KEY RESPONSIBILITIES:
STEER UP YOUR CAREER IN THE RIGHT DIRECTION!
Driven by fiduciary specialists with proven industry expertise, AXIS provides the right environment for emerging ambitious talents to acquire quality knowledge and skills through continuous learning and professional development initiatives. To further support your career aspirations, you will be offered an enhanced training programme under our Axis Academy and / or sponsorship in professional courses like ACCA, ICSA or STEP.
YOUR ROLE:
As an Associate Client Executive, you will work closely with the Client Executive and any other member of the team as assigned by the head of department and your core assignments consist of;
• ensuring that all transactions/assignments are executed timely and efficiently;
• assisting on corporate and trust administration duties and any other related matters;
• coordinating with relevant authorities as & when required;
• executing and monitoring bank transfers, payments, FX transactions;
• preparing client information packs and account opening forms;
• coordinate & organize meetings and prepare related documents;
• following up on client correspondence such as letters, faxes, emails, client telephone calls;
• maintaining comprehensive and up to date client, business and transaction records on interaction with clients at all times;
• filing, updating client information on relevant internal systems;
• daily and effective input on timesheet or any time management system;
• ensuring that necessary filings are made as per the Legal & Regulatory framework within the prescribed deadline;
• familiarizing and adhering to internal policies and procedures;
• any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.
REQUIREMENTS
* A Good HSC or a degree in law and management / business law would be advantage
* Good fluency in English & French & can read and write effectively in both languages
* Ms. Office conversant (word & e-mail)
* A pleasant personality and a desire to learn and grow
* Self-disciplined, well organized and time conscious
The corporate administrator shall be responsible for the day-to-day administration of portfolio of client entities of GBC, Authorised Companies, Trust, Foundation and Domestic companies.
Duties and Responsibilities
- Manage a portfolio of companies under the supervision of senior staff;
- Perform the day-to-day administration of the companies, and monitor compliance of files, according to the relevant laws of Mauritius and of our internal procedures;
- Draft and prepare minutes of meeting, resolutions, prepare board packs;
- Attend clients’ payments requests
- Prepare and file statutory documents with the relevant authorities;
- Liaise with external parties such as regulatory bodies, banks and auditors, as well as with clients.
- Any other duties as may be assigned by Management.
Qualification
- Degree Holder in Management or Finance or ICSA or any other relevant field;
- At least 3 years working experience in a Management Company as administrator;
- Good communication skills, spoken and written (English & French)
Others
- Ability to work in a team and in a dynamic environment
- Able to work under pressure and meet tight deadlines;
- Be well versed with the MRA Rules, Companies Act, Financial Services Commission Guidelines, Trust Act and other related Acts and Regulations.
- Knowledge on AML CFT
- Flexible to travel abroad for client meetings (expenses to be borne by Alliance Financial Services)
Key Skills And Traits Would Include
- Organizational and time management skills
- Excellent communications skills, written and spoken, with clients
- Attention to detail and risk assessment
- Flexibility and adaptability in a dynamic environment
- Ability to form part of a team
Duties
- Assist the Senior Corporate Administrator in the provision of corporate services to clients
- Responsible for drafting payment instructions, manually and on internet banking, preparing checklists for inwards and outward transfers, ensuring supporting invoices and documentations are in order;
- Doing the statutory filings and timely follow ups with the relevant authorities;
- Ensure that client, local, international and industry specific requirements are met and legal updates shared;
- You will maintain data and ensure proper reporting and record keeping (both physical and on the software)
- You will assist in a daily office work with preparing various reports and drafts for outgoing and incoming mails/documentation
- You will fulfil other administrative tasks as and when required
Requirements
- You have a university degree in the field of Administration or Legal /started a professional qualification;
- 1+ years of experience in provision corporate services to international clients
- You are fluent in English and French (written and spoken);
Job Description
Main Responsibilities:
– To manage and be responsible for the day-to-day corporate duties of client entities and being the direct point of contact;
– Attend to client queries in a timely manner with a high service standard, ensuring ownership through to completion
– Ensure all transactions pertaining to the management of clients’ affairs are executed timely and efficiently and proper checks from Compliance department are done
– Prepare, when applicable, and review written resolutions for the approval of transactions (including investments, restructuring, disposal of investment, etc.)
– Prepare, when applicable, and review board packs including attending board meetings (preparation of minutes and follow up on actions)
– Review payment instructions both manually and via internet banking
– Build and maintain good relationships internally with juniors, peers and senior management
– Attend client meetings with manager as and when required
– Ensure that necessary filings as per the legal and regulatory framework are made within the prescribed deadline
– Ensure compliance with internal systems, procedures and processes
– Train junior staff on corporate administration duties
– Any other duties that may from time to time be required, which are appropriate to the role and business requirements
Requirements
- Degree holder in administration or legal and/or ICAEW/STEP part or fully qualified
- 5+ years’ experience in the financial services sector and/or in a management company
Key Competencies
- Good interpersonal skills to ensure effective working relationships with colleagues within a global team and training the junior administrator;
- Maintain and develop a wide knowledge and understanding of corporate administration generally, to include anti-money laundering, compliance and relevant legislation.
- Well organised, with an ability to prioritise work and capable to multi-task/work under tight deadlines
- Proficiency in MS office applications (Word & Excel)
Role and responsibilities of the job position:
• Attend to corporate secretarial functions.
• Attend board and other meetings as required.
• Attend to clients’ queries in a timely manner thereby ensuring a customer centric approach with a high level of service.
• Responsible for incorporation of clients’ entities for instance ROC and FSC application process.
• Drafting of minutes and resolutions.
• Responsible for preparing and organising board documents in an efficient and timely manner.
• Instructing payment, statutory filings /returns and ensure a timely delivery.
• Act as a trainer and coach for other team members on the technical aspects of the job requirements.
• Liaise with related authorities for permits and licenses.
• Maintain proper and complete file for each client, both physical and on the server as well as update on NavOne.
• Ensuring compliance with anti-money laundering procedures, working closely with the compliance department for the proper due diligence in gathering all required data and information for a new client review.
• Daily update of timesheet on NavOne.
• Working closely with the accounting department for invoices and payments.
• Preparing client’s invoices as part of the billing process.
• Any other cognate duties that may from time to time be required.
Criteria & Experience required:
• A Degree in Law and Management or a Professional qualification (ACCA/ICSA/STEP);
• At least 5 years of working experience as a Corporate Administrator Or 2 years in a Senior Corporate Administrator’s role within the Global Business Sector;
• Strong organisational and resource management skills.
• Ability to maintain a high level of confidentiality.
• A Team player.
• Ability to work in a demanding and high-pressure environment.
• Excellent verbal and written communication skills.
• Excellent company secretarial skills with the ability to draft and review complex minutes, resolutions and other documents.
• Computer literate
