Senior Legal Officer

2 months ago

Cape Town, South Africa TMF Group Full time

**Job no**: 574668
**Work type**: Full time
**Location**: Cape Town, South Africa
**Categories**: Funds, Entity Management
**Office Location**: Cape Town

**About TMF Group**
**TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success**

**Job Purpose**
- Assist with the administration relating to end-to-end dealings with clients to support SSA
- Provide internal and external clients with administration and relevant expertise
- Ensure internal and external clients are provided with an efficient, professional and high-quality services which meets all their obligations

**Key responsibilities**
- Under the supervision and guidance of the Manager, you will primarily be responsible for ensuring overall the effective and efficient delivery of TMF’s services:
**Client relationship management**
- Arrange for signature and timely return of contracts
- Liaise with clients to schedule meetings and resolve diary conflicts as required
- Telephone management and coordination of conference calls
- Channeling of communication to appropriate destinations (timeously)

**Service Delivery**
- Maintain record-keeping processes relating to client information

On quotation:

- Load, update & track progress of all issued quotes on CRM and internal quote systems
- ensure adequate recordkeeping of accepted quotes (including z drive, Sales App, Evo, CRM, etc.)

On quote acceptance:

- update relevant database systems
- Prepare, maintain and update client and subcontractor lists (per ISO requirements)
- In conjunction with the Managing Director or Project Manager, assist with the provision of input in respect of the creation of a client profile and/or file on all core systems including, but not limited to, Evo, TMF network, TimeWare, SecWare, TaxWare, CaseWare, etc., as appropriate
- Assist with the resolution of client queries and coordinate the related communication on a timely basis
- Ensure that all tasks required to effectively onboard a client or subcontractor within required timelines are completed efficiently, professionally, and timeously
- Act as a point of escalation for clients, subcontractors, and within TMF
- Hold the service line teams to account ensuring administrative activities are completed as planned and in line with applicable timelines

**Legal, Risk, and Compliance**
- In conjunction with the Managing Director or Project Manager, prepare the Local Service Agreement (“**LSA**”), Statement of Work (“**SoW**”), amendments, subcontractor agreements, and secure client and/or subcontractor sign-off
- In conjunction with the Managing Director or Project Manager, complete the TMF Group compliance process (KYC) and secure client, subcontractor, or internal sign-off
- Upload updated draft legal agreements on the z drive
- Update the BCP and ISO business processes and procedures as they relate to the business unit
- Implement and maintain record-keeping processes relating to legal documentation and client/ subcontractor information
- Adhere to TMF internal procedures and ensure compliance with TMF’s Risk and Control framework and processes
- Attend and participate in regular and appropriate training on relevant policies, legislation, and regulations affecting TMF, clients and subcontractors

**General**
- Provide exceptional customer service whilst being empathetic with customers
- Identify, map and manage business unit-related projects
- Be an escalation point for operational matters within the business unit
- Execute on agreed deliverables and/or ensure that all deliverables are delivered timeously and according to agreed quality standards
- Assist in the administration and management of ad hoc projects affecting the business unit, e.g. regulatory reporting requirements
- Work closely with other teams in TMF Group, including but not limited to, the HRP team, the Entity Management team, the Accounting and Tax team, and TMF subcontractors, in order to achieve client objectives
- Perform any other tasks or duties as may be from time to time assigned by management

**Key competencies**
- Excellent time management and administrative skills
- Be organized, logical and thorough in the execution of their function
- Be resourceful, independent, and have strong problem-solving abilities
- Deadline-orientated person with the ability to work under pressure
- Ability to multitask and prioritize effectively
- Ability to build and maintain relationships at all levels
- Ability to articulate and communicate complex ideas in a simple and easy-to-understand manner
- Be trustworthy, considerate, and live the TMF values
- Excellent written and comm

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