Manager - Cape Town, South Africa - Apex Group
Description
ManagerLocation:
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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