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Team Manager - Fiduciary

Job Title: Team Manager - Fiduciary
Contract Type: Permanent
Location: Mauritius
Industry:
Salary: Attractive
Reference: 4708
Contact Name: Noorina Abdoulraman
Job Published: January 28, 2019 07:15

Job Description

As a gateway to banking, financial structuring and wealth management solutions, our client has been ever present since 2000. We are currently looking for a fiduciary specialist, at managerial level, to join the team.

 

JOB PURPOSE

The purpose of the role is to manage and supervise the day to day   operations of a Team of Administrators  together with supporting an identified group of client portfolios by performing a variety of standardised tasks e.g. activities relative to the creation, management and administration of trusts and companies.

 

RESPONSIBILITIES

  • Manage and develop solution driven outcomes to tasks received.
  • Plan team workflow and distribution to ensure a professional service in line with company policies and procedures and relevant legislation.
  • Monitoring of ongoing work in progress – outstanding issues list.
  • Check PI’s and correspondence of team members.
  • Monitor progress wrt annual review of BVI/Mauritian files including Microgen updates, and monitoring of bank movements (in line with (LBA requirements).
  • Monitor delivery of accounting/PV requirements by client managers and clients, and check that all action points are cleared from statutory and compliance perspective.
  • Monitor status relating to bank reconciliations and bookkeeping on Microgen.
  • Monitor status of filing, archiving and saving.
  • Attend staff meetings and team briefs.
  • Administration.
  • Debt collection.
  • Liaison with clients and client managers.
  • Set up of new company or trust.
  • Liaise with third parties (banks, investment advisors, authorities, etc).
  • Payment instructions.
  • Deal with complex resolutions and issues.
  • Preparation of board and shareholder resolutions.
  • Attendance of board meetings of companies within portfolio.
  • Preparation of minutes of board meetings and action items list for circulation to attendees.
  • Deeds and agreements.
  • Apply compliance and due diligence procedures.
  • Removal/termination of entities.
  • Updating of database and files.
  • Actively coaching of his/her teams in line with the company’s Employee Development System (“EDS”).
  • Check time sheets.

 

REQUIRED QUALIFICATIONS

  • A tertiary qualification is essential;
  • ACCA or ICSA will be an advantage;
  • 8-10  years’ experience within Global business sector  with at least 1.5 years’ experience in leading a team.

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