The Team Leader - Corporate Client Services will perform various administrative and secretarial activities to assist with the administration of trusts and corporate client affairs as well as supervision of team members.
The Team Leader - Corporate Client Services will perform various administrative and secretarial activities to assist with the administration of trusts and corporate client affairs, as well as assisting with certain aspects of the management of and supporting the other members of the trust and corporate team and, where necessary, other teams in the offices.
Required Experiences:
•Minimum of five to seven years’ current experience in trust and Fund administration including experience in administration, accounting, audit assistance, tax filing, experience of leading or assisting with the management of a small team and intermediary relationship management skills.
Sound knowledge of the regulatory and statutory requirements surrounding the day-to-day administration and management of entities including Global Business, Domestic, Trusts etc…
The Team Leader Corporate Client Services will be expected to:
Provide additional managerial and administrative support to the Corporate Clients Transactional Services team and other teams in the office such as:
- Planning;
- Organizing;
- Staffing;
- Controlling.
Management and administrative support in relation to the Corporate Client Transactional Services workgroup regarding:
- Ensuring that required procedures and templates are in place and applied;
- Ensuring all systems are updated and utilized to their maximum;
- Supervising and implementing local office, service line and team projects;
- Supervising an on-going client review programme;
- Reviewing team workloads and ensuring that workloads are properly balanced;
- Monitor and manage the performance of the team as well as individual team members, including setting up KPI aligned to job description and development of staff;
- Ensuring staff are fully utilised;
- Ensuring back-up is in place in case of staff being on holiday, ill or absent for other reasons;
- Coordinating staff development and training;
- Assessing operational risk and working on solutions to mitigate same;
- Monitoring of and reducing operational errors;
- Compliance/ risk monitoring and management;
- Assisting in compiling budgets;
- Ensuring staff deal with internal requests in a timely manner;
- Managing performance within the team
- Attending to the administration of trusts, corporate client affairs and related matters, including but not limited to:
- Implementing instructions from the Trustees, Key Account Managers, Trust and Corporate Administration Manager;
- Written and telephonic communication with intermediaries such as investment managers and banks (client and intermediary relationship management);
- Attending to the compliance requirements of the Financial Services Commission, Registrar of Companies, Mauritius Revenue Authority, and other compliance requirements, including but not limited to Global Tax Reporting etc…,
- Ensuring data are captured appropriately onto our client administration system;
- invoicing fees, billing and debtors management – review of timesheets, pre-bills of the team etc…;
- regular file reviews;
- assisting with or attending to the preparation of trust and corporate documents;
- Review of board packs, attending board and/or shareholder’s meeting, and ensuring all the formalities pre and post meetings have been adhered to;
- Working with colleagues based in other offices;
- Assisting with general trust and corporate client administrative functions such as compliance with regulatory legislation (including but not limited to the Financial Services Act 2007, the Securities Act 2005 , the Companies Act 2001, the Trust Act 2001, the Financial Intelligence and Anti Money Laundering Act 2002, the Income Tax Act 1995, FICA, FAIS), the use of various IT systems, banking administration and so on;
- Managing specific projects in the office as and when they arise;
- Review of management accounts, financial statements and financial summaries and attend to audit meetings to ensure prompt resolution to queries and conclusion of audit;
- Review and submission of all tax returns as are required under the tax regulations enacted under the Laws of Mauritius;
- Planning and monitoring of audit timetable to ensure audits are completed within client and statutory deadlines;
- Monitor and assist the accountants with their accounting tasks to ensure accuracy, completeness and quality of work being produced within the deadlines set by the client.