required;
• Preparation of business trips, including research work on key markets and potential intermediaries;
• Assist reporting line in our BD initiatives to generate new leads and new business.
• Follow up on emails post business trips;
• Handles all affairs of the BD team in absence of reporting line under the supervision of COO or MD;
• Updating of information on all the relevant systems in place on a regular basis;
• Inputting of data on the relevant internal systems- scan and upload documents on any relevant system in place;
• Assist in setting up, coordinating and making arrangements for meetings and conferences;
• Prepare agendas and meeting packs;
• Assist the team in the preparation of quotes through research and compilation of data;
• Prepare responses to correspondence containing routine inquiries;
• File and retrieve organizational documents, records and reports – physical files & on DMS;
• Create and modify documents such as reports, memos, letters, spreadsheet etc.;
• Any other cognate duties and any other items as assigned by Associate Director BD, COO or MD.
Requirements
Strong academic qualification related to the Financial Services industry such as Law, Accounting, Finance and tax or a Professional Qualification (ICSA/STEP);
• Experience in the legal or financial services sector for at least 3 years;
• Good Knowledge and understanding of
o Legal and Regulatory framework, including Codes, FIAMLA Act, GBC, AC and KYC Standards;
o Company Secretarial duties and Board matters;
o Corporate and Trust Administration Functions, Compliance and Good Governance principles;
• Good understanding of the regulatory laws involved in servicing a variety of clients with portfolios of various complexities;
• Experience in international structuring through the use of International Financial Centers;
• Good experience in promoting Mauritius as an IFC;
• Good understanding of legal structures and of their use in the Mauritius IFC.
Skills
• A good propensity for sales & marketing;
• A strong leader with the proven ability to build strong relationships with relevant parties;
• Has excellent customer service skills;
• Has strong planning, organizing and coordinating skills backed by sound time management skills;
• Is analytical and is able to produce accurate, clear and concise work;
• Can juggle between priorities efficiently to deliver within set deadlines;
• Is committed, confident and results-oriented;
• Display sound judgement when resolving issues and taking decisions;
• Has excellent written and verbal communications skills in both English and French;
• Is a team player and can collaborate effectively with stakeholders;
• Is autonomous, self-disciplined and can productively work remotely;
• Is able to operate in a fast moving, demanding and high-pressure environment;
• Is a quick learner with the ability to apply knowledge appropriately.
• Highly organized with an independent personality that is effective and working independently and in a team environment.
