Full time

Senior Corporate Administrator

  • Not disclosed
  • Added: Jan 25, 2023
  • Closing: Mar 26, 2023

Bolt Talent Solutions Ltd

Ebene, Rivière du Rempart

Job Description

The Senior Corporate Administrator role involves close and regular interaction with all members of the Middle Office Team, Accountants, Compliance Officers and various external business contacts (including banks, investment houses, lawyers, external accountants and property managers/estate agents). The incumbent will report to the relevant Team Leader.

OVERALL PURPOSE

The purpose of this role is the provision of an efficient, professional administrative support service to the Relationship Directors and / Senior Associates across the Relationship Management team.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES
  • Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by
    management
  • Client take on and entity formation/termination
  • Assist with KYC/CDD information collation and system input for client take on
  • Formation of trusts, companies and foundations in any jurisdiction
  • Termination of trusts, companies and foundations in any jurisdiction
  • Assist with transfers in/out of entities from/to other fiduciary providers
  • Assisting in client meeting preparations and efficient follow up of general matters arising
  • Handling documentation and resolutions with regard to transactions and restructures
  • Drafting of resolutions relating to payments and settlements, with assistance from Trustees
  • Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction
    documents and any other documentation required to facilitate action required
  • Preparation of various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required
  • Liaison with other teams in the Group involved in managing client bank account and investment account
    documentation
  • Supporting in the management of compliance issues and maintenance of records ensuring that we satisfy our
    regulatory requirements plus preparation and supply of due diligence on entities administered to third
    parties
  • Assisting Directors, other Senior Associate and other Associates on ad-hoc client requests, administration of
    entities and projects as they arise and close liaison with Team Leader/Senior Associates on all tasks allocated
  • Assisting with work overflow for team members and providing absence cover
  • Assisting Directors, other Senior Associates and other Associates in investment reviews
  • Liaison with accountants to ensure that financial accounts are prepared and reviewed in a timely manner for
    regulatory and tax purposes
  • Continuous review of pending items to ensure timeous follow up and finalization of tasks providing proper
    governance around client structures by gaining an understanding of these structure through assisting with
    day to day activities.
  • This will include ensuring that all documents are correctly filed and systems updated in accordance with the
    Group’s policy and procedures
  • Any other ad-hoc duties that may be required from time to time
QUALIFICATIONS AND EXPERIENCE
  • Has an equivalent degree / professional qualifications like ICSA (Institute of Chartered Secretaries
    and Administrations)
  • Has a minimum of 5 years practical experience in the offshore financial services industry
SKILLS
  • Advanced Microsoft Excel and Word plus basic PowerPoint skills
  • Good numeracy skills and a good commercial awareness
  • Solid administration experience
COMPETENCIES AND BEHAVIOURS
  • Schedules and manages workload effectively to ensure work is completed on time and to the required
    standard, thinks ahead, sets plans to achieve goals
  • Supports and works towards team goals, shares information, is helpful and co-operative, works effectively
    with people outside immediate team
  • Communicates in a clear and relevant manner and ensures that the message is understood, listens
    effectively, written communication is well presented
  • Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility
    and accountability for all client matters including delegated tasks
  • Delivers work of a high standard, output is accurate and error free, productivity is satisfactory and
    consistent. Takes a proactive approach and works on own initiative where possible

About Bolt Talent Solutions Ltd

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