Manager

2 weeks ago

Cape Town, Western Cape, South Africa LRI Invest S.A. Full time

Role summary:

  • As a Manager, you will be working with the Administration Teams in both Jersey and in South Africa. The team is expected to grow to around 10 this year. You will be expected to manage this team with the support of the local SA Management team.
  • Key responsibilities:
  • Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;
  • Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;
  • Assisting the team with new structure and client take on;
  • Participate with and take responsibility for client care focus and take lead CRM for certain clients;
  • Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures;
  • Review of Company Secretarial and administrative work done by team as appropriate;
  • Providing technical support to the team;
  • Joining client calls;
  • Dealing with intermediaries;
  • Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;
  • Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);
  • Reviewing transaction documentation where necessary;
  • Support with onboarding of new investors/clients for the AML process;
  • Proactively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;
  • Identify team training needs and arrange training sessions as appropriate;
  • Maintaining oversight of daytoday operations of team portfolio's and ensuring all team members respond to clients' queries in a timely manner;
  • Attendance when required at client board meetings and the subsequent drafting of complex minutes;
  • Taking the lead on internal projects where required;
  • General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML/DD/KYC, reviews, FATCA, CRS.

Skills / experience:
-
Professional qualification
ICSA, CSSA or equivalent with:Strong Administrative skills; High level of integrity and trust with confidential information; A minimum of 5 years trust or funds experience in a professional environment; Knowledge of offshore regulatory requirements; Proficient user of Microsoft Office suite; Support the company in delivering excellent service; Impeccable written and oral communication skills; Excellent organizational and prioritizing skills; Motivated and driven; Excellent attention to detail and high levels of accuracy. Strong team player

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