Client Executive
- Plaine Wilhems
- Negotiable
- Permanent
- Added 29/05/2017
- Closing 16/06/2017
Adecco is an International HR and Consultancy firm.
Our client, a fiduciary company, is looking for a Client Executive.
Our client, a fiduciary company, is looking for a Client Executive.
Reporting to Senior Client Executive, the successful candidate will provide a high standard of customer service to clients.
Main responsibilities:
- Assistance in ensuring all transactions pertaining to the management of the clients’ affairs are executed timely and efficiently.
- Corporate and Trust Administration duties including but not limited to corporate secretarial functions, the preparation of meetings, drafting of minutes/resolutions, instructing payments, undertaking regulators periodic risk reviews.
- Liaison with external parties such as Bankers, Auditors, Lawyers and Regulatory bodies.
- Liaise with relevant authorities with regards to permits, licenses etc...
- Develop and maintain relationships with internal departments of the Company including Fund, Compliance & Accounting to timely and effectively support the clients’ activities.
- Communicate effectively with all levels of management, other departments, business areas and clients.
- Maintain accurate data for all client enquiries and regularly update personal workload.
- Execution and monitoring of bank transfers, payments, FX transactions.
- Preparing client information packs and account opening forms.
- Preparation for meetings, booking meetings, preparation of documents for the meeting.
- Drafting of resolutions – from simple to complex.
- Following up on client correspondence such as letters, faxes, emails, client telephone calls.
- Maintain comprehensive and up to date client, business and transaction records on interaction with clients at all times.
- Document filing, updating client information on relevant internal systems.
- Daily and effective input on timesheet or any time management system.
- Attend client meetings with Manager as and when required.
- Ensure compliance of portfolio with applicable legal framework.
- Ensure that necessary filings as per the Legal & Regulatory framework are made within the prescribed deadline.
- Familiarize and adhere to internal policies and procedures.
- Provide relevant training to subordinates.
- Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.
Qualification:
- Either a Degree in Law and Management or a Professional qualification (ACCA/ICSA/STEP).
- Good Knowledge of legal & regulatory framework.
- A minimum of 3 years of working experience in a similar position within a Management Company.
Candidate profile:
- Good analytical and problem-solving skills.
- Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, reports, instructions) with good grammar, spelling & proofreading skills.
- Strong organizational and multi-tasking skills.
- Ability to work in a fast moving, demanding, high-pressure environment.
- A high level of accuracy and attention to detail.
- Highly motivated with the ability to work well as an individual and from their own initiative as well as being able to work in a team environment.
- Ability to maintain high level of confidentiality.
- Computer Literate: Ms. Office Word, Excel, PowerPoint & Outlook. Ent, etc).