Job number: 1336 | Department: Fiduciary

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Assisting on the onboarding process as required which may include but is not limited to the completion of new business workflows and system updates, collection and review of customer due diligence, Integra submissions, preparation and filing of incorporation documents with the Registrar of Companies and post incorporation tasks
• Assisting on communications with the Registar of Companies and Bermuda Monetary Authority, and required filings
• Assisting on communication with the new client contact or AGS referral contact surrounding the onboarding process
• Assisting on the preparation of relevant incorporation/formation materials and organisational minutes/resolutions, and statutory documents
• Work closely with compliance team to ensure compliance with all relevant AML/ATF regulations for all new business
• Liaise with Billing and Finance to ensure timely billing of new business matters
• Meet business and client deadlines and take on administrative tasks necessary to deliver service excellence to our clients and proactively look for opportunities to improve systems and processes to increase efficiencies
• Assist data entry for pipeline reporting and meetings
• Proactively take on and support additional responsibilities and administration tasks as required by Management and our clients

 

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:

• Experience working for a Trust or Corporate Services Provider in a similar capacity
• Certificates in Corporate Procedures I and II would be an asset
• Must be highly organised, with strong written  and verbal communication skills
• Experience with Viewpoint administration software would be an asset
• Must have excellent inter-personal skills to promote a team environment
• Must have excellent time management and decision-making skills to meet tight deadlines with minimal supervision