Officer - Corporate Services
Following a merger with Estera in early 2020, Ocorian is one of the largest providers of fund, corporate and private client services in the market, recognised by our clients and the industry for exceptional client service and value and known for strong and sustained growth.
As a combined business we manage over 17,000 structures for 8000+ clients with a global footprint operating from 18 locations, scale which offers all our people great opportunities to develop their knowledge and skills and to progress their careers.
Job Title: Client Service Unit Officer
Department: Client Services
Services: Corporate Services
Reporting To: Manager or any other designated person
Purpose of the Job
Provide administration and company secretarial services to a portfolio of client entities under the supervision of the Senior Officer and / or Manager and in strict adherence to the policies and procedures of the company.
Conduct the following within prescribed deadlines:
– Conduct the day to day Management and Administration of a portfolio of clients in Corporate Services Unit
– Ensure completeness of due diligence documents for a portfolio of clients according to Ocorian Policies and Procedures.
– Lodge statutory filings.
– Draft simple board resolutions.
– Open and maintain clients’ bank accounts.
– Process payments and banking instructions.
– Carry out the application and renewal of Tax Residency Certificates.
– Carry out the application and renewal with the Data Protection Office.
– Compile board packs for Board Meetings.
– Attend board meetings and draft minutes for low complexity client entities.
– Carry out the annual / special meetings for low complexity client entities.
– Execute the Company Secretarial and Administration processes whilst ensuring an optimal level of efficiency and productivity at all times.
– Educated to A level or equivalent;
– Completed first degree in a relevant field or ICSA Level 1 or ACCA Level 2 or any professional qualification related to the Global or financial sector.
Knowledge, Skills and Experience
- Ability to learn CBRIS and any IT Systems related to the job.
- At ease with the use of technology necessary for conducting board meetings.
- Able to use independently the internal booking facilities when organising meetings.
- Microsoft Office Proficiency (Intermediate level).
- Having a minimum of 1 year of relevant working experience.
- Performance & Execution.
- Interpersonal Relationship.
- Problem Solving & Analysis.
- Coping with Pressure and Setbacks.
- Learning & Researching.
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
· We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
· We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
· We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.