Job Purpose
Responsible for handling the corporate secretarial work of a portfolio of clients.
Main duties
- Handling the corporate secretarial work of a portfolio of clients & attending to client queries promptly with a high service standard ensuring ownership through to completion
- Preparing and organizing board documents efficiently and promptly & Attending board and other meetings as required
- Ensuring compliance with anti-money laundering procedures, working closely with the compliance team for the proper due diligence in gathering all the necessary data and information for a full new client review
- Proactively resolve clients’ moderate to complex issues and escalate as
- Liaise with external parties such as bankers, auditors, lawyers’ regulatory bodies, and related authorities for permits and
- Coach junior members of the team in all areas of their
- Maintaining proper and complete files for each client (physical file and OVP)
- Daily and effective input on timesheet or any time management system &ensure that the required information is uploaded and updated on the relevant internal systems in place & monitor the debtors
- Act as Authorised Signatory of STML & STSML, Bank Signatory on STML, and Director on STML’s corporate structure (mainly GBC)
- Any other cognate duties that may from time to time be required which are appropriate to the role and business
Qualifications:
- Bachelor’s degree in business administration, finance, or a related field
- Relevant professional certifications, such as STEP or ICSA
Experience:
- 5-7 years of experience in trust and corporate administration
- Knowledge of relevant laws and regulations
- Experience managing client
Skills:
- Strong communication and interpersonal skills
- Attention to detail and accuracy
- Ability to multitask and prioritize
- Proficiency in relevant software and systems
- Analytical and problem-solving skills
- Understanding of financial statements and accounting principles
- Ability to work independently and as part of a
The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company’s business.
The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak work periods or otherwise to balance the workload.
The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company. We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). We ensure that no member of staff or any job applicants are treated less favourably than anyone else.
Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.
