Manager - Cape Town, South Africa - LRI Invest S.A.

LRI Invest S.A.
LRI Invest S.A.
Verified Company
Cape Town, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Location:
Cape Town, South Africa


Date Posted:
Apr 11, 2023


Description

Role summary:


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:


  • Hold a professional qualification such as ICSA, CSSA or equivalent;
  • Strong Administrative skills;
  • High level of integrity and trust with confidential information;
  • A proven record of commitment to professional and client services excellence;
  • 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 organisational and prioritising skills;
  • Motivated and driven;
  • Excellent attention to detail and high levels of accuracy;
  • Strong team player.
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