Primary Duties and Responsibilities
- Responsible for managing client portfolios and guiding them on corporate services, including setting up and administering corporate structures and other corporate governance services.
- Work directly with clients to analyze and interpret regulations, procedures, and documents related to their legal and fiscal opportunities.
- Actively participate in growing and marketing the business, both by expanding existing client portfolios and developing new business through client referrals.
- Administer a portfolio of companies, limited partnerships, and trusts in accordance with applicable legislation.
- Monitor, manage, verify, and approve the preparation of minutes for shareholder meetings (Ordinary or Extraordinary), proxies, and attendance lists.
- Coordinate issues related to taxes, administration, and banking of client companies with the Client Accounting Department.
- Fully understand the client's activities and ensure that any actions taken are consistent with the company’s purpose and legal framework.
- Manage companies to ensure that all client file information is correct and up-to-date.
- Monitor productivity and chargeability on a weekly basis, reviewing performance against targets to ensure that financial and client targets are met.
- Accurately record chargeable time and the value of services using Maconomy to facilitate timely invoicing.
- Ensure all correspondence is signed in accordance with the signatory authority list.
- Address payment problems and collect outstanding invoices.
- Adhere to “Know Your Customer” rules and ensure client operations are within relevant compliance frameworks.
- Comply with internal procedures for recording client and company data and maintain up-to-date local office policies and procedures in alignment with regulations.
- Act as a trusted advisor to clients, following the company's regular client contact and communication guidelines to build long-term relationships.
Other Duties
- Undertake roles such as director, trustee, nominee, manager, partner, secretary, authorized signatory, or similar positions in internal or client entities of the Amicorp Group as required by Management.
- Perform other duties related to the position as agreed with Management.
Candidate Profile
- Bachelor or Master Degree in Law, Business, Accounting, Tax, or another business-related field; additional relevant qualifications would be desirable.
- At least 4 years of relevant working experience within the corporate services business and/or financial services sectors (preferably with international exposure). Additional relevant company secretary or company law qualifications would be highly beneficial.
- Good understanding of key financial services and industry-related legislation. Familiarity with international requirements—e.g., CRS, FATCA, BEPS, GAAR, ESR—that affect clients and entities in target markets.
- Strong commercial mindset; takes initiative, is positive and proactive, dedicated, focused, and revenue and target-driven.
- Excellent organizational, interpersonal, and communication skills.
- Excellent client-facing skills. Well-developed spoken and written communication skills with the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
- Strong analytical and problem-solving skills; solution-driven, highly organized and detail-oriented with good decision-making and time management skills. Independent, hands-on, and accountable for delivering solutions and results.
- Ability to adapt and work in a smaller, dynamic local team environment, along with being part of a larger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.
- Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.
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