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Senior Client Executive

Axis Fiduciary Ltd · Moka

New
Senior 🇬🇧 English

Job description

About the role

This role provides high-quality, timely service to clients, covering corporate secretarial work, compliance with anti-money laundering procedures and due diligence, and handling client queries through to completion. It also involves incorporating client entities and liaising with external parties such as bankers, auditors, lawyers and regulators.

Key responsibilities

  • Ensure timely, precise and high-quality service delivery to all clients
  • Ensure compliance with anti-money laundering procedures and work with the compliance team on due diligence for new client reviews
  • Handle corporate secretarial functions: draft minutes and resolutions, prepare and organise board documents, attend board and other meetings
  • Instruct payments, statutory filings and returns, and ensure they are delivered on time
  • Resolve client queries proactively, escalating moderate to complex issues as needed
  • Handle incorporation of client entities, including the ROC and FSC application process
  • Liaise with external parties such as bankers, auditors, lawyers and regulatory bodies, and with authorities for permits and licenses
  • Maintain complete client files physically and in the DMS, and keep daily timesheet entries
  • Prepare client invoices as part of the billing process and ensure filings meet legal and regulatory deadlines
  • Upload and update information on internal systems, and ensure the portfolio complies with the applicable legal framework
  • Train, guide and coach team members, identify their training needs and build good relationships internally

Required profile

  • Degree in Law and Management or a professional qualification (ACCA/ICSA/STEP)
  • Either 4 years of experience as a Corporate Administrator, or 2 years in a Senior Corporate Administrator role within a management company
  • Excellent knowledge of the legal and regulatory framework
  • Ability to work in a fast-moving, high-pressure environment and to keep confidential information secure

Required skills

  • Company secretarial skills, including drafting and reviewing complex resolutions, minutes and documents
  • Analytical and problem-solving skills
  • Excellent written and verbal communication, with good grammar, spelling and proofreading
  • Organisational and multi-tasking skills
  • Computer literacy: Microsoft Word, Excel, PowerPoint and Outlook

Questions fréquentes

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Published 3 hours ago

Expires 1 month from now

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Axis Fiduciary Ltd

Moka