Business: Client Support Services – Registered Office Team
Contract: 12 months
Salary: to HKD30,000 per month depending on experience
Summary:
We are seeking candidates with 1-3 years working experience (no more than 5 years), preferably in company secretarial, BVI/Cayman registered office/registered agent services
Description:
- Deliver quality with a high level of operating efficiency and compliant companies under the guidance of supervisor on setting up and maintains of BVI and Cayman companies / trusts which the Team provides RORA services.
- Arrange timely billing and collection of fees and disbursements. Assist in RARO renewals and time cost billing to achieve AOP for RORA services.
- Adopt a collaborative approach with TRMs to complete work.
- Avoid reputational risk and / or potential loss and standing within the team's client base.
- Support the establishment of strong compliance culture in the team and ensure that internal policies and external regulatory are adhered.
- Proper compliance with TFS policies and guidelines and regulatory requirements.
- Assist in ad-hoc exercise and project if required. Shadows fellow peers where required.
- Collect and record Client Due Diligence documentation
- Incorporation of BVI and/or Cayman companies.
- Filing of documents, resolutions for the dissolution of BVI and/or Cayman companies with HTVG or Cayman RA
- Preparation of certificates of incumbency, requests for certificates of good standing, Virgin report requests
- Assist with the transfer in and out of companies
- Preparation of annual returns for Cayman companies
- Maintenance of NAV database corporate and client details
- Arrangement of documents into and out of safe custody
- Ensure all billing and invoicing undertaken when falls due unless relevant approval obtained.
- Ensure that all billing procedures are followed.
- Sense check reports and invoices before they are distributed and investigate/resolve any issues identified.
- Actively support and work closely with CRT team on transfer of fee collection / billing
- Monitor and ensure that aged debtors/debtors turnover targets are met.
- Identification of areas where cost or efficiency savings can be achieved and actively challenge bureaucracy (quantification of benefits where possible).
- Eliminate unnecessary, duplicate control procedures and documentation and standardise others where possible. Reduce and/or automate reports whenever possible.
- Ensure high quality and accurate service is provided to client servicing teams.
- Review policy exceptions and exercise a risk based and common-sense approach when exercising judgment and obtain exceptional approval when appropriate.
- Ensure to adopt a collaborative approach with TRM's, TFO, CSS and others to complete work and feel empowered to make suggestions and decisions.
- Regular meetings with Team supervisor to ensure timely escalation of operational issues when they arise.
- Regular and open two way communication with other team members.
- Provide guidance and support to team members.
- Review work/tasks processed by team members accurately and in a timely manner.
