• Full Time
  • Guernsey
  • field_60707606f7993 USD / Year

Website Belasko

Key responsibilities:

Client Administration

  • Maintain secretarial, governance and transactional oversight and control of a cross section of client entities.
  • Maintain a high level of communication and interaction with clients, investors and advisors as required.
  • Maintain excellent client relationships.
  • Drafting of minutes/resolutions for Client transactions.
  • Review of Financial Statements.
  • Oversee transactions undertaken by client entities whilst involving the Assistant Manager and/or Director where necessary.
  • Assist in onboarding new client entities including collection of correct due diligence.
  • Ensure client requests and ad hoc queries are dealt with efficiently and timeously.
  • Take responsibility for ad-hoc projects as requested.
  • Ensure secretarial and governance deadlines applying to client entities are met.
  • Contribute where appropriate to the oversight, control and development of policies, procedures and checklists relevant to the administration of client entities.
  • Review of organisation of board meetings and review &/or preparation of relevant client entity board meeting packs, attendance at meetings and drafting or review of accurate board minutes.
  • Overseeing transactions through to completion.
  • Review of statutory filings on the Guernsey Registry and UK Companies House.
  • Dissolution of entities.
  • Delegation of work to Junior Administrator (if applicable).
  • Authorised Signatory responsibilities in due course (documentation and banking).
  • Data Management System control – maintenance of NavOne records for clients.
  • Client take on – including preparation and collation of AML, FATCA/CRS and Risk Matrix.
  • Involvement in provision of trustee services to trusts.
  • Liaison with client/Lawyers/Auditors/Directors/Banks/HMRC/Tax advisors/Suppliers.
  • Review work prepared by peers or junior team members as appropriate.
  • Payment Input / Cover.
  • Monitoring payment e-mails and managing status.
  • Liaison with clients for payment call-backs and funding requirements
  • Responsibility for the supervision and training of relevant administration team members.
  • Other tasks as necessary.

Fiduciary Function Management

  • Participate in and contribute to Fiduciary Team meetings.
  • Liaise with and maintain positive relationships with contact firms whether they undertake work on the Belasko Group and/or its client entities or not.
  • Identify opportunities to expand services to existing clients and new business possibilities.

Qualifications, Skills & Experience

Required:

  • Integrity, honesty and professionalism.
  • Excellent interpersonal and communication skills with the ability to deal effectively with all levels of staff, management and shareholders within the Belasko Group as well as clients and third party service providers.
  • Proactive, solution focused and self-sufficient.
  • Deliver work of the highest standard with attention to detail.
  • Ability to achieve goals and deadlines where operational considerations may compete.
  • Be able to work both autonomously and as part of a team.
  • General understanding of Guernsey company law and GFSC regulations.
  • Understanding of general corporate principles.

Preferred:

  • Hold or be studying for ICSA or STEP qualification.
  • Familiarity with the Guernsey legal and regulatory environment and in particular the AML/CFT Handbooks.
  • Use of different Data Management Systems.
  • Internet banking/payment systems

To apply for this job email your details to hr@belasko.com